Allow your Brokers to
focus on what matters.
Allow your Brokers to
focus on what matters.
Insurance Broker-Centric AI Agents to facilitate your placements.
Connect with Clients like never before with less paperwork on your desk
Insurance Broker-Centric AI Agents to facilitate your placements.
Connect with Clients like never before with less paperwork on your desk
Solutions
Solutions
Solutions
Broker-Centric AI Agents
to facilitate your placements.
Broker-Centric AI Agents to facilitate your placements.
Broker-Centric AI Agents
to facilitate your placements.
Broker Focus
Allow your Brokers to focus on what matters most
Clients and Underwriters rely on their relationships with Brokers to place coverage in the most optimal manner.
Empowering Brokers
Human Centric Design
A human in the loop model that allows for Brokers to approve and override AI Agents at each step of the placement process.
Broker Focus
Allow your Brokers to focus on what matters most
Clients and Underwriters rely on their relationships with Brokers to place coverage in the most optimal manner.
Broker Focus
Allow your Brokers to focus on what matters most
Clients and Underwriters rely on their relationships with Brokers to place coverage in the most optimal manner.
Empowering Brokers
Human Centric Design
A human in the loop model that allows for Brokers to approve and override AI Agents at each step of the placement process.
Empowering Brokers
Human Centric Design
A human in the loop model that allows for Brokers to approve and override AI Agents at each step of the placement process.
Empowering Brokers
Human Centric Design
A human in the loop model that allows for Brokers to approve and override AI Agents at each step of the placement process.
Client Experience
Elevate the client experience
Enable your clients to have the smoothest client risk profile onboarding experience with Parasol.
Client Experience
Elevate the client experience
Enable your clients to have the smoothest client risk profile onboarding experience with Parasol.
Client Experience
Elevate the client experience
Enable your clients to have the smoothest client risk profile onboarding experience with Parasol.
Efficiency
Remove mundane &time-consuming tasks
Allow Brokers to spend time where it matters by shortening the time spent on time-consuming tasks such as Submission Creation, Quote Comparison, and Policy Checklists.
Efficiency
Remove mundane &time-consuming tasks
Allow Brokers to spend time where it matters by shortening the time spent on time-consuming tasks such as Submission Creation, Quote Comparison, and Policy Checklists.
Efficiency
Remove mundane &time-consuming tasks
Allow Brokers to spend time where it matters by shortening the time spent on time-consuming tasks such as Submission Creation, Quote Comparison, and Policy Checklists.
Efficiency
Reduce the chance of errors!
With Smart Data Mapping & standardized procedures, allow your Brokers to sleep calmly with automatic error detection and documentation comparison tools.
Efficiency
Reduce the chance of errors!
With Smart Data Mapping & standardized procedures, allow your Brokers to sleep calmly with automatic error detection and documentation comparison tools.
Efficiency
Reduce the chance of errors!
With Smart Data Mapping & standardized procedures, allow your Brokers to sleep calmly with automatic error detection and documentation comparison tools.
Book a Discussion
Ready to transform
your brokerage?
Error Reduction
Reduce the chance of errors!
With Smart Data Mapping & standardized procedures, allow your Brokers to sleep calmly with automatic error detection and documentation comparison tools.
Process
Process
Process
Your renewals with Parasol
Your renewals
with Parasol
Your renewals with Parasol
Process Initiation
Placement Progress Begins
Automatic Pre-Renewal Notification kicks off renewal
01
Client Risk Profile
Digital Application Form
Digital Application Form with smart data mapping. Automatically fills Insurer Applications based on digitally submitted data.
02
Submission Creation
Auto-drafts Word Doc
Automatically drafts a customizable word document that pulls data from a preset dataset or based on last years policy.
03
Go-To-Market
Mass Email to Underwriters
Draft emails to Underwriters on mass via Outlook which are tracked and saved. Outlook Addin allows Brokers to save email content and attachments directly into OneDrive.
04
Quote Ingestion
AI OCR Transformation
Quotes received from Underwriters are automatically saved can be uploaded for AI OCR Transformation Ingestion, which automatically extracts sublimits, deductibles, and other values based on custom mapping.
