The AI agent for insurance brokers

Sauna assembles the submission to carriers, builds the quote comparison, drafts the client proposal, and writes the renewal review so each placement and renewal is market-tested and presented clearly to the client.

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What it does

What Sauna does for insurance brokers

01
Build the submission
Sauna pulls the client's exposures and loss runs from the file in Google Drive, drafts the carrier submission with the application and narrative, and flags any underwriting question still open.
02
Compare the quotes
It lays the carrier quotes side by side in Google Sheets — premium, limits, retentions, exclusions — and highlights the coverage differences that matter for this client's risk.
03
Draft the client proposal
Sauna writes the proposal in Google Docs recommending an option with the rationale, pulling the comparison, and holds it for your review before the client meeting.
04
Run the renewal review
It tracks renewal dates in HubSpot, pulls the expiring terms, drafts the renewal review and remarketing plan, and surfaces accounts where the market has moved against the client.

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In context

Ask in chat. It does the work.

Sauna shows up where you already work — the web app, Slack, email, iMessage, and Superhuman. It reads what it needs, does the task, and comes back with the draft for your approval.

app.sauna.ai/sauna

You

@Sauna Build a property submission for the Delgado account from their loss runs, compare the three carrier quotes side by side, and draft a proposal recommending the best fit with the coverage trade-offs.

Sauna

Reading Google Drive and Google Sheets.

Done — here's the draft and what I found. Approve to send.

Try it

Ask in plain words

The literal prompt for this job. Open it in Sauna and it picks up from there.

“Build a property submission for the Delgado account from their loss runs, compare the three carrier quotes side by side, and draft a proposal recommending the best fit with the coverage trade-offs.”

Example promptRun in Sauna →

Plugs into the tools you already run — and thousands more, or any MCP server.

Google Drive Google Sheets Google Docs HubSpot

Good to know

Questions, answered.

Will it bind coverage on its own?

No. It builds submissions, compares quotes, and drafts proposals, but binding happens only after you and the client decide. Nothing is placed without your approval.

Can it misstate a policy's coverage?

It reads the terms straight from the carrier quotes and shows limits, retentions, and exclusions side by side with the source. It flags ambiguous wording rather than smoothing over a coverage gap.