Transforming Quote

Response Times with AI

A leading insurance provider was bleeding revenue. During peak seasons, quote requests flooded in faster than human specialists could handle, stretching turnaround times from days to week. Deals slipped through the cracks. Millions were lost. They needed speed without sacrificing accuracy or compliance. 

To solve the backlog and win back lost business, Provoke built a quoting AI Agent that acts as a digital co-worker. Integrated directly into Salesforce and powered by AWS, the AI agent took on what once required entire teams. 

 

It starts by scanning incoming quote requests and attachments, extracting critical information using a sequence of foundation models. It checks for completeness, flags missing data, and pipes everything directly into the company’s quoting engine. A lightweight UI gives specialists oversight so they can quickly validate, adjust, and approve quotes. And every human edit feeds back into the model, making it smarter over time. 

 

The  impact was immediate. Turnaround time dropped from weeks to under 4 hours. During peak demand, the agent handled 10x more quotes without hesitating. Revenue losses were reversed as deals were closed instead of delayed. And specialists finally had time to focus on edge cases and customer relationships instead of drowning in data entry. 

 

This AI agent not only sped things up, but also rewired the company’s approach to quoting, resulting in unlocking scale, precision, and growth in one move. 

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