M+A Risk Management Quote Workbench
Spring, Texas
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Your work is in memory only. Save to the client's ClickUp task so you or a teammate can reload and finish it later — reloading is free and never re-parses. The .json buttons are an offline fallback.
No unsaved changes.

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.

Proposal Setup

Only needed for the Client Proposal deliverable. Controls the Household Information page, the recommendation language, and the Next Steps page.
Deliverables Add quotes to enable.

Agent Comparison

Full detailed analysis — every coverage, deductible, endorsement, notes, and the manager considerations. Internal use & COIs.

Comparison (attachment)

Branded side-by-side of every option per line of business. The carrier you starred is highlighted. Send alongside the proposal.

Client Proposal

Multi-page branded proposal. LOB pages show only the recommended carrier you starred — not a comparison. Generates a 2-paragraph narrative you review & approve.

Client Email

Drafts the formatted email to send the client with the proposal & comparison attached. Subject line, intro, dates, premium, coverage highlights, framing, attachments, bind requirements. Save as a ClickUp comment for the team to send.

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.