Insurance quote proposal preparation
For Insurance account teams assembling proposals
Prepare proposed coverage, limits, premium and validity dates from a carrier quote with fields you can edit. Quote comparison external.
25 free credits/month · No card needed
See the workflow and review checksInspect a document example.
Synthetic documents · Expected output- applicant name
- Example Applicant - synthetic
- carrier name
- Example Carrier - synthetic
- quote reference
- DEMO-QUOTE-0042
- quote date
- 2026-09-30
- valid until
- 2026-11-30
- coverage rows
- [ { "coverage_label": "Example coverage label - synthetic", "stated_limit_text": "Stated limit text explicitly printed in the original synthetic source for reviewer context.", "stated_deductible_text": "Stated deductible text explicitly printed in the original synthetic source for reviewer context.", "optional_text": "Optional text explicitly printed in the original synthetic source for reviewer context." } ]
- proposed premium
- 1250
{
"applicant_name": "Example Applicant - synthetic",
"carrier_name": "Example Carrier - synthetic",
"quote_reference": "DEMO-QUOTE-0042",
"quote_date": "2026-09-30",
"valid_until": "2026-11-30",
"coverage_rows": [
{
"coverage_label": "Example coverage label - synthetic",
"stated_limit_text": "Stated limit text explicitly printed in the original synthetic source for reviewer context.",
"stated_deductible_text": "Stated deductible text explicitly printed in the original synthetic source for reviewer context.",
"optional_text": "Optional text explicitly printed in the original synthetic source for reviewer context."
}
],
"proposed_premium": 1250
}A complete synthetic document with the visible values shown below. Real responses also include model-reported confidence, validation and result status. Test your own file with this schema.
When this work lands on your desk
A carrier quote arrives for insurance account teams assembling proposals. The next step needs proposed coverage, limits, premium and validity dates, recorded under the correct document reference before the information enters your insurance operations register.
A quote marks a coverage as optional and prices it separately. Preserve optional status so a proposal reviewer does not assume it is included. This schema keeps the source labels and values explicit so the reviewer can resolve the issue before downstream use.
Start with the documents you already collect
- Carrier quote PDFs
- Scanned or photographed carrier quote pages
PDF, JPEG, PNG, TIFF, or WEBP. Send one file per extraction call; create separate schemas when the document types need different fields.
Define the fields
Open the starter schema. Edit field descriptions, mark the values your process requires, and save it in your account.
Extract at intake
Send the document and saved schema slug to
POST /api/v1/extract, or collect the file through a branded upload site.Hand off reviewed data
After checking applicant name, carrier name, quote reference, your application maps the reviewed record into your insurance operations register. Keep the original document reference with the result. Quote comparison external. Dokyumi processes one file with a saved schema; your application owns record matching, business rules and updates to other systems.
A schema shaped around the next step.
Start with these fields, then adjust them to match your documents and destination system. The example above shows the data object you are asking Dokyumi to extract.
Download editable starter schemaChoose required fields for your process. The starter schema preserves any defined nested fields; refine line-item structures and test them on representative files.
| Field | Type | What to capture |
|---|---|---|
applicant_name | string | Applicant name exactly as printed in this carrier quote. Preserve identifiers and qualifiers; do not look up or infer missing information. |
carrier_name | string | Carrier name exactly as printed in this carrier quote. Preserve identifiers and qualifiers; do not look up or infer missing information. |
quote_reference | string | Quote reference exactly as printed in this carrier quote. Preserve identifiers and qualifiers; do not look up or infer missing information. |
quote_date | date | Quote date explicitly printed in this carrier quote. Keep it distinct from other dates; leave it empty if no calendar date is stated. |
valid_until | date | Valid until explicitly printed in this carrier quote. Keep it distinct from other dates; leave it empty if no calendar date is stated. |
coverage_rows | array | Every visible coverage rows row in this carrier quote. Preserve separate rows, labels and qualifiers; do not merge entries or reconstruct missing ones. |
proposed_premium | currency | Proposed premium explicitly labeled in this carrier quote. Preserve its sign and stated currency; do not calculate a missing amount. |
Give exceptions a clear path to review.
Dokyumi returns a model-reported confidence map, validation details, and a completed or review status for produced results. Check required fields and your business rules before passing data onward.
A completed extraction describes the extraction result. Your application and reviewers own matching, approvals, routing, and updates to other systems.
Read the response contractChecks for this process
- A quote marks a coverage as optional and prices it separately. Preserve optional status so a proposal reviewer does not assume it is included.
- Check quote date, valid until against their own printed labels; leave an unstated date empty instead of deriving it.
- Check proposed premium for signs, decimal placement and stated currency before any downstream calculation or posting.
- Compare every coverage rows row with the source, including continuation pages, separate categories and repeated table headings.
Prove the fit on a representative batch.
Test carrier quote examples from the layouts your team actually receives. Include the exception described here: A quote marks a coverage as optional and prices it separately. Preserve optional status so a proposal reviewer does not assume it is included. Compare the extracted applicant name, carrier name, quote reference and any line rows with a reviewer's checked reference before enabling downstream actions.
Compare extracted values with a reviewer’s reference set. Record corrections, unresolved fields, review time, and credits used before connecting downstream actions.
The free plan’s credit limits apply. Assisted pilots are scoped with Dokyumi before work begins.
Expand when the next process is ready
Add recurring extraction capacity when carrier quote intake becomes routine. Reuse this field contract for layouts that express the same information; create a separate schema when the next document has different fields or review requirements.
For a tailored implementation
Discuss document volume, page lengths and schema setup for insurance account teams assembling proposals. Bring difficult carrier quote samples and the review requirements your implementation must preserve.
Talk through document mix and volumeStart small. Add capacity as intake grows.
All self-service plans include the REST API, upload-site webhooks, custom confidence thresholds, and schema inference. Choose by volume, schema count, and upload sites.
Each document uses one credit per 5 pages, rounded up. An 8-page file uses 2 credits. Self-service files can be up to 50 pages; larger files, custom-built schemas, and additional volume are quoted through Enterprise. Full pricing details
Questions about insurance quote proposal preparation
Which fields can I capture from a carrier quote?
The starter schema contains applicant name, carrier name, quote reference, quote date, valid until, coverage rows, proposed premium. Edit those definitions and choose your required fields before saving. Array fields include defined sub-fields so row values have a validation structure.
What needs review in insurance quote proposal preparation?
A quote marks a coverage as optional and prices it separately. Preserve optional status so a proposal reviewer does not assume it is included. Check the original source alongside model-reported confidence and validation output; completion status describes the extraction result, not the business decision.
How does this data reach your insurance operations register?
Save the schema, then send one supported PDF or image to POST /api/v1/extract with its slug. The response contains the data, model-reported confidence, validation and result status. Your application maps reviewed values to the destination; upload-site submissions can use a configured webhook. Quote comparison external.
How do I test this workflow on my own documents?
Start free with 25 credits per month, 2 schemas, and 1 branded upload site. The starter schema opens in the schema builder after sign-up. Edit the fields, save it, and upload a representative file through your account or the extraction API. Account documents are stored according to Dokyumi’s privacy policy; contact hello@dokyumi.com for deletion requests and retention requirements.