Product Updates

See what we've shipped, what we're building now, and what's coming next for QuoteSweep.

25

Carriers

8

Lines of Business

1,012

NAICS Codes

350+

Automated Tests

In Progress

2

Currently being built

In Progress
Import

Enhanced ACORD PDF Import

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

In Progress
Import

Enhanced Natural Language Input

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

Coming Soon

5

What we're building next

Coming Soon
Analytics

Agent Analytics

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

Coming Soon
Intelligence

ML-Powered Appetite Scoring

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

Coming Soon
Integrations

AMS Integrations

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

Coming Soon
Quoting

Additional Lines of Business

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

Coming Soon
Carriers

Carrier Portal Registry & Smart Panel

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

Shipped

18

Live and ready to use

Shipped
Import

ACORD PDF Import

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

Mar 2026

Shipped
Quoting

Cross-Line Comparison Matrix

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

Mar 2026

Shipped
Quoting

Multi-Carrier Quoting Engine

Submit one form, get quotes from 25+ P&C carriers simultaneously via TinyFish browser automation.

Mar 2026

Shipped
Import

Natural Language Input

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

Mar 2026

Shipped
Infrastructure

Reliability & Infrastructure

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

Mar 2026

Shipped
Quoting

Smart Carrier Selection

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

Mar 2026

Shipped
Quoting

8 Lines of Business

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

Feb 2026

Shipped
Quoting

Real-Time Quote Tracking

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

Feb 2026

Shipped
Workflow

Client Management

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

Feb 2026

Shipped
Workflow

Proposal Builder

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

Feb 2026

Shipped
Workflow

Shareable Proposal Links

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

Feb 2026

Shipped
Workflow

Bind Workflow

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

Feb 2026

Shipped
Workflow

Renewal Tracking Dashboard

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

Feb 2026

Shipped
Import

ACORD XML Import

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

Feb 2026

Shipped
Import

CSV Bulk Import

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

Feb 2026

Shipped
Intelligence

Appetite Intelligence

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

Feb 2026

Shipped
Carriers

Carrier Panel & Credentials

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

Feb 2026

Shipped
Analytics

Analytics Dashboard & ROI Calculator

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

Feb 2026

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