Built for MGAs

From inbox to quoted
in minutes, not days

ZipQuote.ai automates submission intake, document extraction, carrier matching, and multi-carrier quoting — so your team can focus on underwriting, not data entry.

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Live Pipeline — Bella Italia BOP
Email Received
application@zipquote.ai • Application forms and schedules auto-parsed from attachments
Done
⚙
Data Extraction with AI
Agency, producer, insured, risks, exposures, and schedules extracted by AI
Done
★
Carrier Appetite Matching
Carriers scored against indexed appetite guidelines • AI reasoning saved for review
Done
⚡
Multi-Carrier Reservation & Submission
Auto-submitted to multiple carriers via web portal and API integrations
Done
✓
Quotes Received
Multiple quotes collected from carriers • Ready for review and comparison
Live
Platform Capabilities

Everything an MGA needs,
nothing it doesn't

Purpose-built for managing general agencies and wholesale brokers handling high volumes of commercial submissions.

✉

Email Intake

Forward submissions to your ZipQuote inbox. PDF, Excel, and image attachments are automatically parsed and filed as new applications.

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AI Document Extraction

Extracts structured data from ACORD 125, fillable PDFs, and scanned forms using pypdf, AWS Textract, and LLM-powered field mapping.

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★

RAG Carrier Matching

Matches submissions against indexed carrier appetite guidelines using vector embeddings. Ranks carriers by fit with detailed analysis.

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Multi-Carrier Submission

Submit to carriers via API integrations or automated web portal flows. Track each submission from sent through quoted to bound.

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✓

Quote Comparison

Side-by-side quotes from multiple carriers with premium breakdown, coverage details, and one-click bind. No more spreadsheets.

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Multi-Tenant Platform

Each agency operates in an isolated tenant with its own carriers, producers, templates, and data. Enterprise-ready from day one.

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See It In Action

The complete MGA workflow

— click through each step to explore the full submission lifecycle.

ZipQuote — Applications
1 / 3 AI Document Extraction Email content and attachments — applications, schedules, and supplements — are automatically extracted by AI.
AI document extraction
Data review and traceability
AI carrier matching
Applications — AI-powered extraction from email attachments, side-by-side data review with full traceability, and automated carrier matching based on appetite guidelines.
1 / 2 Web Portal Submission AI Agent submits the application to the carrier via automated web portal. All steps and data are captured for review.
Web portal submission
API integration submission
Submissions — AI Agent submits to carriers via web portal automation or direct API integration. All submission data and screenshots are captured for review.
1 / 1 Quote Review & Comparison Quotes from all carriers are automatically collected and ready to review, compare, and bind.
Quote review and comparison
Quotes — Compare quotes from multiple carriers side by side. Premium breakdown, coverage details, and effective dates. Select the best option and proceed to bind.
1 / 1 Policy Management All bound policies in one view. Search and filter by carrier, insured, LOB, effective date, and more.
Policy management
Policies — Bound policies tracked from inception through expiration. Full audit trail from original submission through quote to bound contract.
1 / 1 Document Management All uploaded documents with extraction status. Search by application, insured, file type, and more.
Document management
Documents — All uploaded documents with AI extraction status. PDF viewer with side-by-side extracted data. Confirm, edit, and save extracted fields.
1 / 2 Carrier Configuration Configure each carrier's LOBs, appetite, submission requirements, and API or portal integrations.
Carrier configuration
Agency and producer setup
Administration — Configure carriers, agencies, producers, and programs. Set up API credentials, portal integrations, and submission requirements.
1 / 1 Live Operations Dashboard Real-time KPIs across applications, submissions, quotes, policies, agencies, and producers — plus a live activity feed.
Live operations dashboard
Dashboard — At-a-glance overview of your MGA operations with real-time metrics and a live activity feed.

Ready to see it in action?

Schedule a live demo. We'll walk through the full workflow — from email intake to bound policy — using your own submission data.

Or reach out to discuss how ZipQuote can streamline your MGA operations.