Proposal Generation Software for Insurance Agencies

Upload carrier quotes in minutes • Compare coverage side by side • Send branded client-ready proposals

InsurGrid helps agencies and brokers turn quotes, dec pages, and policy documents into polished proposals — with normalized comparison tables, your agency branding, and a trail back to every source document.

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Source documents

Client: Archer Supply Co.

Quote 1: Carrier A - package quote.pdf

Quote 2: Carrier B - package quote.pdf

Template: Agency branded - v3

Generated comparison

Coverage

Carrier A

Carrier B

General liability

$1M / $2M

Property limit

$850,000

$900,000

Deductible

$2,500

$5,000

Annual premium

$14,820

$13,975

Minutes

Go from carrier quotes to a client-ready draft.

Any format

Work from PDF quotes and dec pages without per-carrier setup.

Your brand

Proposals render in the agency template, not ours.

Audit trail

Every value traces back to its source document.

Built for the hours between quote and close

The proposal is where the agency's work becomes visible to the client — and where producers lose the most time to formatting.

Stop rebuilding the same document

Producers spend hours re-keying quote data into Word for every account. InsurGrid populates the proposal from the source documents automatically.

Comparisons clients can read

Normalized side-by-side tables across carriers — premiums, limits, deductibles, endorsements — instead of three PDFs stapled together.

Your brand, every time

Proposals render in the agency template: logo, colors, cover page, section order. Standardize output across producers without policing formatting.

Defensible, not just fast

Every value in the proposal traces back to the quote or dec page it came from, supporting E&O documentation with a clear record.

Built on data you already collected

Dec pages gathered through InsurGrid intake and policy extraction flow straight into the proposal. No re-upload, no re-keying.

Workflow and API ready

Route generated proposals and extracted fields into the renewal, e-sign, and agency systems your team already uses.

How proposal generation works

Upload the quotes, review the comparison, and send a branded proposal — in one flow.

Upload or reuse documents

Drag in carrier quotes in any supported format — including surplus lines paper — or start from dec pages and policies already extracted in InsurGrid.

InsurGrid screen for uploading carrier quotes and dec pages before proposal generation.

InsurGrid comparison screen showing quotes normalized side by side with flagged differences.

InsurGrid extracts and compares

Premiums, limits, deductibles, coverages, and endorsements are normalized into a side-by-side comparison, with discrepancies and coverage gaps flagged for review.

Generate, review, and send

Pick your branded template, review and edit the draft, and export a client-ready proposal — or route it straight into e-sign and follow-up workflows.

InsurGrid generated proposal preview with agency branding, ready to send.

What InsurGrid puts in the proposal

A complete, client-ready document — not just a comparison table.

Cover & executive summaryAgency-branded cover, client details, and a summary of options

Quote comparisonCarrier, premium, limits, deductibles, and key endorsements side by side

Coverage detailPer-line breakdown with terms, conditions, and sublimits

Current vs. proposedExpiring policy terms against new quotes, with changes highlighted

Gaps & recommendationsFlagged coverage gaps and optional coverages worth discussing

Premium & payment summaryTotal cost per option, payment plans, and financing context

Disclosures & next stepsSubjectivities, bind requirements, and signature block

Source referencesEvery extracted value linked back to its quote or dec page

Proposals for new business, renewals, and remarketing

Use proposal generation wherever the client needs to see options, changes, and a recommendation in one document.

Common workflows

New business

Turn multiple carrier quotes into one clear recommendation the prospect can act on the same day.

Renewals

Generate a current-vs-renewal comparison from the expiring dec page and new quotes, before the renewal meeting.

Remarketing

Show the client the market was shopped — every quote received, compared in a single branded document.

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Proposal generation FAQs

Answers for agencies replacing manual proposal assembly.

What is insurance proposal generation software?

Insurance proposal generation software converts carrier quotes and policy documents into a formatted, branded client proposal automatically, replacing manual copy-paste into Word or PowerPoint with an extracted, reviewed, and cited document.

Which carrier quote formats does InsurGrid support?

InsurGrid works from PDF quotes and dec pages across supported carrier and document formats, including surplus lines and MGA paper, without per-carrier configuration. Format coverage should be confirmed during onboarding.

Can proposals use our agency's template and branding?

Yes. Proposals render with your agency's logo, colors, cover page, and section structure, and output as a final PDF or an editable document your producers can adjust before sending.

How does InsurGrid keep proposal data accurate?

Extracted values stay tied to the source quote or dec page they came from, producers review the draft before it goes out, and the request-to-proposal trail supports E&O documentation.

How does proposal generation fit renewal and e-sign workflows?

Renewal proposals can start from the expiring dec page collected through InsurGrid, compare it against new quotes, and route the finished proposal into e-sign and follow-up workflows.

Send your next proposal in minutes, not hours

See how agencies turn carrier quotes into branded, client-ready proposals with InsurGrid.

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