Guides
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Can ChatGPT compare insurance quotes?
Can a general AI chat assistant compare carrier quotes? What it can do, where it falls short for a client proposal, and how to check any AI-built comparison.
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Quote comparison: spreadsheet or software?
Should you compare carrier quotes in a spreadsheet or use software? What each approach takes, where each breaks down, and when a spreadsheet is enough.
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How to check an insurance quote premium total
Break a carrier quote premium into base premium, taxes and fees, add the parts, and learn what to do when they do not match the stated total.
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How to compare carrier quotes for a client
A practical method for putting several commercial carrier quotes side by side: fix the row list, record values with their pages and mark gaps before you advise.
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What to do when a quote is silent on a coverage
A carrier quote that never mentions a coverage is not the same as one that excludes it. How to record the gap, find the answer and ask the carrier.
Send the proposal, not the retyping.
Sign in, upload the quotes for one client, download the comparison and a draft proposal.