Search Quotes
Find quotes by insured name, coverage type, stage, or any combination — using natural language.
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, chains up to 3 operations per request, and runs multiple tools in parallel.
Context-Aware Sidebar Intelligence
The AI automatically detects what your user is working on and tailors its capabilities to that context. Each context maintains its own conversation thread — switching between a carrier page and a quote detail never contaminates the conversation.
Quote Detail
Loads insured info, coverages, stage & linked files automatically.
Carrier Page
Surfaces appetites, contacts & state eligibility for the carrier.
Broker Page
Shows relationships, notes & market data for the broker.
Pipeline View
Provides general insurance & pipeline context.
13 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.
Quote Details
Pull complete quote information including coverages, carriers, stage, and history.
Extract Quote Data
Pull structured quote data from uploaded documents or from conversation context.
Update Quotes
Modify quote fields, stage, coverages, and assignments through conversation.
Search Carriers
Find carriers by name, state, appetite, or coverage type.
Carrier Details
Retrieve full carrier profiles, contacts, appetites, and eligibility.
Search Brokers
Look up wholesale broker records and market relationships.
Broker Details
Get complete broker information, contacts, and notes.
Pipeline Summary
Generate real-time pipeline analytics — quote counts, stages, trends.
Compare Documents
Side-by-side analysis of two policies with field-level comparison.
Draft Email
Compose contextual emails based on quote data and conversation.
Populate Coverages
Auto-fill coverage details from extracted data into quote records.
Import Schedules
Import vehicle, property, and equipment schedules from documents.
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 Compare
"Compare the coverage amounts in these two renewal options"
The AI retrieves both documents, identifies coverage fields, and presents a structured comparison — coverage amounts, deductibles, premiums — showing exactly where they differ.
compare_documents Search
"Which carriers write restaurant liability in Florida?"
The AI searches your carrier database, filters by appetite and state eligibility, and returns matching carriers with contact info and commission rates.
search_carriersget_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, then drafts a contextual email referencing specific stuck quotes — all in one turn, running tools in parallel where possible.
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)Excel (.xlsx)CSVPlain TextJPEGPNGTIFFBMPHEIF/HEIC
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