Extract Quote Data
Pull structured quote data from uploaded documents or conversation context.
Not a Chatbot — A Real AI Assistant
An AI Built With Real Insurance Knowledge
The insurance industry is flooded with AI tools that amount to glorified search boxes. QuoteVolution's AI is fundamentally different: it understands insurance operations, takes autonomous action, and learns your agency's institutional knowledge.
It lives in a context-aware sidebar that follows your team across the entire application — knowing which quote, carrier, or broker they're working on — and maintains separate conversation threads per context. The AI autonomously decides when to call tools, working through multi-step tasks by calling tools in sequence over up to 5 rounds per turn, reading each result before deciding the next action.
Context-Aware Sidebar Intelligence
The AI automatically detects what your user is working on and tailors its capabilities to that context. It knows when you're viewing the dashboard, browsing the quote list, or have a single quote open — and maintains separate conversation threads for each.
Dashboard
General insurance and pipeline context — the AI can search and summarize across all quotes.
Quote List
The AI knows you're browsing quotes and can search, filter, and summarize across the pipeline.
Quote Detail
Loads insured name, coverages, stage, and linked files — the AI has full context for the open quote.
Carrier Page
Surfaces appetites, contacts, state eligibility, and notes for the carrier you're viewing.
Broker Page
Loads relationships, notes, and market data for the broker you're viewing.
23 AI-Powered Tools That Take Action
When your team asks the AI a question, it doesn't just search for an answer — it decides what action to take and executes it. Three flagship analysis tools deliver report-grade results your team can export and share.
Quote Intake & Data Entry
Import Quote Data
Save a complete quote in one operation — coverages, schedules, attachments, all normalized.
Update Quote
Conversational edits to quote, insured, and coverage sections — with preview before save.
Populate Coverages
Add or update coverage-level limits, deductibles, premiums, and endorsements.
Import Schedules
Bulk import drivers, vehicles, property locations, equipment, WC classes, and more.
Update Schedule Item
Edit a single schedule row via a review dialog.
Pipeline Search & Insight
Search Quotes
Find quotes by insured name, coverage type, stage, date range — using natural language.
Quote Details
Pull complete quote records including coverages, dates, bound info, and assignments.
Pipeline Summary
Real-time aggregate stats — counts by stage, bound premium, coverage breakdown.
Quote Lifecycle
Bind Quote
Mark a quote as bound, record bound premium and commission percentage.
Mark Quote Lost
Close a quote as lost with a reason.
Remarket Quote
Flag a quote for remarketing with an optional remarket date.
Reactivate Quote
Reopen a lost or inactive quote into the active pipeline.
Carriers & Brokers
Search Carriers
Find carriers by name, NAIC, coverage type, writing status — surfaces note counts.
Carrier Details
Full carrier record including notes, contacts, underwriters, appetite, states, and LOBs.
Carrier Match Flagship
Match carriers to the open quote with a per-coverage breakdown — best 2–3 markets per line plus aggregate ranking.
Search Brokers
Find brokers by name, AMS UID, email, or coverage type.
Broker Details
Full broker record including notes, contacts, addresses, appetite, and states.
Document Intelligence & Analysis
Compare Documents
Side-by-side diff of two documents — named insured, limits, retentions, exclusions, endorsements.
Loss Run Analysis Flagship
Consolidate claims across single-line, multi-LOB, or multi-carrier/multi-year loss runs with computed totals, paid/open/incurred, and loss ratios per line.
Policy Check Flagship
Verify a bound policy or binder against supporting docs over a fixed checklist — policy number, dates, limits, premium, exclusions, endorsements — with per-item results.
Communication
Draft Email
Compose contextual emails with recipient, quote, and document data auto-resolved from conversation.
Real Conversations, Real Actions
These are things your team can say to the AI right now.
Extract
"Pull the coverage details from this ACORD application I just uploaded"
The AI processes the document, extracts insured name, address, coverage types, limits, deductibles, and effective dates — then offers to create a quote with the extracted data.
extract_quote_datapopulate_coverages Analyze
"Review this 5-year loss run and tell me if the loss ratio supports renewal"
The AI extracts and consolidates all claims across years and coverages, computes totals (count, paid, open, incurred) and loss ratios per line and overall — then evaluates renewability.
analyze_loss_run Match
"Which carriers should I submit this restaurant quote to?"
The AI matches carriers to the open quote with a per-coverage breakdown — best 2–3 markets for GL, best for property, best for liquor liability — plus an aggregate ranking.
match_carriers_to_quoteget_carrier_details Chain
"Get me a pipeline summary and draft an email to my team about quotes stuck in submission"
The AI calls the pipeline tool first, analyzes the results, identifies stuck quotes, then drafts a contextual email with specific insured names and stages — working through multiple steps autonomously.
get_pipeline_summarysearch_quotesdraft_email True Agency Knowledge Base
When your team asks a question, the AI searches across all indexes simultaneously — finding the most relevant answer regardless of where it lives.
Carriers & Brokers
Carrier profiles, appetites, underwriter contacts, state eligibility, broker relationships, and market data.
Quotes
Quote details, coverage structures, insured information, submission history, and pipeline data.
AI Assistant Documents
Documents uploaded during AI conversations — policies, applications, loss runs, and supporting files.
Agency Knowledge
Your agency's own underwriting guidelines, checklists, procedures, and best practices — uploaded through the admin interface.
Supported File Types — Processed Automatically
Every document passes through OCR, layout analysis, semantic chunking, and vector embedding. Small documents fast-track; larger ones go through full processing with summarization.
PDFWord (.docx/.doc)Excel (.xlsx/.xls)PowerPoint (.pptx/.ppt)RTFCSVPlain TextMarkdownJPEGPNGBMPTIFFHEIF
See the AI in Action
Request a demo and watch the AI assistant process a real document, extract quote data, find the best carriers, and draft a submission — all from a single conversation.
Apply for Early Access