Build a New Proposal

Upload the carrier quotes for this account — Claude will extract the coverage data and draft the branded proposal.

Drag & drop your quote files here, or browse

One file or all of them at once — up to 6. PDF, DOCX, XLSX, CSV, PNG, JPG. Scanned pages are OCR'd automatically.

    Upload 1 to 6 carrier quote files (PDF, DOCX, XLSX, CSV, PNG, or JPG — scanned documents are OCR'd automatically).
    Optional. Left blank, the cover page will show a placeholder rather than a guess.
    The term being proposed. Optional — left blank, the cover page uses the dates found in the quote files.