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.

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Beta Program Now Open: Stop toggling portals and start selling with confidence. Join our exclusive early access program and shape the future of insurance quoting.

🔑 Key Features & Broker Benefits

AI-Powered Precision & Compliance

Risk Mitigation & Time Savings: Transform hours of manual review into minutes

Intelligent Policy Analysis

Execute immediate Coverage Checks and deep Policy Analysis across complex documents. Our AI automatically identifies exclusions, omissions, and critical coverage gaps.

Rapid Comparison Engine

Seamlessly perform Quote, Policy, and Forms Comparison. iSWIM normalizes data from disparate carrier sources, guaranteeing complete accuracy and compliance.

E&O Risk Reduction

Dramatically reduce your Errors & Omissions risk with comprehensive documentation and analysis trails. Nothing is missed.

Dynamic Profit Optimization

Analyze live quote-to-bind ratios, client drop-off points, and carrier performance trends. Dynamically adjust pricing and placement to maximize close rates.

Scalable Expertise

Efficiently launch and grow new industry practice groups by instantly applying data-backed strategies to secure the best coverage for complex risks.

Client Portal

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.