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futureagent

Customer serviceAutomation

Coverage comparison

You drop in proposals from several insurers (PDFs): the agent extracts coverage, limits, deductibles, exclusions and premiums, lines them up in a comparison table and writes a clear summary for your client.

Use this template

€9 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

For every tender

  1. 1Read. Each insurer's proposal.
  2. 2Extract. Coverage, limits, deductibles, exclusions.
  3. 3Compare. Line by line.
  4. 4Summarize. One page for the client.

Sample deliverable

Business multi-risk policy, SARL Kappa: 3 proposals

  • Insurer A: €2,840, €500 deductible, 12 months of business interruption.
  • Insurer B: €2,610, €1,000 deductible, 6 months of business interruption.
  • Watch out: B excludes electrical damage.
  • Excel: Comparison table
  • PDF: Client summary

Connectors

  • Google DriveGoogle Drive: read the proposals

Already set up for you

Format
Table and one-page summary

What you'll be asked

  • Which Drive folder do you drop the proposals in?

Who it's for

About 10 runs a month, rich business logic and 10 actions per run (generated files): Essential tier.

Learn more

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