Quote on every portal at the same time
Auto, major medical, fleets and personal lines. The agent fills in every form, pulls coverages and premiums, and hands you the finished comparison.
A single auto policy in under 10 minutes
The problem
Quoting an auto policy means opening four portals, entering the same data four times, waiting for each one to respond and then copying the results into Excel to compare. A family major medical policy is ten portals. A thirty-vehicle fleet is the same job, multiplied by the data for each vehicle. It's work that takes no judgment and eats most of an account executive's day, while the client waits and asks another broker.
Enter it once.
Quote on every portal
What takes a day of portals and Excel today, the agent handles in minutes.
The job
Handle
Before
Enter the client's data
Just once
On every portal
Log into the relevant portals
All in parallel
One by one
Move results into the comparison
Automatic
Into Excel, by hand
Oversee the process
Hands-off
An account executive on it
Time per quote
Minutes
Hours
Enter the client's data
Handle: Just once
Before: On every portal
Log into the relevant portals
Handle: All in parallel
Before: One by one
Move results into the comparison
Handle: Automatic
Before: Into Excel, by hand
Oversee the process
Handle: Hands-off
Before: An account executive on it
- Time per quoteMinutesBefore: Hours
HOW IT WORKS
From client data to comparison, in minutes
Five steps the agent runs on its own, on every portal at once. You review the result, not the forms.
Step 1: Receives the client and risk data
The data is entered once: driver and vehicle for auto, the family group for major medical, each vehicle in a fleet.
Step 2: Determines which insurers apply for that line
Based on the line and the risk profile, it knows which insurers quote it by portal and skips the ones that don't apply.
Step 3: Logs into each portal and fills in the forms
It works every portal at the same time and fills in each form with the same data, without re-entering it.
Step 4: Pulls coverages, deductibles and premiums
It reads each portal's result and takes what matters for comparing: premiums, deductibles, limits and coverages.
Step 5: Builds a comparison ready to present
It puts every option on the same terms, in a comparison you can send to the client as is.
RESULTS
Every line, with its time
From request to a comparison ready for the client.
| Line | Time |
|---|---|
| Individual auto | Under 10 minutes |
| Major medical | 20 minutes, up to 10 insurers |
| Fleets | 45 minutes |
| Travel | Instant quote |
FAQs
What teams ask before getting started
Can it quote risks the portal rejects?
That's where the Commercial Lines Quoting agent comes in. It quotes by email with each insurer's underwriters. Portal when possible, email when not.