Quotes compared for you

Comparing carrier quotes against the current policy line by line takes time, and details get missed. This demo shows two Agentforce agents in Salesforce: Policy Checker catching an error on a declarations page, and Quote Comparison setting four quotes side by side, recommending one with its reason and drafting the client note.

Overview

For producers and account managers at insurance agencies who check carrier documents and compare renewal quotes. Reading policies and quotes side by side against what is on file is slow, and details in the fine print can be missed.

What you'll see

First, a producer's client policy document is uploaded and checked against the policy on file in Salesforce. The check finds an urgent problem: the carrier misspelled the client's name on the declarations page. A correction request to the carrier is drafted for the producer to send himself. He confirms the item and marks the check done.

Then, on the same client's workers' compensation renewal, four carriers have quoted. With the quotes and current policy uploaded, each quote is set against what the client has today: premium, change from today, limits, deductible, form and exclusions. One quote is recommended on price, on the limits the client asked for, with the reason written beside it. The producer clicks to write the comparison and a note to the client, both as drafts. Accepting a quote is one click, followed by a confirmation that says exactly what will change, including the deal's revenue, which syncs to the accepted premium. After he clicks OK, the deal's amount shows the agency revenue from the accepted quote, and the comparison is kept on the deal's activity.

How it works in Salesforce

Policy Checker is an Agentforce agent that runs shortly after a document is attached to a policy, plus a scheduled daily sweep. It reads the document, compares it with the Salesforce record and drafts any correction. Quote Comparison is an Agentforce agent that runs when a producer compares quotes on a deal, or asks in Microsoft Teams. It reads the quotes, recommends one with a reason and drafts the comparison and client note. Only the producer's acceptance updates the deal.

Where people stay in control

Corrections and client notes are drafts; nothing goes to the carrier or the client on its own. The deal changes only after the producer reads the confirmation and clicks OK.

Configured for your organization

PS Advisory provides both agents as part of its foundation, configured for the lines, policy fields and quote terms your agency compares.

Live Salesforce screens. Client data is simulated.