M & A Risk Management LLC
Personal Lines Quote Comparison Workbench
Spring, Texas
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Client & Review Information

Who this comparison is for and which agent is handling it.

Add Quotes

Drop one or many quote files at once. Tag the source and line of business for each row, then hit Parse all queued quotes to send the whole batch to Claude in parallel. Paste-text and manual entry are tucked under Other ways to add a quote at the bottom of this panel for edge cases.
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Drop quote files or click to browse
PDF · JPG · PNG · multiple files OK · 25 MB max each · Claude reads each file natively
Other ways to add a quote (paste text or enter manually)

Use these when a PDF doesn't parse cleanly (scanned with bad OCR), when the quote arrived as email text, or when you want to enter everything by hand.

Quotes in This Review

Every quote you've added. Edit or remove anything before generating the comparison.
Manager-ready report: Add quotes to enable export.

Personal Lines Quote Review

Manager Considerations

Auto-generated from the quotes above. Tied to the client goal you entered at the top.
Add quotes and considerations will be generated automatically.