CapabilityAI & Intelligent Automation
SolutionsAutomate Complex Work
Case studyMendix Re-Architecture for a Leading UAE Insurer
IndustryInsurance
InsightThe Truth About AI-Powered Policy Checks: Benefits & Accuracy
AboutThe team behind the work
Client-Ready Proposals in Hours, Not Days.
Turn validated policy and quote data into consistent, branded proposals. Compare carrier options, highlight changes and let producers shape the final recommendation.
What Is Insurance Proposal Automation?
Insurance proposal automation extracts coverage, premium and carrier data from quotes and policies, organizes it into standard templates and generates new-business or renewal proposals for producer review. Tech Tammina’s solution compares carrier options, shows changes from the expiring program and produces consistent, client-ready documents.
Why Proposals Take Too Long
Account managers copy numbers from quotes into Word or PowerPoint. Every team formats differently. Late changes mean starting again. An error in a proposal can damage client trust and create E&O risk.
Copy and paste
Numbers are copied from quotes into Word or PowerPoint.
Different formats
Every team formats proposals differently.
Late changes
A change late in the process means starting again.
Client trust
An error can damage trust and create E&O risk.
How Proposal Automation Works
Collect
Gather quotes, expiring policies, schedules and loss information.
Extract
Capture coverages, limits, deductibles, premiums and subjectivities.
Compare
Line up carrier options and changes from the expiring program.
Generate
Build the proposal from approved templates and validated data.
Review
Producers edit wording and shape the recommendation.
Present
Export a branded PDF or slides and save the final version.
Key Features: Templates, Carrier Comparison and Change Summaries
Template Library
Standard layouts by line of business and client type.
Carrier Comparison Tables
Side-by-side options in one view.
Change Summary
An automatic list of material changes at renewal.
AI-Drafted Narrative
Draft summaries that producers review and edit.
Version Control
Every edit, approval and final version tracked.
Producers Stay in Control
AI prepares the data and drafts. Producers own the advice, the wording and the final recommendation.
What You Can Measure
Measure
Time to produce a proposal
Measure
Errors caught before delivery
Measure
Consistency across producers and offices
Measure
Time producers spend with clients
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SolutionProposal Automation FAQs
Straight answers to the questions buyers ask most.
What Is Insurance Proposal Automation?
Insurance proposal automation extracts coverage, premium and carrier data from quotes and policies, organizes it into standard templates and generates new-business or renewal proposals for producer review. Tech Tammina’s solution compares carrier options, shows changes from the expiring program and produces consistent, client-ready documents.
Can it build a proposal straight from carrier quotes?
Yes. It extracts quote data and fills your approved templates.
Will every proposal look the same?
Yes — consistent layouts with your branding, while producers can tailor the wording.
Does AI write the recommendation?
AI can draft summaries. Producers review and approve every recommendation.
Does it show what changed at renewal?
Yes. It lists material changes from the expiring program automatically.
Does it work for new business as well as renewals?
Yes. Both are supported.
See Proposal Automation working on your documents.
Book a working session with our team. Bring real samples — we will show you the flow, the controls and the outcomes you can measure.