05
Quote Management
Compare Quotes
Keep track of deductibles and compare quotes with ease; having deductibles, warranties, and exclusions highlighted and compared. Create Mudmaps & Program Charts automatically to keep track of larger placements.
06
Proposal Creation
Auto-draft from Quote
Automatically drafts a customizable word document based on values from the Quote, allowing for customization and creation of a trackable QDR.
07
Policy Checklist
Ensure correct coverage
Seemlessly reference policies received and perform a policy checklist to ensure proper client coverage.
08
Invoicing Begins
Process Complete
API connection to existing invoicing solution to reduce integration errors.
09
Process Initiation
Placement Progress Begins
Automatic Pre-Renewal Notification kicks off renewal
01
Client Risk Profile
Digital Application Form
Digital Application Form with smart data mapping. Automatically fills Insurer Applications based on digitally submitted data.
02
Submission Creation
Auto-drafts Word Doc
Automatically drafts a customizable word document that pulls data from a preset dataset or based on last years policy.
03
Go-To-Market
Mass Email to Underwriters
Draft emails to Underwriters on mass via Outlook which are tracked and saved. Outlook Addin allows Brokers to save email content and attachments directly into OneDrive.
04
Quote Ingestion
AI OCR Transformation
Quotes received from Underwriters are automatically saved can be uploaded for AI OCR Transformation Ingestion, which automatically extracts sublimits, deductibles, and other values based on custom mapping.
05
Quote Management
Compare Quotes
Keep track of deductibles and compare quotes with ease; having deductibles, warranties, and exclusions highlighted and compared. Create Mudmaps & Program Charts automatically to keep track of larger placements.
06
Proposal Creation
Auto-draft from Quote
Automatically drafts a customizable word document based on values from the Quote, allowing for customization and creation of a trackable QDR.
07
Policy Checklist
Ensure correct coverage
Seemlessly reference policies received and perform a policy checklist to ensure proper client coverage.
08
Invoicing Begins
Process Complete
API connection to existing invoicing solution to reduce integration errors.
09
Process Initiation
Placement Progress Begins
Automatic Pre-Renewal Notification kicks off renewal
01
Client Risk Profile
Digital Application Form
Digital Application Form with smart data mapping. Automatically fills Insurer Applications based on digitally submitted data.
02
Submission Creation
Auto-drafts Word Doc
Automatically drafts a customizable word document that pulls data from a preset dataset or based on last years policy.
03
Go-To-Market
Mass Email to Underwriters
Draft emails to Underwriters on mass via Outlook which are tracked and saved. Outlook Addin allows Brokers to save email content and attachments directly into OneDrive.
04
Quote Ingestion
AI OCR Transformation
Quotes received from Underwriters are automatically saved can be uploaded for AI OCR Transformation Ingestion, which automatically extracts sublimits, deductibles, and other values based on custom mapping.
05
Quote Management
Compare Quotes
Keep track of deductibles and compare quotes with ease; having deductibles, warranties, and exclusions highlighted and compared. Create Mudmaps & Program Charts automatically to keep track of larger placements.
06
Proposal Creation
Auto-draft from Quote
Automatically drafts a customizable word document based on values from the Quote, allowing for customization and creation of a trackable QDR.
07
Policy Checklist
Ensure correct coverage
Seemlessly reference policies received and perform a policy checklist to ensure proper client coverage.
08
Invoicing Begins
Process Complete
API connection to existing invoicing solution to reduce integration errors.
09
Process Initiation
Placement Progress Begins
Automatic Pre-Renewal Notification kicks off renewal
01
Client Risk Profile
Digital Application Form
Digital Application Form with smart data mapping. Automatically fills Insurer Applications based on digitally submitted data.
02
Submission Creation
Auto-drafts Word Doc
Automatically drafts a customizable word document that pulls data from a preset dataset or based on last years policy.
03
Go-To-Market
Mass Email to Underwriters
Draft emails to Underwriters on mass via Outlook which are tracked and saved. Outlook Addin allows Brokers to save email content and attachments directly into OneDrive.
