Bring in the proposal
Keep proposal PDFs, collateral schedules, and supporting spreadsheets with the same client analysis.
Insurance proposal review software
Insurance proposal review software
Review proposal terms, supporting schedules, and broker assumptions before comparing programs or creating client deliverables.
How it works
Review proposal terms before they shape the recommendation.
Keep proposal PDFs, spreadsheets, reviewed terms, program comparisons, and client files aligned as the renewal changes.
Review the key terms
Confirm or correct proposal terms before they affect the program comparison.
Create files from approved terms
Use approved proposal values in the comparison workbook and client presentation.
Why it helps
Keep the proposal, comparison, and client files aligned.
When proposals change near the renewal deadline, keep the supporting source visible and avoid rebuilding every file by hand.
Add the client package
Keep proposal documents and schedules in the same client analysis.
Confirm proposal terms
Review premium, retention, collateral, and other key fields before comparing programs.
Create the client files
Create Excel and PowerPoint files from the approved proposal terms.
Before and after
Move from manual cleanup to one connected analysis.
Manual proposal review
- Values are copied between PDFs, spreadsheets, and presentations
- Supporting pages are hard to find later
- Late changes require manual updates
Connected proposal review
- Reviewed proposal terms stay visible
- Supporting documents are available before program comparison
- Client files reflect the approved analysis
Build the renewal recommendation from reviewed source documents.
Start with a free workspace, review one client package, and choose a paid plan when your team needs ongoing use.