AI Submission Assistant

Agency desk

A quote came in. The client got a proposal.

oyyo built the client’s proposal from a market’s quote. A person pressed Send.

Bluewater Dental Studio, a dental office with two chairs (fictional)

Example on test data. The client is made up.

Came in

A market’s quote PDF arrived in reply to the agency’s commercial submission.

  • Market quote9 pp.

oyyo read the quote and drafted the client proposal. Coverage wording matched the market’s quote.

Step by step

  1. Them The market’s quote PDF lands in the submission thread.
  2. oyyo Quote terms pulled: premium, limits, deductibles, and subjectivities, each cited to its page.
  3. oyyo Client proposal drafted in the market’s wording.
  4. You The account manager reviews the draft proposal and presses Send.

The values

FieldValueSource
Annual premium$2,870Market quote · p. 1
General aggregate$2,000,000Market quote · p. 2
Property deductible$1,000Market quote · p. 3
SubjectivitySigned application before bindingMarket quote · p. 8

What oyyo caught

Another market had declined. That declination, internal notes, and appetite scores stayed off the client proposal.

See it on your own file.

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