Proposal intake
Upload proposal PDFs, collateral schedules, and workbook exhibits into one source package.
Insurance proposal review software
Insurance proposal review software
Verify proposal terms, supporting schedules, and broker assumptions before comparing program options or generating client-ready deliverables.
Broker workflow
Review proposal terms before they become client-facing recommendations.
Advanced Underwriters helps broker teams keep proposal PDFs, spreadsheets, and reviewed source terms aligned through Compare and Deliverables.
Required term review
Approve or clarify source terms before the model relies on them.
Output from approved terms
Use reviewed proposal values in comparison workbooks and presentation decks.
How it helps
Keep the proposal, model, and client deck in sync.
When proposals change close to the renewal deadline, brokers need a path that preserves source support and reduces manual rebuilds.
Attach the broker package
Queue authorized proposal documents and schedules in the same analysis.
Approve source terms
Review premium, retention, collateral, and other key fields before Compare.
Generate deliverables
Create Excel and PowerPoint outputs from the current reviewed state.
Before and after
Move the account from spreadsheet cleanup to source-backed decisions.
Proposal review by copy/paste
- Values get copied between PDFs, workbooks, and decks
- Source pages are hard to find later
- Late edits trigger manual rework
Proposal review with source terms
- Reviewed source terms stay visible
- Evidence is available before Compare
- Deliverables reflect the approved analysis
Build the renewal story from reviewed source evidence.
Start with a free workspace, upload authorized broker documents, and move toward pricing when your team is ready for ongoing source intake and deliverables.