Drop proposals here — that's the whole form
Group name, effective date, and carrier are read from each PDF automatically
PDF · DOCX  ·  drop 1 or 200 at once  ·  each file starts processing instantly

Processing Proposal

This may take a few moments...

Reading PDF...
Extracting rates and benefits...
Building spreadsheet...
Saving to Google Drive...

Spreadsheet Ready

Processed with Flags

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    Recent Uploads
    Group Carrier Lines Submitted By Date Status Actions
    Rate Corrections
    Plans flagged with a missing or out-of-band rate. Enter the correct value from the source quote — it writes to the database and trains future extraction.
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    Failed Extractions
    Documents where extraction produced nothing usable. Re-run them through the pipeline or discard with a reason.
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    Cases
    One case per quote round. Proposals attach automatically as they're uploaded; generate the side-by-side comparison at any point in the week.
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    Regenerate Spreadsheet
    Rebuild any past proposal's spreadsheet straight from the database — no re-upload needed. Every regenerate uses the latest formatting.
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    New Quote
    Log the quote the moment it goes out. This creates the case — proposals attach to it automatically as carriers respond, and the case page shows who you're still waiting on.