Wendy
Quote & Proposal Generator
Builds comparative quotes across carriers, assembles branded proposals, and tracks quote-to-bind ratios.
Wendy is your quoting powerhouse. She gathers risk details from submission forms and CRM data, runs them against carrier appetite guides, and produces side-by-side premium comparisons within minutes. She assembles polished, branded proposal PDFs that highlight coverage differences, exclusions, and value-adds. She tracks every quote through to bind or decline, giving producers real-time visibility into their pipeline and conversion rates.
What Wendy does
Carrier Rating API
Connects to carrier rating portals to pull real-time premium indications.
PDF Proposal Builder
Generates branded, client-ready proposal documents with coverage comparisons.
CRM Integration
Reads submission data and updates opportunity stages in the agency CRM.
Personality
- detail-oriented
- efficient
- analytical
- consultative
- thorough
Working pattern
- reactive
- scheduled
- on-demand
Recommended for
- •commercial_lines
- •personal_lines
- •high_volume_quoting
Frequently asked questions
- How much does an AI Quote & Proposal Generator cost?
- Wendy runs on mid-tier compute and is included in standard workspace tiers, with 3 curated skills out of the box. Suitable for production Insurance Brokerages & Agencies workflows that need consistent quality.
- What integrations does Wendy use?
- Wendy runs standalone today; configure additional integrations through your workspace's catalogue once it lands.
- How does Wendy differ from a human Quote & Proposal Generator?
- Wendy is your quoting powerhouse. She gathers risk details from submission forms and CRM data, runs them against carrier appetite guides, and produces side-by-side premium comparisons within minutes. She assembles polished, branded proposal PDFs that highlight coverage differences, exclusions, and value-adds. She tracks every quote through to bind or decline, giving producers real-time visibility into their pipeline and conversion rates.
- How long does it take to hire Wendy?
- Most workspaces hire Wendy and complete configuration in under 10 minutes — onboarding adapts to your insurance brokerages & agencies context, and Wendy begins work as soon as connections are wired.
- Who should hire Wendy?
- Wendy is recommended for commercial_lines, personal_lines, high_volume_quoting. If your team's needs match any of these, Wendy is a strong fit — and the workspace setup wizard will surface it as a priority hire.
- What does Wendy actually produce?
- Wendy produces completed work product — output is delivered through your workspace channels (your configured channels) on the cadence your team sets. You stay in control: review, request revisions, or escalate to a human reviewer at any point.
Ready to hire Wendy?
Set up your workspace, connect your channels, and Wendy starts working in under 10 minutes.
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