Submission Review and Triage
Users can upload a submission packet and ask the AI Assistant to summarize the account, identify missing information, highlight issues worth reviewing, and prepare the account for market review.
Quotevolution AI Assistant
The AI Workspace for Modern Insurance Operations
Quotevolution AI Assistant is a purpose-built insurance operations assistant designed to help agencies move faster from intake to action. It combines natural-language chat, document intelligence, real-time system access, multi-turn context, and AI-driven function calling so users can do more than ask questions. They can actually move work forward.
This is not a generic chatbot bolted onto an insurance platform. It is an operational assistant connected to quotes, carriers, brokers, documents, pipeline data, and agency knowledge.
What the AI Assistant Can Do Today
The assistant helps teams review submissions, compare policies, summarize loss runs, identify changes between document versions, and surface meaningful differences across large document packets in a fraction of the time manual review would take.
Create quotes from uploaded documents
Create quotes from conversation
Search the quote pipeline
Retrieve quote details
Update quote data conversationally
Search carriers and get carrier details
Search brokers and get broker details
Summarize the pipeline
Compare documents
Summarize loss runs and claims-related documents
Draft context-aware emails
Populate coverages
Import schedules
Review large submission and policy packets faster
Use a multi-turn, context-aware chat experience
Work with agency knowledge
Stream responses and processing progress in real time
Insurance Agent Tasks the AI Assistant Helps Speed Up
The strongest value of the AI Assistant is not just that it answers questions. It helps insurance teams complete common operational tasks faster.
Policy Comparison
Users can compare two policy versions, renewal terms, proposals, or related documents and ask the AI Assistant to call out differences in coverage, limits, deductibles, structure, or wording.
Loss Run Summaries
Users can upload loss runs and ask for a practical summary of claim activity, notable patterns, recent losses, or items that should be reviewed before approaching carriers.
Market Research
The assistant helps users identify possible carrier and broker options without leaving the current workflow.
Quote Completion
After intake, the assistant helps complete quotes by populating coverages, importing schedules, and supporting structured updates through conversation.
Underwriter and Broker Communication
Users can turn quote context and document analysis into email drafts for underwriters, brokers, internal teams, or clients.
Supported Content Types Today
The AI Assistant can work with a broad range of common insurance intake and reference content.
| Type | Examples |
|---|---|
| Applications, proposals, policies, loss runs, submission packets | |
| Word | Submission narratives, questionnaires, underwriting notes |
| Excel | SOVs, schedules, exposure spreadsheets |
| Images | Scanned forms, screenshots, photographed pages |
| Text / CSV | Flat-file exports, checklists, structured text, lightweight data feeds |
Governance and Administration
Quotevolution AI Assistant is designed for real business use, not unmanaged experimentation.
Tenant-Level Control
Each tenant can manage its own AI behavior through settings that govern prompts, search configuration, chunking behavior, and related operational controls.
Usage Visibility
Admins can monitor AI usage, token consumption, document-processing usage, and overage behavior.
Knowledge Base Management
Agencies can upload and manage custom reference material so the AI Assistant can draw on internal guidance, not just generic model knowledge.
Multi-Tenant Isolation
The assistant operates within tenant boundaries so agency data remains isolated.
Turn Documents, Conversations, and System Data into Action Faster
Show the AI Assistant taking a real submission, turning it into structured quote information, comparing policy or proposal versions, summarizing a loss run, finding related market data, and drafting a follow-up email.
Schedule Your Demo