AI Tools

PDF to Proposal

Upload an insurance policy PDF and let AI generate a clean, professional proposal ready to send to your client. Edit, refine with AI, and download in the format you need.

AI-generated PDF & Word export Fully editable

Upload Policy PDF

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Change Request

Ask the AI to modify the proposal — e.g. "Add a note about flood exclusions" or "Change the total premium to annual billing".

No proposal yet

Upload a policy PDF and click "Generate Proposal" to create your client-ready document.

{{ (proposal.proposalMetadata && proposal.proposalMetadata.proposalTitle) || 'Insurance Proposal' }}

{{ (proposal.clientInfo && proposal.clientInfo.clientName) || proposal.client_name || '—' }} {{ (proposal.clientInfo && proposal.clientInfo.primaryCarrier) || proposal.insurer_name || '—' }} {{ proposal.proposalMetadata.proposalID }}

{{ (proposal.proposalMetadata && proposal.proposalMetadata.proposalDate) || proposal.effective_date || '—' }} → {{ (proposal.proposalMetadata && proposal.proposalMetadata.validThroughDate) || proposal.expiry_date || '—' }}

{{ (proposal.financialSummary && proposal.financialSummary.totalAnnualPremium) || proposal.total_annual_premium || '—' }}

Total Annual Premium

Proposal Details

Generate a proposal to see the preview here.

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Proposal Metadata

Proposal Title

Proposal ID

Proposal Date

Valid Through

Client Information

Client Name

Client Industry

Contact Email

Primary Carrier

Financial Summary

Total Annual Premium

Total Due

Agency Fees

Taxes/Surcharges

Coverage Sections

No coverage sections found.

Coverage Type	Limit	Deductible	Annual Premium	Notes