58% broker submission-to-quote lift at a specialty insurer — GenAI broker portal
A specialty insurer was losing broker mindshare because brokers couldn't tell what business the carrier wanted. pronix.ai built a GenAI broker portal with self-serve appetite guidance and instant preliminary indications — 58% lift in submission-to-quote conversion in two quarters.
- Client
- US specialty insurer, professional and financial lines
- Industry
- Insurance
- Platform
- Salesforce Financial Services Cloud · Azure OpenAI · Duck Creek
*Representative outcome; results vary by client, scope and platform configuration.
The challenge
Brokers submitted risks blind, waited days for a decline, and stopped submitting. Distribution had no visibility into where brokers were losing patience, and the appetite guide lived in a 47-page PDF.
Our approach
Appetite guide as a conversation
Turned the PDF appetite guide into a grounded chat — brokers described a risk, the portal explained fit in seconds.
Preliminary indication engine
For clear-appetite risks, portal produced a preliminary rate range in under a minute — bindable indication still required underwriter.
Broker-preferred hand-off
One click converted the chat into a full submission, pre-populated for the underwriter.
Distribution telemetry
Distribution leaders saw broker drop-off, common appetite mismatches and product gaps in near real-time.
Guardrails on commitments
Portal never quoted a bindable number and always tagged indications with the underwriter accountable for confirmation.
Illustrative case study. Scenarios, metrics, quotes and client details are representative composites based on Pronix engagements and industry benchmarks unless a named client is shown with written consent. Outcomes vary by client, scope, data quality and platform configuration. Nothing on this page is a guarantee, warranty or professional advice. See our Terms of Use for the full disclaimer.
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