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

The quote 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 transforms the broker experience by streamlining the 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

eGuide

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Guide to More Efficient and Effective Group Benefits Communication

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Why Ushur for Quote Intake

Why Ushur for Automated Quote Intake

Employers

Employers are constantly pressured to provide the best group plan options at the lowest cost. Efficiency plays a big role in carrier selection, employers want to see personalized quotes in a timely manner.

"My broker always manages to quickly bring me accurate 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

Ushur Intelligence

Hub

File Processing

Extract key data
Clean & validate data
Respond to sender

Ushur Intelligence

Data Reconciliation

Review data output
Collect missing items
Update file accordingly

Invisible App

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?

Carriers that can efficiently process, evaluate, personalize, and recommend quotes improve closing ratios and free underwriters to focus on underwriting—critical for sustained profitable growth. The RFP process impacts revenue, and brokers often return to the carriers that are easiest to work with. Automation enables brokers to work confidently and respond quickly, leading to more revenue and business opportunities for carriers.

Why use these three products for RFP/Census automation?

Ushur Intelligence and the Ushur Invisible App are core pillars of Ushur’s document-centric, high-volume solutions. Ushur Intelligence streamlines carriers’ inbound email processing by automatically identifying and routing messages to the right teams, while extracting key-value pairs to flag missing or incorrect data in submitted documents. The Ushur Invisible App enables carriers to securely and automatically collect missing information or documentation. Together, these prebuilt solutions make RFP and census transformations possible in minutes or days—rather than weeks or months

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

We’ve seen it all. And we will customize to your needs. Ushur’s underlying model understands hundreds of booklets, insurance certificates, benefit summaries, and more – and the learnings span more than 50 carriers. The Ushur AI Labs team works with carriers to update any document-based models that the RFP automation process depends upon. We make the model customization 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.