Create Beautiful Insurance Proposals in Minutes
Transform quotes, policies and binders into professional, branded proposals that win business. Account managers and producers can create stunning customer-facing documents in 3-5 minutes instead of hours or days.
Minutes
Instead of hours or days
Customizable
Match your branding perfectly
Saved
Per proposal created
Why Leading Agencies Choose Our Proposal Tool
Transform how you present insurance solutions to clients
Lightning Fast
3-5 Minute Generation
What used to take hours or days now happens in minutes. Upload your documents and watch AI create a complete proposal
Instant Updates
Need to make changes? Update and regenerate proposals instantly as requirements evolve
Professional Quality
Well-Organized Structure
Every proposal follows best practices with clear sections, executive summaries, and logical flow
Client-Specific Customization
Tailor content, tone, and focus to match each client's specific needs and industry
Perfect Branding
Your Brand, Your Way
Use your agency's colors, logos, and design elements to maintain brand consistency
Professional Templates
Choose from our templates, use your own, or have us design a custom template for you
Flexible Template System
Design once, use forever—create the perfect look for your agency
Use Previous Proposals
Create templates from your best proposals—the system learns your style and preferences
Professional Design Service
Our design team can create custom templates that perfectly match your brand guidelines
Default Templates
Start immediately with our professional templates that fit most policy types
Unlimited Templates
Create different templates for different products, carriers, or client segments
PDF, PowerPoint, Word, or custom
Comprehensive Proposal Features
Multi-Source Integration
Pull from quotes, policies, binders, and any other documents
Smart Content Generation
AI creates compelling narratives and value propositions
Visual Comparisons
Include charts, graphs, and tables that make complex data clear
Executive Summaries
Automatic generation of concise, impactful executive overviews
Coverage Highlights
Emphasize key coverages and competitive advantages
Brand Consistency
Every proposal perfectly matches your agency's brand
Simple 3-Step Process
Upload Documents
Upload quotes, policies, binders, or any insurance documents
Customize & Select Template
Choose your template and customize content for the client
Generate Professional Proposal
Get a beautiful, branded proposal ready to win business
See Proposal Generation in Action
Watch how quickly you can create professional proposals that win business
Book a demo to see how agencies are winning more business with professional proposals
Ready to Transform Your Proposal Process?
Join agencies creating winning proposals in minutes, not hours. Beautiful, branded, and built to close deals.
Generation Time
Branded
Saved Per Proposal
See why leading agencies choose Mulligan AI for proposal generation