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
Step 1 — start here
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Change Request
Refine with AI

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

Turn any policy PDF into a client-ready proposal

Upload on the left and our AI does the rest — extracting coverages, premiums and terms into a clean, branded proposal you can edit and send.

1
Upload your PDF
Drop in any text-based insurance policy document.
2
AI builds the proposal
Coverages, limits, premiums and terms are extracted automatically.
3
Refine & download
Tweak with AI, then export to PDF
AI-Generated Proposal

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

{{ (proposal.clientInfo && proposal.clientInfo.clientName) || proposal.client_name || 'Client name' }} {{ (proposal.clientInfo && proposal.clientInfo.primaryCarrier) || proposal.insurer_name || 'Carrier' }} {{ 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
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Client-ready output

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