Outmarket, a leading insurance platform, has launched Outmarket Proposal Builder, a new workflow designed to drastically reduce the time commercial insurance brokers spend creating proposals.
The product will automate this arduous process, streamlining copying coverages, adjusting limits, and formatting templates, allowing brokers to focus on building relationships and growing their businesses, according to FF News.
Outmarket’s AI-driven workflow automates these steps, turning multi-hour proposal creation into a process that takes just minutes.
Proposal Builder works by taking uploaded policy documents and automatically generating fully branded, modular proposals. Brokers can customise layouts, edit text, add visuals such as charts and diagrams, and ensure that every proposal meets their agency’s brand standards.
The tool also supports “bring your own template” functionality, allowing agencies to integrate cover pages, team pages, and disclaimers seamlessly.
Outmarket’s platform has already shown transformative results in pilot programmes. Brokers report substantial time savings, increased accuracy, and significant cost reductions. Some organisations have saved tens of thousands of hours per year and as much as $1m in annual costs, while continuing to scale operations efficiently.
“Commercial insurance sales is relationship driven, but the proposal process is often a slow, manual bottleneck that keeps experts from spending time with clients,” said Vishal Sankhla, CEO of Outmarket. “Our customers have requested that we build this capability into our platform, and we’re thrilled to deliver it for them. This is a watershed moment for insurance. Just as spreadsheets transformed finance, Proposal Builder is another example of how Outmarket’s AI is transforming insurance.”
“The ability to swiftly generate a comprehensive proposal that strictly adheres to our brand guidelines and templates is a revolutionary advancement in the industry,” said Taine Wilson of Houchens Insurance Group. “It guarantees that every document leaving our agency upholds our high standards, all while requiring significantly less effort from our agents.”
“I love the responsive team, flexible product, and that this software is shaped to brokers,” said Kevin Hawkinson, director of carrier relations for Commercial Insurance Associates. “I’m such a believer in it, it’s just that good.”
“We’ve tested other AI tools, but they stumble over the nuance of complex commercial policies. Outmarket’s platform gets it,” said Troy Moody, COO of Moody Insurance. “This is the first time I’ve seen technology actually understand the context of a carrier quote and translate it instantly into a client-ready proposal. It is the exact solution the industry has been waiting for.”
Outmarket Proposal Builder is now available to all customers, giving brokers an AI assistant across every stage of the client relationship—from policy comparison to coverage gap analysis.
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