AI System for Instant Insurance Proposal Generation
Transforming complex underwriting data into personalized insurance proposals — in minutes, not hours.
Overview
A mid-size insurance carrier wanted to accelerate the generation of client proposals for life and property insurance. We built an AI-powered Proposal Generator that pulls underwriting data, pricing models, and legal templates into a unified system — delivering accurate, compliant proposals with minimal human input.
The Challenge
Proposal generation was heavily manual, involving multiple data lookups, regulatory checks, and document creation steps. This slowed down response time, introduced risk, and hurt close rates — especially with SMB clients expecting fast quotes.
The Solution
SphereIQ’s Insurance Proposal Generator automates the entire process:
Built-in compliance checks ensure regulatory consistency across jurisdictions.
The Results
4x
faster proposal turnaround
30%
improvement in quote-to-close rate
Reduced manual errors and regulatory risk
Happier agents and more competitive client experience