04
Quote Ingestion
AI OCR Transformation
Quotes received from Underwriters are automatically saved can be uploaded for AI OCR Transformation Ingestion, which automatically extracts sublimits, deductibles, and other values based on custom mapping.
05
Quote Management
Compare Quotes
Keep track of deductibles and compare quotes with ease; having deductibles, warranties, and exclusions highlighted and compared. Create Mudmaps & Program Charts automatically to keep track of larger placements.
06
Proposal Creation
Auto-draft from Quote
Automatically drafts a customizable word document based on values from the Quote, allowing for customization and creation of a trackable QDR.
07
Policy Checklist
Ensure correct coverage
Seemlessly reference policies received and perform a policy checklist to ensure proper client coverage.
08
Invoicing Begins
Process Complete
API connection to existing invoicing solution to reduce integration errors.
09
Process Initiation
Placement Progress Begins
Automatic Pre-Renewal Notification kicks off renewal
01
Client Risk Profile
Digital Application Form
Digital Application Form with smart data mapping. Automatically fills Insurer Applications based on digitally submitted data.
02
Submission Creation
Auto-drafts Word Doc
Automatically drafts a customizable word document that pulls data from a preset dataset or based on last years policy.
03
Go-To-Market
Mass Email to Underwriters
Draft emails to Underwriters on mass via Outlook which are tracked and saved. Outlook Addin allows Brokers to save email content and attachments directly into OneDrive.
04
Quote Ingestion
AI OCR Transformation
Quotes received from Underwriters are automatically saved can be uploaded for AI OCR Transformation Ingestion, which automatically extracts sublimits, deductibles, and other values based on custom mapping.
05
Quote Management
Compare Quotes
Keep track of deductibles and compare quotes with ease; having deductibles, warranties, and exclusions highlighted and compared. Create Mudmaps & Program Charts automatically to keep track of larger placements.
06
Proposal Creation
Auto-draft from Quote
Automatically drafts a customizable word document based on values from the Quote, allowing for customization and creation of a trackable QDR.
07
Policy Checklist
Ensure correct coverage
Seemlessly reference policies received and perform a policy checklist to ensure proper client coverage.
08
Invoicing Begins
Process Complete
API connection to existing invoicing solution to reduce integration errors.
09
Process Initiation
Placement Progress Begins
Automatic Pre-Renewal Notification kicks off renewal
01
Client Risk Profile
Digital Application Form
Digital Application Form with smart data mapping. Automatically fills Insurer Applications based on digitally submitted data.
02
Submission Creation
Auto-drafts Word Doc
Automatically drafts a customizable word document that pulls data from a preset dataset or based on last years policy.
03
Go-To-Market
Mass Email to Underwriters
Draft emails to Underwriters on mass via Outlook which are tracked and saved. Outlook Addin allows Brokers to save email content and attachments directly into OneDrive.
04
Quote Ingestion
AI OCR Transformation
Quotes received from Underwriters are automatically saved can be uploaded for AI OCR Transformation Ingestion, which automatically extracts sublimits, deductibles, and other values based on custom mapping.
05
Quote Management
Compare Quotes
Keep track of deductibles and compare quotes with ease; having deductibles, warranties, and exclusions highlighted and compared. Create Mudmaps & Program Charts automatically to keep track of larger placements.
06
Proposal Creation
Auto-draft from Quote
Automatically drafts a customizable word document based on values from the Quote, allowing for customization and creation of a trackable QDR.
07
Policy Checklist
Ensure correct coverage
Seemlessly reference policies received and perform a policy checklist to ensure proper client coverage.
08
Invoicing Begins
Process Complete
API connection to existing invoicing solution to reduce integration errors.
09
Process Initiation
Placement Progress Begins
Automatic Pre-Renewal Notification kicks off renewal
01
Client Risk Profile
Digital Application Form
Digital Application Form with smart data mapping. Automatically fills Insurer Applications based on digitally submitted data.
02
Submission Creation
Auto-drafts Word Doc
Automatically drafts a customizable word document that pulls data from a preset dataset or based on last years policy.
03
Go-To-Market
Mass Email to Underwriters
Draft emails to Underwriters on mass via Outlook which are tracked and saved. Outlook Addin allows Brokers to save email content and attachments directly into OneDrive.
