n8n quote comparison for commercial insurance brokerages

A broker receives PDFs and portal results with inconsistent terms. Copying the headline premium into a table hides coverage differences and can turn a useful shortlist into a misleading recommendation.

1. Ingest a verified Typeform application and validate required commercial exposure fields before creating an AgencyBloc opportunity.
2. Use approved carrier APIs or permitted portal operations; route CAPTCHA, MFA and unsupported submissions to staff rather than bypassing controls.
3. Ask a supported Claude model to extract quoted premium and coverage fields with page citations. The requested Claude 3.5 Sonnet model is retired on the direct API.
4. Run an apples-to-apples check for dates, limits, deductible basis and endorsements. Mark incomparable quotes explicitly.
5. Create a licensed-broker review packet in AgencyBloc with carrier-source links; never bind coverage from an AI ranking alone.

Typeform exposures → n8n validation → approved carrier submission
→ carrier quote evidence → Claude extraction → coverage comparability gate → AgencyBloc broker review

This n8n Code-node fragment consumes a normalized, authenticated event from preceding integration steps. It demonstrates the decision boundary, not a complete API client. Fields are workflow-local mappings, not claimed vendor field names. Upstream credentials, schema validation, permissions, durable reservations and provider operations must be implemented separately. Numeric policy examples are illustrative, not Imperio service terms.

// n8n Code node: comparable coverage before premium ranking
const quotes = $json.quotes ?? [];
const target = $json.required_coverage;
return quotes.map(q => ({ json: {
  carrier: q.carrier, premiumMinor: q.premium_minor,
  comparable: q.limit_minor === target.limit_minor &&
    q.deductible_basis === target.deductible_basis &&
    q.policy_start === target.policy_start && q.exclusions_reviewed,
  sourcePages: q.source_pages, bindingAuthorized: false
} }));

Measure application-to-broker-ready comparison time and coverage mismatches caught. Illustratively, 20 comparisons completed 25 minutes faster releases about eight hours, with accuracy and suitability reviewed separately.

Manual comparison excels for unusual risks and negotiated endorsements. A spreadsheet is adequate for a few carriers; n8n helps when intake completeness and source-backed comparison repeat across many submissions.

Have Imperio map your carrier access and build a coverage-aware AgencyBloc comparison queue.

Can it recommend the cheapest quote?

It may display premiums but must expose coverage differences for licensed review.

Can it work around carrier MFA?

No. Use approved access or a staff-assisted submission step.

Does AgencyBloc cover every commercial line we sell?

Confirm your configured product scope and fields before choosing it as the system of record.

• Anthropic model lifecycle and retirement dates