Product Updates

Adding PDF support to the standalone import page alongside existing XML and CSV tabs. Same Claude AI extraction, available everywhere.

Refining the 'describe your business' parser for better accuracy across more industries and edge cases.

Win rate tracking, premium benchmarking, and carrier reliability scores -- know if a quote is competitive before you propose it.

Statistical appetite predictions based on quote rates per carrier, NAICS code, and state. Blended static and observed data with premium prediction.

Pull client data directly from HawkSoft and NowCerts -- zero re-keying.

Expanded Commercial Auto, Umbrella with auto-populated underlying policies, more Cyber/E&O/EPLI carriers, and E&S surplus lines.

Top 200 carrier registry with agent portal URLs, state licensing, lines offered, smart filtering, and carrier recommendations based on your quoting history.

QuoteSweep now indexes 948 commercial insurance carriers — up from 520 last month. 553 enriched with structured appetite data, 42 normalized lines of business, and 1,498 appetite rules powering instant eligibility filtering.

Mar 2026

Carrier intelligence now comes from two independent data pipelines — a primary structured data pipeline and a secondary document extraction pipeline that captures underwriting guidelines, accepted class codes, and special programs. Monthly staleness refresh keeps data current.

Mar 2026

New local development tooling for building carrier portal automation. Portal scout scripts let engineers screenshot, snapshot, and analyze any carrier portal in one command — then translate that into goal prompts for browser agents. Accelerates the pace of new carrier automations.

Mar 2026

Every enriched carrier now feeds structured appetite rules into the quoting engine. QuoteSweep instantly filters out carriers that don't write your client's industry, state, or size — before dispatching a single browser agent. Fewer wasted automation runs, faster results.

Mar 2026

Drag and drop an ACORD PDF -- Claude AI extracts all fields and pre-fills your quote form instantly.

Mar 2026

Compare carriers side-by-side across multiple lines of business with best-price highlighting.

Mar 2026

Submit one form, get quotes from 70+ P&C carriers simultaneously via TinyFish AI web agents.

Mar 2026

Paste an email or describe a business in plain English and the form fills itself automatically.

Mar 2026

Server-side cancel, orphan cleanup, staleness detection, and auto-retry with smart backoff for rock-solid quoting.

Mar 2026

Only dispatches to carriers that support your requested lines and have active goal builders.

Mar 2026

BOP, Workers' Comp, General Liability, Commercial Auto, Umbrella, Cyber, Professional Liability (E&O), and EPLI -- all from one platform.

Feb 2026

Watch carrier quotes come in live with status updates, progress indicators, and instant results.

Feb 2026

Auto-creates clients from quotes with de-duplication, agency-scoped search, and one-click re-quote.

Feb 2026

Select winning quotes, add recommendations and per-carrier notes, generate branded PDF proposals.

Feb 2026

Send proposals via link with view tracking -- know when your client opens it.

Feb 2026

Status progression from Quoted to Bound to Active to Expired with policy number tracking and bind checklist.

Feb 2026

30/60/90 day expiration buckets so you never miss a renewal.

Feb 2026

Full support for ACORD 125/126/127/130 standard XML files.

Feb 2026

Upload a spreadsheet of clients with auto-detected column mapping.

Feb 2026

Static rules, observed learning from every quote outcome, and one-click carrier portal verification with confidence scoring across 1,012 NAICS codes.

Feb 2026

25 carriers integrated with AES-256-GCM encrypted credential storage, one-click connection testing, and automatic MFA handling.

Feb 2026

Quoting volume trends, carrier performance rankings, line-of-business distribution, carrier reliability scores, and a built-in ROI calculator.

Feb 2026