AI Agents

Quotation Screening Agent

The client sent the data for a Fleet Insurance quote via email. Can you organize the information?

I am automatically centralizing and structuring data received through multiple channels, extracting information from forms and PDFs to ensure the registration is complete.

I identified that, although the client sent the list of vehicles, the 'Driver Profile' form has the 'Overnight Zip Code' field blank for 5 out of 20 items.

I structured the valid data and marked the incomplete items. I sent an automatic request to the client asking for the missing zip codes to prevent the insurance company from rejecting the rate calculation.

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What this Agent solves for you

What it does

It automatically centralizes and structures quotation data received through multiple channels.

Automated activities

Multichannel data collection
Extraction of information from forms, PDFs, and emails
Identification of missing data.

Agent Subfunction

Data collection and structuring
Validation and compliance

Results and impact

Up to 90%

less time in the policy issuance cycle

99%

reduction in compliance risks.

Your life gets faster with Pipefy AI Agents

90% faster

Traditional path

1–3 hours

With Pipefy AI Agent

~10 minutes

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Quote Screening Agent and how does it work?

The Quote Screening Agent is a specialized AI Worker within Pipefy's Quotation AI Studio solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual processes, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.

How much does it cost to use the Quote Screening Agent in Pipefy?

The cost of the Quote Screening Agent in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.

What is the difference between the Quote Screening Agent and manual processes?

While manual processes rely on manual intervention at every step, the Quote Screening Agent executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.

How do I choose the best Quote Screening agent for my company?

To choose the right Quote Screening agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.