How Brokers Use FurtherAI to Generate Client Proposals in Minutes

The Challenge

This large national MGA processes hundreds of proposals monthly across multiple commercial lines but struggled with significant inefficiencies that slowed operations and limited growth.

Each proposal required extensive manual work for data extraction, formatting, and quality checks. The lack of standardization led to inconsistent presentations across teams and departments.

Nearly a quarter of all proposals were duplicates, wasting valuable time that could have been focused on client relationships and new business development. With turnaround times stretching across multiple days, the MGA needed a solution to standardize processes, eliminate redundancy, and deliver same-day responses.

Key challenges:

• 30–45 minutes of manual work per proposal
  
  
• Inconsistent presentation quality across teams
  
  
• 25% of proposals were duplicates
  
  
• Multi-day turnaround in competitive markets
  
  

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FurtherAI’s Solution

FurtherAI’s comprehensive proposal automation platform addressed the MGA’s operational pain points with intelligent automation built for commercial insurance workflows.

The platform automatically reads and structures data from carrier quotes — PDFs, Excel files, and emails — extracting key terms, premiums, limits, and coverage details. A smart comparison tool highlights discrepancies between quotes, while automated assembly populates branded templates with structured data for professional consistency.

Built-in duplicate detection prevents redundant work and aligns team efforts, ensuring that every proposal is unique, accurate, and client-ready in minutes.

Solution highlights:

• Intelligent data extraction from multiple file formats
  
  
• Smart comparison and discrepancy detection
  
  
• Automated assembly of branded white-label proposals
  
  
• Real-time duplicate detection to prevent redundant work
  
  

The Results

The implementation of FurtherAI transformed proposal generation from a bottleneck into a competitive advantage.

Proposals that once took nearly an hour were completed in under ten minutes — accelerating turnaround time, boosting productivity, and eliminating manual rework. Teams were able to send more proposals per week, respond faster to opportunities, and maintain consistent quality at scale.

Impact metrics:

• 75% faster proposals: from 30–45 minutes to under 10 minutes
  
  
• 25% increase in team capacity through duplicate elimination
  
  
• 1 in 4 proposals removed as duplicates, saving hundreds of hours monthly
  
  
• 90% reduction in manual work per proposal
  
  

“Our clients now receive professional, accurate proposals the same day they request them. It’s transformed how we compete in the market.”

— VP of Sales, National MGA

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