04
Quote Ingestion
AI OCR Transformation
Quotes received from Underwriters are automatically saved can be uploaded for AI OCR Transformation Ingestion, which automatically extracts sublimits, deductibles, and other values based on custom mapping.
05
Quote Management
Compare Quotes
Keep track of deductibles and compare quotes with ease; having deductibles, warranties, and exclusions highlighted and compared. Create Mudmaps & Program Charts automatically to keep track of larger placements.
06
Proposal Creation
Auto-draft from Quote
Automatically drafts a customizable word document based on values from the Quote, allowing for customization and creation of a trackable QDR.
07
Policy Checklist
Ensure correct coverage
Seemlessly reference policies received and perform a policy checklist to ensure proper client coverage.
08
Invoicing Begins
Process Complete
API connection to existing invoicing solution to reduce integration errors.
09
Process Initiation
Placement Progress Begins
Automatic Pre-Renewal Notification kicks off renewal
01
Client Risk Profile
Digital Application Form
Digital Application Form with smart data mapping. Automatically fills Insurer Applications based on digitally submitted data.
02
Submission Creation
Auto-drafts Word Doc
Automatically drafts a customizable word document that pulls data from a preset dataset or based on last years policy.
03
Go-To-Market
Mass Email to Underwriters
Draft emails to Underwriters on mass via Outlook which are tracked and saved. Outlook Addin allows Brokers to save email content and attachments directly into OneDrive.
04
Quote Ingestion
AI OCR Transformation
Quotes received from Underwriters are automatically saved can be uploaded for AI OCR Transformation Ingestion, which automatically extracts sublimits, deductibles, and other values based on custom mapping.
05
Quote Management
Compare Quotes
Keep track of deductibles and compare quotes with ease; having deductibles, warranties, and exclusions highlighted and compared. Create Mudmaps & Program Charts automatically to keep track of larger placements.
06
Proposal Creation
Auto-draft from Quote
Automatically drafts a customizable word document based on values from the Quote, allowing for customization and creation of a trackable QDR.
07
Policy Checklist
Ensure correct coverage
Seemlessly reference policies received and perform a policy checklist to ensure proper client coverage.
08
Invoicing Begins
Process Complete
API connection to existing invoicing solution to reduce integration errors.
09
Process Initiation
Placement Progress Begins
Automatic Pre-Renewal Notification kicks off renewal
01
Client Risk Profile
Digital Application Form
Digital Application Form with smart data mapping. Automatically fills Insurer Applications based on digitally submitted data.
02
Submission Creation
Auto-drafts Word Doc
Automatically drafts a customizable word document that pulls data from a preset dataset or based on last years policy.
03
Go-To-Market
Mass Email to Underwriters
Draft emails to Underwriters on mass via Outlook which are tracked and saved. Outlook Addin allows Brokers to save email content and attachments directly into OneDrive.
04
Quote Ingestion
AI OCR Transformation
Quotes received from Underwriters are automatically saved can be uploaded for AI OCR Transformation Ingestion, which automatically extracts sublimits, deductibles, and other values based on custom mapping.
05
Quote Management
Compare Quotes
Keep track of deductibles and compare quotes with ease; having deductibles, warranties, and exclusions highlighted and compared. Create Mudmaps & Program Charts automatically to keep track of larger placements.
06
Proposal Creation
Auto-draft from Quote
Automatically drafts a customizable word document based on values from the Quote, allowing for customization and creation of a trackable QDR.
07
Policy Checklist
Ensure correct coverage
Seemlessly reference policies received and perform a policy checklist to ensure proper client coverage.
08
Invoicing Begins
Process Complete
API connection to existing invoicing solution to reduce integration errors.
09
Process Initiation
Placement Progress Begins
Automatic Pre-Renewal Notification kicks off renewal
01
Client Risk Profile
Digital Application Form
Digital Application Form with smart data mapping. Automatically fills Insurer Applications based on digitally submitted data.
02
Submission Creation
Auto-drafts Word Doc
Automatically drafts a customizable word document that pulls data from a preset dataset or based on last years policy.
