A new industry-specific workflow tool aims to modernise commercial insurance by reducing the time required to draft complex proposals from hours to minutes.
For commercial insurance brokers, the proposal process has historically been a significant administrative bottleneck. Drafting a comprehensive document often requires hours of manual data entry. This includes extracting coverage details from carrier documents and painstakingly aligning them with agency templates. This manual work often limits the time professionals can spend on higher-value advisory roles.
But now, Outmarket aims to address this challenge with Proposal Builder. This tool is calibrated specifically for the insurance sector, designed to recognise the terminology and structural requirements of commercial policies.
A New Standard for Insurance Sales Enablement
The launch represents a significant advancement in insurance sales enablement for the insurance sector. By providing brokers with the resources to automate technical documentation, the tool allows firms to focus their energy on client-facing strategy rather than back-office formatting.
The system operates by allowing brokers to upload raw policy documents, which the artificial intelligence (AI) then parses to generate a structured, modular proposal. This draft automatically adopts the agency’s branding, disclaimers, and preferred layouts.
“Our users identified a clear need for a workflow that manages the complexity of commercial proposals without sacrificing the professional nuance required to win business,” stated a representative from Outmarket.
Industry-Specific Intelligence
The launch reflects a broader trend within professional services: the move away from general-purpose AI toward “narrow” or industry-specific applications. In addition, because Proposal Builder is tuned for insurance, it is better equipped to handle compliance language and complex coverage comparisons than standard office automation software.
For business leaders, the implications are operational. By enabling junior team members to produce high-quality drafts with minimal supervision, agencies can allow senior brokers to focus on strategy and client acquisition. In a competitive market, the ability to deliver a polished, accurate proposal within a shorter timeframe can serve as a primary differentiator.
The Collaborative Future
This development aligns with insights shared by AI strategist Julie Holmes at the recent National Sales Conference, where she noted that the true value of AI lies in collaboration.
By embedding automation into the existing document workflow, tools like Proposal Builder allow the broker to remain the final arbiter of quality while removing the friction of the initial draft.
