AI-ASSISTED ENTERPRISE INSURANCE PLATFORM

From RFQ to client-ready comparison.
One intelligent platform.

Create structured insurance RFQs, coordinate with multiple insurers, review quotations with AI assistance, and prepare professional branded comparisons in one connected enterprise workflow.

AI-assisted extractionMulti-insurer RFQsBranded comparisons
ZeerogapIQ / Workspace
All systems ready

PLACEMENT / ACTIVE RFQ

Property & Fire · Greenway Foods

In progress
RFQ createdComplete
Insurers selected03 selected
Emails sentSubmitted
Quotation progress3 insurers
Northstar MutualQuotation uploadedReady for review
Harbour AssuranceQuotation uploadedExtracting details
Pioneer GeneralAwaiting responseFollow-up pending
Comparison workspace ready

AI EXTRACTION · REVIEW READY

Total premium ₹84,780

Illustrative product interface · Sample quotation data

INSURANCE OPERATIONS, RECONNECTED01 / 08

THE OPERATIONAL REALITY

Your team shouldn't spend hours managing what technology can simplify.

Client enquiries, underwriting submissions, follow-ups, quotation files and client presentations often live in disconnected places. The work is important; the coordination around it shouldn't get in the way.

ZeerogapIQ brings every stage together.

01

Manual RFQ preparation

Repeated data entry and inconsistent information capture.

02

Scattered insurer communication

Repetitive emails, fragmented conversations and inefficient follow-ups.

03

Complex quotation comparison

Different PDF, spreadsheet and email formats complicate accurate comparison.

04

Limited business visibility

Tracking RFQs, productivity, conversion and renewals becomes cumbersome.

A CONNECTED PLACEMENT WORKSPACE

Everything your placement team needs. Connected.

Bring the quotation journey together—from a guided, product-wise RFQ through insurer communication and comparison to the work that follows.

STEP 01 / 08

Choose a product

Start with the insurance product and the right guided intake.

ProductFire insurance
SubmissionRisk details
WorkspacePlacement team
CONNECTED WORKFLOW · SAMPLE

FROM FIRST DETAILS TO A CLEAR DECISION

One workflow, eight connected steps.

Explore RFQ creation

PRODUCT-WISE RFQ GENERATION

Build better RFQs.
Get better quotations.

Insurance products need different risk and underwriting details. Guided, structured templates help teams capture the right information before it reaches an insurer.

  • Product selection
  • Risk details
  • Sum insured & exposure
  • Coverage requirements
  • Underwriting notes
  • Claims history
  • Special remarks

Every insurer receives a clearer, more complete risk submission.

NEW SUBMISSION · 02 / 04

Risk details

Step 2 of 4
Product
Risk details
Coverage
Review
Insured companyGreenway Foods Ltd.
Business activityFood processing
Risk locationPune, Maharashtra
Sum insured₹ 4,50,00,000
Underwriting notes

Occupancy details, property construction and claims history for review…

Illustrative sample submissionContinue

INTELLIGENT INSURER COMMUNICATION

Professional underwriting communication, without repetitive drafting.

Create purpose-specific insurer emails around structured submission details, with room for your team's relationships, review and accountability.

01

RFQ submission

02

Underwriting notes

03

Document submission

04

Clarification replies

05

Quote negotiation

06

Follow-up reminders

Your emails. Your domain. Your relationships.

Per-user official email configuration, multi-insurer distribution and auditable communication records help keep people and correspondence connected.

New insurer emailAI-assisted draft

Fromplacement@yourcompany.com Official account

Tounderwriting@northstar.example

CCOptional recipients

SubjectRFQ · Property & Fire · Greenway Foods

Dear Underwriting Team,

Please find the attached risk submission for your review and quotation. The submission includes the risk location, business activity, exposure and coverage requirements.

Kind regards,
Your placement team

3 insurers · Attachments · Activity recorded

AI-ASSISTED QUOTATION REVIEW

Turn complex insurer quotations into structured intelligence.

