When a customer brings in a cheaper quote, upload it. Finance Concepts AI reads it, compares it to your coverage, and builds a branded side-by-side proposal in seconds — so "it's cheaper somewhere else" becomes "look what that price leaves out."
Three steps, about a minute — and a manager signs off before anything reaches the customer.
Snap a photo or upload a PDF of the competitor's offer. The AI reads the coverage, term, price, and deductible.
Every extracted field is shown for the manager to confirm or correct. Nothing is assumed — you stay in control of the figures.
Out comes a branded, side-by-side PDF — your coverage against theirs, with the value made obvious. Ready to hand to the customer.
Instead of arguing about price, the customer sees exactly what the cheaper quote leaves out — on your letterhead.
Illustrative example. Figures are confirmed by the manager before the proposal is generated.
A cheaper number is only cheaper until the customer sees what it doesn't cover. The comparison reframes the whole conversation from "how much" to "how protected" — where your product wins.
The AI never sends anything on its own. It extracts and drafts; your manager confirms the numbers and approves before a single page reaches the customer. Speed of automation, with a human in control.
The output is a clean, professional PDF on your branding — not a screenshot or a scribble. It looks like the work of a sharp finance office, because it is.
Each manager gets a personal proposal history. Reopen any past proposal fully editable, update the numbers when the deal changes, and regenerate the PDF — it updates the same proposal instead of creating duplicates. The work your team does once keeps paying off.
A single saved deal that would have walked over price more than covers the cost. The comparison proposal turns your team's toughest objection into one of its strongest closes.