How Brokers Use FurtherAI to Generate Client Proposals in Minutes

Introduction: Proposal Generation Is Slowing Brokers Down

Every broker knows the pain.

You finally receive quotes from different carriers — each in its own format, layout, and language. Then begins the grind: copying numbers into Excel, aligning limits, fixing typos, adding disclaimers, and making it all look good before sending it to a client.

A single proposal can take 30–60 minutes to prepare.

That time adds up. For many agencies, hundreds of proposals a month mean dozens of hours lost — and even more lost opportunities.

FurtherAI Changes That

Now, imagine this instead:

• You drop all the carrier quotes into FurtherAI — PDFs, Excel files, or emails.
• The AI reads, extracts, and aligns all the data.
• Within minutes, it generates a white-label proposal in your agency’s format — with your logo, your disclaimer, and your structure.
  
  

That’s it.

No manual entry. No formatting. No double-checking.

How It Works

1. Drop multiple quotes
   Just upload carrier quotes or spreadsheets.
   
   
2. AI extracts and organizes
   FurtherAI automatically reads each document, matches coverage types, limits, deductibles, and premiums.
   
   
3. Proposal generated instantly
   It fills your white-label proposal template and gives you a final, client-ready document — consistent and accurate every time.
   
   

✅ Works with PDFs, Excel, and email attachments

✅ Proposal ready in under 5 minutes

✅ 100% white-labeled for your agency

The Results

Proposal generation becomes a strength — not a bottleneck.

With FurtherAI, brokers are seeing:

• Up to 90% less manual work per proposal
• 2–3x more proposals sent per week
• Higher close rates with faster turnaround times
  
  

When you generate more proposals, you create more

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