Stop retyping the same answers
into every form

Proposal forms, renewal questionnaires and onboarding forms ask for details your client has already sent you. Parsewise drafts the answers from the documents on the case, links each one to its page and leaves the rest for you to complete.

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The answers are
already in the file

A broker placing one risk can fill out a proposal form for every carrier on the panel. The questions overlap, but the wording, order and layout change from form to form. So someone opens the client's schedules, accounts, loss runs and last year's proposal, and copies the details across by hand.

It is slow, and mistakes are hard to spot. A turnover figure from the wrong year or a claim missed off the loss run goes to market with the submission. It comes back as a query from the underwriter, or as a disclosure question when a claim is made.

From blank form to finished draft

  1. 01

    Upload the blank form

    Upload it as a PDF or a Word document, fillable, flat or scanned. Parsewise finds every box, tick box and table to fill.

  2. 02

    Parsewise drafts the answers

    It answers each question from the documents on the case, copying some values as written and working others out, like a five-year claims total. It also lists the files the form asks you to attach.

  3. 03

    Your team reviews it on the form

    Every answer links to the page it came from. Boxes Parsewise couldn't fill are marked for input. Type over a draft, or drag any extracted value onto the form.

  4. 04

    Download the completed form

    You get back the same PDF or Word file with the answers in place and its formatting untouched, ready to send with its attachments.

Proposals, renewals and onboarding

Carrier proposal forms

Fill each carrier's proposal form from one set of client documents, however the questions are laid out.

Broker submission preparation

Renewal questionnaires

Answer the renewal questionnaire from last year's proposal and the documents that have arrived since.

KYC and onboarding forms

Complete onboarding and due diligence forms from company documents, with the certificates they ask for matched.

KYC and AML checks

Filling a form on a carrier portal instead? The browser extension fills online forms from the same case. See every capability

Which form takes your team the longest?

Bring a blank form and the documents behind it. We'll fill it with you in a demo, and you can check each answer against its source.

Book a demo