Quoting & RFP Intake Automation

Automate RFP and Quote intake. Get more wins.

Demonstrate operational excellence and business ease by streamlining intake for high-volume, complex RFP and quote requests.

See it in action

Solution overview

Spreadsheet with Intelligent Document Automation

Simplify RFP Intake with Ushur

Your Quoting and RFP Intake process is littered with pesky points of friction. Volumes are high and requests are complex - putting strain on your resources and delaying response time.Ushur streamlines your RFP intake process from receipt to reply. Classify emails, extract data and update systems with a no-code AI-powered automation approach.

5 days to 5 min.

reduction in turnaround time

~85%

of RFP requests automated

3 months

from inception to deployment

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Why Ushur for Automated Claims Processing

Employees

Employers are constantly pressured to provide the best group plan options at the lowest cost. Having strong information and positive references ensures they can make the best decision for their own employees.

"My broker always manages to bring me the best rates. I love working with them, business is fast and options are strong. He makes the contact evaluation process easy."

Broker

Brokers juggle multiple interactions with countless carriers during peak contract shopping seasons. They rely on simple, efficient RFP processes to deliver great service onto their own clients.

"Working with a carrier that responds in a timely manner and makes communications easy really simplifies the whole quote shopping experience. I will be more inclined to work with them in the future."

Carrier

Carriers struggle with completing RFP and quote intake in a timely and efficient manner. This causes delays that impacts business and brand.

"Even in weeks during the busy season, when we get a quote request from a broker, we can have it set up in our systems without human interaction and turn an accurate quote around much quicker than the industry average."

The Ushur platform for RFP & Census Automation

AI-powered automation for Quoting and RFP Intake

Delivering speed, security & simplicity in a single solution

Request Intake

Classify request
Parse attachments
Respond to sender

SmartMail

Hub

File Processing

Extract key data
Clean & validate data
Respond to sender

Intelligent Document Automation

Data Reconciliation

Review data output
Collect missing items
Update file accordingly

Invisible App

Conversational Apps

System Update

Update systems
Notify stakeholders
Initiate next steps

Case studies for Quoting & RFP Automation

Equitable expedites quote intake with AI-powered RFP automation

Challenge

Equitable was looking for a more efficient way to manage high volumes of quote requests requiring manual processing of complex RFP files.

Solution

Equitable streamlined inbound requests, file processing and broker engagement using Ushur’s purpose-built AI. This reduced their turnaround time for quote proposals from 5 days to 5 minutes, achieved in 3 short months.

FAQs

Why use an automation solution like Ushur for an RFP process?

The RFP process has revenue implications, and often the easiest carrier to work with will be one that brokers prefer working with in the future. Automation helps brokers works with carriers confidently, and respond expediently. That means carriers can expect more revenue and more opportunities for business.

Why use these three products for RFP/Census automation?

Ushur SmartMail, Ushur Intelligent Document Automation, and Ushur Invisible App, are all essential pillars in the document-centric, high-volume solutions that Ushur deploys. Ushur SmartMail streamlines the high volume of inbound emails that carriers tend to receive by identifying and routing them to the correct users/departments. Ushur Intelligent Document Automation (IDA) is responsible for extracting key-value pairs and identifying incorrect or missing data in submitted documents. Ushur Invisible App is deployed by carriers to securely gather missing information or missing documentation. The three Ushur products together offer pre-built capabilities that make RFP/census automation deployments feasible in weeks instead of years.

My documents and forms are specific to my business, so how does Ushur automate against those?

The Ushur AI Labs team works with our customers to update any document-based models that the RFP automation process depends upon. The Ushur proprietary Document Intelligence Services Architecture (DISA) is composed to make the model update and deployment process painless for Ushur customers.

What if my RFP/Census process only needs a portion of these automation capabilities?

Ushur never locks customers into products or pre-built solutions. We strive to ensure every customer sees value from their engagements and deployments with Ushur, and can customize each to maximize the value that Ushur helps deliver.