Today we're thrilled to announce the launch of Outmarket Proposal Builder: a game-changing workflow that transforms one of the most time-consuming tasks in insurance into a process that takes just minutes. 

The Proposal Problem

You know the drill. Creating proposals means hours of copying and pasting coverage details from carrier documents, manually adjusting limits, reformatting templates that never quite look right, and repeating the same process over and over. It's tedious, time-consuming work that keeps you away from what matters most: building relationships with your clients.

We heard you loud and clear. Our customers told us they needed a better way, and we built it.

A Watershed Moment for Insurance AI

Proposal Builder represents a fundamental reimagination of how documents are created with AI. This isn't a generic tool; it's custom-tuned specifically for the insurance industry and designed to meet the unique needs of commercial insurance brokers.

The workflow is beautifully simple. Upload your policy documents, and Proposal Builder instantly transforms them into a custom, modular proposal using your brand styling and preferred layouts. From there, you can work with the AI to refine text, adjust visuals, modify layouts, and perfect every detail.

Built for Brokers, By People Who Understand Insurance

Proposal Builder delivers everything brokers need to create comprehensive, professional proposals in a fraction of the time:

Rapid Content Generation: Automate the creation of extensive proposals, reducing cycle time from hours to minutes by giving simple instructions to Outmarket’s native AI. 

Modular Outlines: Automatically integrate necessary, policy-specific content, including coverage summaries, risk assessments, and company information.

Bring Your Own Templates: Seamlessly integrate your templates, cover pages, team pages with photos, information about your agency, and disclaimers, adhering to your brand’s approved verbal and visual guidelines and ensuring a polished, professional look.

Brand Controls: Ensure every proposal adheres to organizational branding guidelines, utilizing approved templates and agency-standard outlines to eliminate hours spent on reformatting drafts. 

Complete Customization: Outmarket's core AI can be used directly within the tool to fine-tune proposals after initial generation. Users can directly edit or task our AI with editing:

• Text and messaging

• Formatting and layout

• Visual components, including charts and diagrams

Get Started Today

Proposal Builder joins our powerful suite of workflows for policy and quote comparisons, coverage gap analysis, and more. With Outmarket, brokers now have AI assistance for every phase of the client relationship in one seamless platform. 

Customer-driven innovation is a huge part of what makes Outmarket the fastest growing AI platform for insurance. We’re trusted by over 200 of the world's most successful insurance agencies, and we work tirelessly to build solutions that are laser-targeted to the specific challenges agencies face on a daily basis. 

Proposal Builder is now available to all Outmarket customers. Join us for a live demonstration webinar in January to see the new workflow in action. Register here.