Upload a Proposal
Submit a carrier proposal PDF for processing
Drop PDF or Word doc here or click to browse
PDF or Word files · drop multiple to batch upload

Processing Proposal

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

Spreadsheet Ready

Processed with Flags

    Processing Failed

    Multi-Carrier Comparison
    Upload carriers on different days and generate a side-by-side comparison spreadsheet when ready.
    Recent Uploads
    Group Carrier Lines Submitted By Date Status Actions
    Carrier Total Proposals Lines Quoted Avg Lines/Proposal Last Submission
    Month Total Processed Flagged Errors

    Team Members

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    Google Drive
    Configure your Google Drive connection and folder paths
    Drive Folder Path
    Where processed files are saved
    Auto-sync with Drive
    Automatically refresh proposal data
    Sync Interval
    How often to check for new data
    Carriers
    Default carrier list for the upload form
    Configured Carriers
    Equitable, Guardian, Hartford, Humana, Lincoln, MetLife, Mutual of Omaha, Principal, Sun Life, The Standard, Unum
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