03
Go-To-Market
Mass Email to Underwriters
Draft emails to Underwriters on mass via Outlook which are tracked and saved. Outlook Addin allows Brokers to save email content and attachments directly into OneDrive.
04
Quote Ingestion
AI OCR Transformation
Quotes received from Underwriters are automatically saved can be uploaded for AI OCR Transformation Ingestion, which automatically extracts sublimits, deductibles, and other values based on custom mapping.
05
Quote Management
Compare Quotes
Keep track of deductibles and compare quotes with ease; having deductibles, warranties, and exclusions highlighted and compared. Create Mudmaps & Program Charts automatically to keep track of larger placements.
06
Proposal Creation
Auto-draft from Quote
Automatically drafts a customizable word document based on values from the Quote, allowing for customization and creation of a trackable QDR.
07
Policy Checklist
Ensure correct coverage
Seemlessly reference policies received and perform a policy checklist to ensure proper client coverage.
08
Invoicing Begins
Process Complete
API connection to existing invoicing solution to reduce integration errors.
09
Process Initiation
Placement Progress Begins
Automatic Pre-Renewal Notification kicks off renewal
01
Client Risk Profile
Digital Application Form
Digital Application Form with smart data mapping. Automatically fills Insurer Applications based on digitally submitted data.
02
Submission Creation
Auto-drafts Word Doc
Automatically drafts a customizable word document that pulls data from a preset dataset or based on last years policy.
03
Go-To-Market
Mass Email to Underwriters
Draft emails to Underwriters on mass via Outlook which are tracked and saved. Outlook Addin allows Brokers to save email content and attachments directly into OneDrive.
04
Quote Ingestion
AI OCR Transformation
Quotes received from Underwriters are automatically saved can be uploaded for AI OCR Transformation Ingestion, which automatically extracts sublimits, deductibles, and other values based on custom mapping.
05
Quote Management
Compare Quotes
Keep track of deductibles and compare quotes with ease; having deductibles, warranties, and exclusions highlighted and compared. Create Mudmaps & Program Charts automatically to keep track of larger placements.
06
Proposal Creation
Auto-draft from Quote
Automatically drafts a customizable word document based on values from the Quote, allowing for customization and creation of a trackable QDR.
07
Policy Checklist
Ensure correct coverage
Seemlessly reference policies received and perform a policy checklist to ensure proper client coverage.
08
Invoicing Begins
Process Complete
API connection to existing invoicing solution to reduce integration errors.
09
Process Initiation
Placement Progress Begins
Automatic Pre-Renewal Notification kicks off renewal
01
Client Risk Profile
Digital Application Form
Digital Application Form with smart data mapping. Automatically fills Insurer Applications based on digitally submitted data.
02
Submission Creation
Auto-drafts Word Doc
Automatically drafts a customizable word document that pulls data from a preset dataset or based on last years policy.
03
Go-To-Market
Mass Email to Underwriters
Draft emails to Underwriters on mass via Outlook which are tracked and saved. Outlook Addin allows Brokers to save email content and attachments directly into OneDrive.
04
Quote Ingestion
AI OCR Transformation
Quotes received from Underwriters are automatically saved can be uploaded for AI OCR Transformation Ingestion, which automatically extracts sublimits, deductibles, and other values based on custom mapping.
05
Quote Management
Compare Quotes
Keep track of deductibles and compare quotes with ease; having deductibles, warranties, and exclusions highlighted and compared. Create Mudmaps & Program Charts automatically to keep track of larger placements.
06
Proposal Creation
Auto-draft from Quote
Automatically drafts a customizable word document based on values from the Quote, allowing for customization and creation of a trackable QDR.
07
Policy Checklist
Ensure correct coverage
Seemlessly reference policies received and perform a policy checklist to ensure proper client coverage.
08
Invoicing Begins
Process Complete
API connection to existing invoicing solution to reduce integration errors.
09
Book a Discussion
Book a Discussion
Ready to transform
your brokerage?
Ready to transform
your brokerage?
Book a Discussion
Ready to transform
your brokerage?
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Subscribe to hear updates directly
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Subscribe to hear updates directly
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