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Quotation AI Agent

Turning Complex Life Insurance Illustrations Into Competitive Advantage.

The Quotation AI Agent comprises two AI agents that replace slow, specialist-driven illustration workflows with intelligent automation. It enables advisors, private banks, and brokers to generate, compare, and analyze life insurance illustrations in minutes — not days. From illustration request to scenario comparison, it transforms manual processes into scalable, revenue-driving intelligence.

Slow Quotes. Real Cost.

In the high-net-worth insurance segment, speed and precision are everything — yet quotation processes remain too manual, too slow, and overly dependent on deep product expertise. From manual illustrations and product comparisons to limited scenario testing and slow adaptation to product changes, these inefficiencies directly impact business outcomes, leading to lower conversion rates, lost revenue, high operational costs, missed opportunities, and a poor client experience.

Over-Reliance on Manual Expertise

Heavy dependence on deep product knowledge, manual illustrations, and product comparisons.

Slow & Inefficient Processes

Time-consuming quotation creation and delayed responses to product updates.

Limited Scenario Flexibility

Restricted ability to run multiple scenarios and optimize recommendations in real time.

Direct Business Impact

Lower conversions, lost revenue, higher operational costs, missed opportunities, and weaker client experience.

Meet the Quotation AI Agent

Two intelligent AI agents — the Illustration Generator and the Illustration Comparator — work seamlessly together to automate the most time-consuming aspects of life insurance advisory, accelerating illustration creation and product comparison while preserving expert-level quality and precision.

Illustration Generator.

Automated Life Insurance Illustrator.

 

The Illustration Generator automates the production of life insurance illustrations – capturing the advisor’s request and translating it into insurer-specific inputs to fetch the correct PDF illustrations from each insurer’s system.

What once required manual back-and-forth with carriers can now be completed in minutes.

Experts shift from manual execution to review and validation.

Illustration Comparator.

See the Big Picture – and the Details.

 

Gain clarity and confidence with high-level insights and granular data, all at your fingertips.

Get both a high-level summary and detailed, year-by-year projections for each scenario — perfect for quick evaluations and deep analysis.

Enabling Smarter Insurance Distribution.

Broader Product & Scenario Exploration

Empower distribution teams to explore more product combinations and scenarios, delivering stronger, more competitive client propositions.

Real-Time Responsiveness

Enable faster quotation turnaround and dynamic adjustments, improving responsiveness to evolving customer needs.

Competitive Differentiation

Stand out in the market by operating with greater speed, precision, and consistency than traditional manual processes.

Scalable Expertise Across Channels

Standardize specialist-level quality across agents, bancassurance, and advisory networks — scaling expertise without scaling cost.

Part of the CoverGo Insurance Platform

The Quotation AI Agent is not a standalone tool – it can be fully integrated into the broader CoverGo insurance platform.

This allows insurers to orchestrate end‑to‑end automation across:

  • Claims
  • Underwriting
  • Policy administration
  • Distribution
  • Customer servicing

One platform. One AI layer. End‑to‑end efficiency.

Quotation complexity? Solved.

Let the Quotation AI Agent turn manual illustrations and product comparisons into fast, intelligent outputs - in seconds - so your teams can focus on what matters most: advising clients, closing deals, and driving growth.

CoverGo Launches AI Agents to Automate Insurance Operations

Learn more