Built for the way brokers actually work.
Where G1 goes that no one else does
Most platforms stop at the spreadsheet. G1 doesn’t. Sold plan data flows directly into the customized deliverables brokers spend hours building manually. All generated from verified sold data, not built from scratch every cycle.
With vs. Without G1
Without G1
- Manual proposal comparison across spreadsheets
- Frequent requote cycles from data entry errors
- Inconsistent data across carrier communications
- No centralized record of benefits history
- Downstream materials created manually every cycle
With G1
- Automated extraction, verification, and comparison
- Clean data eliminates most requote cycles
- One source of truth across all communications
- Complete benefits history with full audit trail
- Customized deliverables generated from verified sold data
By the Numbers
~95%
Fully Verified Fields
Every data point independently verified and cross-checked.
90%+
Time Saved
On proposal processing vs. manual spreadsheet workflow. Hours back every cycle.
100%
Downstream Automation
Customized client deliverables once final decisions are made.
Industry veterans built G1 for the work brokers actually do
Together, they built G1 around the work brokers actually do — renewals, RFPs, plan comparisons, sold-case implementations, enrollment readiness — not how a software company assumes the business should operate.
Ready to see G1 in action?
Walk through the full broker workflow with someone from our team.