Branded draft
The reviewed case information in your proposal structure and house style.
Put the reviewed recommendation into your proposal.
Navi combines carrier quotes, client details and your branded template to prepare a proposal. Your broker edits the recommendation, checks the terms and approves the final document.
Use the reviewed Elm comparison to prepare our Riverside proposal. Include the selected terms, recommendation and outstanding questions.
Preparing the proposal repeats work already done.
The comparison may be complete, but the selected terms, client details and caveats still need to reach the broker’s proposal template. Re-entering that information creates another version to check and can leave the recommendation disconnected from the quotes.
A draft in your template, for the broker to edit.
This fictional Riverside proposal brings the reviewed Elm terms into a draft for the broker. The recommendation and final document still require approval before delivery.
Riverside renewalPrepared for review
Conversation with Navi
You
NaviI’ve reviewed the terms. Use Elm and prepare our renewal proposal.
Your proposal is ready to review.
ElmSelected insurer · £14,200 annual premium
I’ve populated your proposal with the selected terms.
Riverside renewal proposalAwaiting approval
Prepared output
ILLUSTRATIVE RECORDS
Riverside renewal proposal
Insurer
Elm
Annual premium
£14,200
Flood limit
£2,000,000
Flood excess
£25,000
Status
Draft · awaiting your approval
Source excerptClient brief · page 2
Minimum flood indemnity limit: £2,000,000 any one occurrence.
How the work gets done
01
Start with reviewed information
Bring together the carrier quotes, client details and comparison. Navi checks the information and looks for duplicate proposals on the placement.
02
Populate your template
Prepare the cover, client overview, comparison, premium and coverage summary. Include exclusions, subjectivities, the recommendation and your disclaimer wording.
03
Edit, approve and deliver
The broker adjusts the recommendation and reviews the full document. Approve the final proposal before exporting or delivering it.
A populated, branded proposal ready for approval.
Editable recommendation
The rationale and selected terms, with outstanding questions visible for the broker to resolve.
Reviewed final document
A proposal checked by the broker before export or delivery, with underlying quotes available for reference.
Review the advice in the proposal itself.
The broker starts with a populated draft and can focus on the recommendation, exclusions and outstanding questions. The supporting quotes remain available when checking the final proposal.
The broker signs off the recommendation.
Your template carries the advice, caveats and disclosures your business requires. The broker checks that the draft reflects the client's needs and the current quotation.
- Confirm client details and the selected quote version.
- Review limits, exclusions, subjectivities and unresolved questions.
- Approve the recommendation, disclaimers and final document before delivery.
Configure it around your team.
During implementation, we agree the documents, rules and outputs this workflow needs.
- Your branded template and required proposal sections
- Your recommendation, disclosure and disclaimer wording
- Review responsibilities and the delivery formats you use
Part of Workflows: per-seat access, unlimited runs, medium-complexity extraction and a hard limit of 500 pages per run.
Explore Workflows →Show us the proposal format your brokers use.
We'll start with the task your team handles, demonstrate how Navi prepares the work and discuss a custom demo you can test.