Upload quotations in supported formats. AI helps identify the commercial and underwriting details your team needs to review, confirm and compare.

Northstar_quotation.pdfPDF · Sample

Quotation

Illustrative insurance schedule

NORTHSTAR
MUTUAL

InsuredGreenway Foods Ltd.

Sum insured₹ 4,50,00,000

Base premium₹ 71,847

Goods and Services Tax₹ 12,933

Total payable premium₹ 84,780

Coverage, deductibles, warranties, exclusions and conditions are detailed in the attached quotation.

Extracted detailsReview required
Insurer nameNorthstar Mutual
Base premium₹71,847
GST₹12,933
Total premium₹84,780
Sum insured₹4,50,00,000
Coverage & add-onsFire · STFI · Terrorism
Deductible₹25,000
WarrantyElectrical inspection
ExclusionsAs stated in policy
SubjectivitiesUpdated asset schedule
Quote validity30 days · sample
Values are ready for team review
Illustrative quotation · Sample valuesReview extracted details before sharing with a client.

AUTOMATED MULTI-INSURER COMPARISON

From multiple quotations to one clear decision.

Standardized, side-by-side comparisons bring premiums and coverage details into view. Your team can review trade-offs with clients.

PROPERTY & FIRE · GREENWAY FOODS3 uploaded quotations · Illustrative
Insurer Base premium GST Total premium Sum insured Add-on covers Deductible Warranties Exclusions
₹71,847 ₹12,933 ₹84,780 ₹4.5 Cr Fire, STFI ₹25,000 Electrical inspection Policy terms apply
₹76,200 ₹13,716 ₹89,916 ₹4.5 Cr Fire, STFI, EQ ₹20,000 Updated asset list Conditions apply
₹68,900 ₹12,402 ₹81,302 ₹4.0 Cr Fire, STFI ₹50,000 Risk survey See quotation
Selected for review: Northstar Mutual · Team decisionClient-ready comparison preview
Premium comparisonCoverage differencesDeductibles & warrantiesImportant exclusionsClient-ready output
See how comparison works

BRAND KIT & CLIENT-READY DOCUMENTS

Every document. Your brand. Every time.

Enterprise administrators define the organization’s identity once. Branded details carry through to downloadable client-facing comparisons and product materials.

ENTERPRISE ADMIN

Organization brand kit

SAVED
A

Asteron Risk Partners

Company logo · Illustrative

Company name

Asteron Risk Partners

Website

asteron.example

Contact

Placement team

Address

Business district

Organization paletteBrand colours
Brochure themeEditorial cover
ASTERON RISK PARTNERS

Placement comparison

Property & Fire · Prepared for Greenway Foods

INSURERPREMIUMCOVER
Northstar₹84,780₹4.5 Cr
Harbour₹89,916₹4.5 Cr
Pioneer₹81,302₹4.0 Cr
Illustrative document preview
ASTERON RISK PARTNERS01 / GUIDE
Product guide

Protecting
what matters.

Property & Fire insurance · A guide for businesses

Branded brochure preview

AI SALES & PRODUCT LEARNING ASSISTANT

Equip every team member with product intelligence.

Practical product knowledge, underwriting context and sales guidance—available for everyday learning in English, Hindi and Hinglish.

Product knowledge

Coverage, clauses, extensions and exclusions.

Underwriting

Risk factors, classification and conditions.

Sales enablement

Discovery, examples and objection handling.

Multilingual learning

Questions in English, Hindi and Hinglish.

Product intelligence

Learning workspace

FIRE INSURANCE · RFQ PREPARATION

YOU ASKED

What should I check before sending a Fire Insurance RFQ?

PRODUCT ASSISTANT

Start with occupancy, property values, construction details, risk location, existing coverage, claims history and required extensions.

OccupancyValuesConstructionClaimsExtensions
Product-learning example · Review policy wording and underwriting guidance for each risk.

