Replaces manual quoting with statement upload, provider comparison, and proposal output
Upload a merchant statement or create a manual quote. The platform extracts the data, compares providers, surfaces savings, and produces proposal-ready output.
Solution
Your sales team loses ~190 hours every month on manual quoting. Here is how to get that time back.
A 20-rep ISO team spending 60 minutes per deal loses 190 hours/month to manual quoting. The broker platform cuts that to ~3 minutes per deal — saving ~£4,750/month in cost and freeing capacity for more live opportunities.
Manual + statement-led
Surfaced saving
Manual quoting creates delays that kill live opportunities
Every hour a quote sits in review is an hour the merchant could move to another provider. The broker dashboard shows what needs action right now.
A typical ISO saves ~190 hours/month and £4,750/month in quoting cost
20 reps × 10 deals × 57 minutes saved per deal = 190 hours/month. At £25/hour, that is £4,750/month in recovered team capacity.
Sales teams get instant answers while the deal is still live
The AI knowledge module gives reps source-backed answers on providers, products, and onboarding without waiting for a senior person to reply. Saves ~133 hrs/month separately.
How It Works
From merchant statement to proposal-ready output in 4 steps
The saving comes from cutting the time between merchant interest and a usable proposal. Each step eliminates a manual bottleneck.
01
Open the queue and see what needs action right now
The broker dashboard shows manual quotes, statement-led quotes, review-ready items, and surfaced savings — all in one view. No chasing reps for status updates.
02
Upload a statement or enter the deal manually
A rep can upload a merchant statement PDF and let the platform extract and structure the data, or create a manual quote from scratch.
03
Review provider outcomes and surfaced savings
The platform compares providers, surfaces the best savings, and keeps the comparison close to the quote — no jumping between spreadsheets and tools.
04
Move into proposal output and hand off cleanly
Results and proposal-ready output stay connected to the quote. The handoff into merchant follow-up or onboarding is cleaner and more consistent.
The Savings
What the broker calculator models with default inputs
~190 hours/month saved in quoting time
20 reps doing 10 deals each, saving 57 minutes per deal. That is 190 hours of team capacity recovered every single month.
~£4,750/month in cost savings
At £25/hour average rate, the time saved translates directly to £4,750/month or £57,000/year in reduced quoting cost.
Calculate your broker savingsProposal consistency improves automatically
A repeatable output process means every proposal meets the same standard. Less rework, fewer errors, and more confidence in what goes out the door.
Faster merchant follow-through
When the time from pricing to proposal drops from hours to minutes, the next action stays with the merchant while the opportunity is still warm.
Who Benefits
The savings land across the entire commercial team
Field sales
Reps get from pricing request to usable proposal in minutes instead of hours, without relying on one person to rescue the deal.
Pricing and desk teams
A structured queue replaces ad hoc spreadsheet work for statement review, merchant matching, and provider comparison.
Leadership
See where rep time is being spent, where capacity is constrained, and which opportunities have the best surfaced savings.
Calculate your broker savings, then see the workflow live
Use the calculator to model the impact with your own rep count and deal volume. Then book a walkthrough to see the live portal journey.