iSWIM Quote Manager (Beta)
AI-Powered Insurance Quoting Revolution
In today's competitive market, brokers need intelligence to win. Leverage cutting-edge AI to eliminate friction in your sales process. Deliver instant, comparative pricing across your entire book of carriers while gaining AI-driven insights into coverage gaps, policy analysis, and optimal placement strategy.

🔑 Key Features & Broker Benefits
AI-Powered Precision & Compliance
Risk Mitigation & Time Savings: Transform hours of manual review into minutes
Execute immediate Coverage Checks and deep Policy Analysis across complex documents. Our AI automatically identifies exclusions, omissions, and critical coverage gaps.
Seamlessly perform Quote, Policy, and Forms Comparison. iSWIM normalizes data from disparate carrier sources, guaranteeing complete accuracy and compliance.
Dramatically reduce your Errors & Omissions risk with comprehensive documentation and analysis trails. Nothing is missed.
Analyze live quote-to-bind ratios, client drop-off points, and carrier performance trends. Dynamically adjust pricing and placement to maximize close rates.
Efficiently launch and grow new industry practice groups by instantly applying data-backed strategies to secure the best coverage for complex risks.
Share quotes and proposals through a branded portal. Professional presentations that impress clients and build confidence.
Predictive Pricing & Placement Strategy
Profitability & Market Leadership
Built For Brokers
We understand the challenges of modern insurance sales. Win more business, faster.Beyond Historical Data
Leverage predictive AI to dynamically optimize your placement strategy and maximize client conversion.
Dynamic Profit Optimization
Analyze live quote-to-bind ratios, client drop-off points, and carrier performance trends to maximize close rates.
Scalable Expertise
Efficiently launch and grow new industry practice groups by instantly applying data-backed strategies.
Deep Intelligence
AI That Understands Insurance
Beyond Simple Comparison
True intelligence that helps you make better decisions for your clients.Policy Language Analysis
Our AI reads and interprets policy language, identifying nuances that could impact coverage.
Historical Data Insights
Learn from market trends, carrier performance, and pricing patterns to optimize placement.
Risk Assessment
Automatic risk scoring and underwriting guidance based on submission details.
FAQs
Frequently Asked Questions
The Beta program gives select brokers early access to our AI-powered quoting platform before public release. Beta participants help shape the product with feedback while gaining a competitive advantage with cutting-edge technology.
Our AI reads and analyzes policy documents, identifying key coverage terms, exclusions, limitations, and gaps. It compares policies side-by-side and highlights differences in plain language, saving hours of manual review.
We are looking for insurance brokers and agencies who handle commercial lines and are interested in leveraging AI technology. Simply apply through our contact form and our team will reach out to discuss eligibility.
Absolutely. We use enterprise-grade encryption and security protocols. All data is processed securely and we are committed to maintaining the highest standards of data privacy and compliance.
Be Among the First
Join our beta program and help shape the future of insurance quoting. Limited spots available.

