🏆 Premium AI Intelligence Platform

Prop Gen

The Premier AI-Powered Platform for Elite Insurance Agencies

Transform your agency with enterprise-grade AI research, government-verified risk intelligence, and professional proposal automation that drives measurable business growth.

+32% higher bind rates

75% faster turnaround

Enterprise-grade security

Share tracked proposal landing pages with in-context messaging

Auto-brand every proposal with client logos, themes, and compliance-ready sections

See engagement metrics, downloads, and responses for every opportunity

Live Proposal Preview

AI Research

Risk Assessment

Custom Branding

Professional Format

6.5 hrs

Saved per proposal

32%

Higher bind rate

4.8★

Client satisfaction

🏆 Enterprise AI Intelligence Suite

Professional-Grade AI Research That Drives Measurable ROI

Our comprehensive integration with Perplexity AI, OSHA, BLS, and FEMA APIs delivers enterprise-level intelligence and government-verified risk data that transforms your agency's competitive advantage.

Advanced AI Intelligence

Enterprise-grade research with verified citations that elevate proposal quality

Government Risk Intelligence

Authoritative OSHA, BLS, and FEMA data for superior underwriting accuracy

Precision Risk Analytics

Proprietary 0-100 scoring algorithm that drives competitive differentiation

Performance Metrics

Bind Rate Improvement:+32%

Proposal Turnaround:75% faster

Client Satisfaction:4.8/5.0

Quantified risk assessment dashboard with 0-100 scoring

OSHA Verified

BLS Certified

FEMA Approved

Give producers a proven way to sell value, not just price

Prop Gen pairs underwriting-grade research with persuasive storytelling, so your commercial team can protect more businesses and grow premium.

Explore All Report Sections

Enterprise AI Intelligence

Transform your competitive advantage with advanced AI research, government risk data, and industry-specific insights that drive superior proposal quality.

Precision Risk Analytics

Leverage proprietary 0-100 risk scoring with authoritative OSHA, BLS, and FEMA data to deliver unmatched underwriting accuracy and client confidence.

Premium Client Experience

Deliver interactive proposal experiences that engage decision-makers, track engagement metrics, and accelerate the sales cycle.

Strategic Performance Insights

Drive continuous improvement with comprehensive analytics on proposal performance, team productivity, and client engagement patterns.

Scalable Team Operations

Orchestrate unlimited team members with sophisticated role-based permissions, workflow automation, and collaborative proposal development.

Measurable Business Growth

Achieve demonstrable ROI through increased bind rates, faster turnaround times, and enhanced client satisfaction scores.

From submission to signed proposal in three guided steps

1Guided workflow

Auto-assemble branded proposals

Start with your agency defaults, auto-pull company logos and data, and choose proposal themes and sections that match every buyer.

2Guided workflow

Share interactive landing pages

Email clients a live proposal hub with PDF downloads, guided tooltips, and messaging so they can respond directly to your team.

3Guided workflow

Coach producers with live metrics

Monitor proposal activity, conversions, and team performance to trigger timely follow-ups and keep every deal on track.

Strategic Business Intelligence

Drive measurable growth with executive-level insights into proposal performance and team productivity.

Maximize bind rates through detailed engagement analytics and conversion optimization.

Identify top performers and scale successful strategies across your organization.

Transform data into strategic decisions that drive competitive advantage.

Advanced analytics dashboard showing proposal performance metrics

Interactive Coverage Comparison

Simple Credit Pricing

Buy credits. Generate proposals. No subscriptions.

Purchase a credit pack once and use credits whenever you need them. Credits never expire.

How Credits Work

Standard Proposal

4 credits

AI-generated proposal with risk analysis, coverage recommendations, professional PDF export, and custom branding.

Enhanced Proposal

7 credits

Everything in Standard plus live Perplexity AI market research, government risk data (OSHA, BLS, FEMA), and industry intelligence.

How many proposals per month?

Proposals / month10

150

Proposal type:

Estimated credits needed

55 credits / month

The 100-credit pack covers you

Choose Your Pack

25 Credits

—

Up to 6 standard proposals

Up to 3 enhanced proposals (with AI research)

Credits never expire

Get 25 Credits

50 Credits

Recommended

—

Up to 12 standard proposals

Up to 7 enhanced proposals (with AI research)

Credits never expire

Get 50 Credits

100 Credits

—

Up to 25 standard proposals

Up to 14 enhanced proposals (with AI research)

Credits never expire

Get 100 Credits

Need more than 100 credits or a custom arrangement?

Ready to turn every risk review into a signed BOR?

Join commercial agencies using Prop Gen to research, position, and close bigger programs with confidence.

Talk to sales

Frequently asked questions

Everything commercial agencies want to know about proposal workflows, branding, and client collaboration in Prop Gen.

Can clients respond directly through the proposal landing page?

Yes. Clients can leave comments or questions right inside the live proposal so your producers can respond without email back-and-forth.

Do we still get a PDF copy of the proposal?

Every proposal includes a polished PDF export so you can download, share, or archive deliverables alongside the interactive experience.

How customizable are the proposal sections and themes?

You can tailor section order, add agency-specific content, choose from multiple themes, and save defaults for each line of business.

Will Prop Gen keep our branding consistent?

Prop Gen automatically pulls client logos, uses your agency colors, and applies custom fonts so every deliverable matches your brand standards.

What kind of analytics do we see?

Track proposal opens, time on page, section engagement, PDF downloads, and team performance so producers can focus on active opportunities.

Can multiple team members collaborate on a proposal?

Yes. Invite producers, CSRs, and marketing specialists with role-based permissions to co-author proposals and manage follow-up tasks.

The Premier AI-Powered Platform for Elite Insurance Agencies

Transform your agency with enterprise-grade AI research, government-verified risk intelligence, and professional proposal automation that drives measurable business growth.

+32% higher bind rates

75% faster turnaround

Enterprise-grade security

Share tracked proposal landing pages with in-context messaging

Auto-brand every proposal with client logos, themes, and compliance-ready sections

See engagement metrics, downloads, and responses for every opportunity

From submission to signed proposal in three guided steps

1Guided workflow

Auto-assemble branded proposals

Start with your agency defaults, auto-pull company logos and data, and choose proposal themes and sections that match every buyer.

2Guided workflow

Share interactive landing pages

Email clients a live proposal hub with PDF downloads, guided tooltips, and messaging so they can respond directly to your team.

3Guided workflow

Coach producers with live metrics

Monitor proposal activity, conversions, and team performance to trigger timely follow-ups and keep every deal on track.