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Panora

Quote Management

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Launch quote requests directly from Panora, streamlining the process for insurance brokers.

Quote Generation

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Features

Launch quote requests directly from Panora
Upload policy documents and let AI extract and structure key coverage terms
Automatically generate and send a checklist of required documents to clients
Track submission progress in real-time with automated document intake and review
Prepare and submit structured quote requests via carrier portals
Consolidate carrier responses and quotes for side-by-side comparison
Synchronize emails automatically, linking conversations and attachments to case files
Send pre-built reminders to accelerate outstanding responses from carriers

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