SALES ENABLEMENT & PRODUCT BROCHURES

Go beyond quotation. Enable better sales conversations.

Equip teams with product explanations and structured prompts to make conversations more useful.

Product brochure library

Professionally structured, downloadable material covering product fundamentals, key cover, exclusions and important considerations—with company branding.

ASTERON · GUIDEFire coverPreview
ASTERON · GUIDEProperty risksPreview
ASTERON · GUIDEBusiness packPreview

Sales pitch & objection handling

Guided discovery questions, structured product pitches, case examples, objection responses and quick-reference prompts for customer conversations.

“What does your current cover leave exposed?”

Discovery prompt · Illustrative

ENTERPRISE INTELLIGENCE & REPORTING

Visibility for every team. Intelligence for every decision.

A quarterly performance view brings quotation activity, team contribution, conversion and renewal follow-through into focus.

Quarterly placement overview

Illustrative sample data · Q2

This quarter
RFQs raised

248

+12%
Quotes finalized

176

+8%
Policies converted

64

+6%
Conversion ratio

36.4%

Sample
Active days

52

of 60
Renewals tracked

89

Sample

RFQ activity

Sample activity by week

Raised · finalized
Week 1Week 2Week 3Week 4

Workflow signals

Review queue

Several quotations await team review.

Follow-up timing

Track RFQs still awaiting an insurer response.

Next-quarter focus

Keep renewal milestones visible across placements.

Individual productivity · Product-wise performance

All figures shown are illustrative sample data.

+Specialist Pro Intelligence Tools are available for focused operational insight.

BUILT FOR ENTERPRISE INSURANCE TEAMS

Purpose-built for teams that operate at scale.

Support the people preparing placements, leading operations and building trusted client relationships—with shared process and oversight.

WHO IT SERVES

Large insurance agentsInsurance marketing firmsInsurance brokersCorporate insurance teamsPlacement teamsRelationship managers
01

Operational leaders

See RFQ progress, work allocation and operational patterns in one shared view.

Multi-user operationsShared standardsCentralized brand & oversight

ENTERPRISE VALUE

01

Faster quotation preparation

Reduce repetitive RFQ creation and manual preparation.

02

Consistent professional branding

Maintain consistent identity across client outputs.

03

Centralized workflows

Unify preparation, communication, comparison and reporting.

04

Scalable team operations

Build consistent quotation processes as teams grow.

A FEW GOOD QUESTIONS

Clear answers for a considered decision.

A question not covered here? Our team can walk you through an enterprise demonstration.

An enterprise insurance platform for preparing structured RFQs, coordinating insurer communication, reviewing quotation details with AI assistance and creating client-ready comparisons.

It is designed for insurance agents, insurance marketing firms, brokers, corporate insurance teams, placement teams and relationship managers.

Teams can address an RFQ to multiple insurer recipients to coordinate a submission. Incoming quotations are uploaded by your team.

The platform describes per-user official email configuration and enterprise SMTP functionality. Ask the team to confirm the setup that fits your organization.

Upload a quotation file in a supported format. AI helps identify key commercial and underwriting details for your team to review before sharing.

It can present uploaded, extracted quotation details in a standardized side-by-side view, including premiums, cover, deductibles and exclusions.

Enterprise administrators can define company details, brand colours and brochure themes for branded client-facing materials.

The product-learning assistant is designed to answer product-related questions in English, Hindi and Hinglish.

A business performance view covers RFQs, quotations, conversions, team activity, renewals and product-wise performance.

Use the demo-request panel below to prepare your details. The form currently displays a preview and does not send a request.

READY TO MODERNIZE YOUR QUOTATION OPERATIONS?

Quote better. Compare faster. Present professionally.

Bring structured RFQs, intelligent quotation comparison, professional insurer communication and team enablement together with ZeerogapIQ Enterprise.

Explore the connected platform

Thoughtful workflows for insurance teams.

ENTERPRISE DEMONSTRATION

Start a conversation.

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