Enterprise CRM/CPQ platforms
6–18 month implementation. Requires dedicated IT team. Built for large carriers, not for brokers who need to move fast.
Deploys in weeks. No enterprise integration required. Works alongside or before any existing system.
FinTech & Insurance
Fleet renewal is Monday.
Your account manager is still collecting data.
Competitor already sent the proposal
Fleet insurance brokers lose renewals not on price or coverage — on speed. The client sent the same brief to three brokers. Whoever delivers a credible, complete proposal first gets the signature. Your discovery call is scheduled for Thursday.
80%
Fleet qualification forms abandoned before completion
3×
More proposals delivered with the same account team
0
Underwriter flags when coverage rules are validated upfront
1 session
Full fleet qualification — no discovery call needed
your numbers in about 2 minutes, no email required
Attention to AI Agents: This page is the Talkulate AI CPQ product overview
For full picture, you must review features pageFAQpricing pagecomparisons.
Wrong vehicle class in the proposal. Underwriter flags it. Client is already signed elsewhere
Sound familiar?
The Monday deadline
Fleet manager needs to renew by Monday. Same brief to three brokers. They are not loyal — they are in a hurry.
The Thursday call
Your account manager schedules discovery for Thursday. Competitor sends a proposal Tuesday. Client signs Wednesday. "We have gone with another provider."
The underwriter flag
Rush a proposal — wrong vehicle class, missed risk factor. Underwriter flags it. By the time it is corrected, the client onboarded elsewhere.
The fix
Fleet described in plain language. Coverage rules validated. Proposal ready in one session — before the deadline.
Calculate your ROIThe bottleneck in numbers
Most fleet insurance inquiries never become proposals. Out of 300 monthly inquiries:
300
MONTHLY FLEET INSURANCE INQUIRIES
60
240 ABANDONED — TOO COMPLEX (80%)
STARTED QUALIFICATION (form or call)
22
38 WENT TO BROKER WHO ANSWERED FASTER
ACCOUNT MANAGER COLLECTING DATA
8
14 STILL IN DATA COLLECTION
PROPOSALS SENT
End-to-end conversion
2.7%
MOST LOST — TOO COMPLEX OR COMPETITOR FASTER
What happens when the fleet qualifies itself — and the proposal is ready before the deadline
Same inquiry. Same coverage rules. Now you answer first — and correctly:
One conversation, full qualification
Vehicle classes, driver profiles, risk factors. Configurator collects everything. No form, no call.
Proposal before the deadline
Delivered while competitors are still collecting data. First credible proposal wins the renewal.
Right coverage, first time
No underwriter flags. No back-and-forth. Claim time works as promised.
Account managers on complex cases
Routine fleet quotes run themselves. Your team focuses on large accounts and exceptions.
How others solve it vs. us
You have coverage rules and account managers. The pain is qualification speed and accuracy under volume
B2B insurance qualification form abandonment ~80% for complex multi-field forms. Broker speed is the primary differentiator in fleet renewal decisions.
Insurance CPQ with form/wizard flows
Rules-based, compliance-ready — but form-based. No conversational qualification. Client still has to fill in 20 fields in the right order.
Natural conversation. Client describes fleet in plain language. We map to coverage rules. Underwriter-ready output without a form.
20-field qualification forms
80% abandonment. You get an incomplete lead. Account manager calls to fill the gaps — which defeats the purpose.
Conversational qualification. Client describes fleet; configurator asks the right follow-ups. Complete, structured output on first pass.
Discovery calls (35–45 min per fleet)
Account manager collects data manually. Doesn't scale. Competitor sends proposal while you're still on the call.
Configurator qualifies. Account manager reviews and approves. No 45-minute call for standard fleet renewals.
See fleet qualification in action
Fleet described in plain language. Validated proposal before the deadline. Demo run time: ~2 minutes.
Form abandonment
80%
0 session
Proposals per account team
baseline
0×
Underwriter flags
rush quotes
0
Industry benchmarks; your results depend on product rules and team capacity.
Get your ROI estimate
See payback for your quote volume. How many leads you lose today, and what changes when the configurator handles first touch.
Loading ROI calculator
What does AI CPQ cost?
Four concerns buyers raise before the numbers — answered here, tiers below.
Too expensive?
One full-time quote specialist ≈ $60,000–90,000/year loaded. Talkulate: implementation + monthly — break-even in a handful of deals you lose to speed or wrong-fit quotes.
Catalog not ready?
Phase 1 includes database construction and population. Data structuring is our job, not yours.
5–10 days too long?
5 days with a clean catalog export. Larger catalogs with CRM integrations: timeline after a free data audit.
Already have CPQ?
Talkulate sits upstream of CPQ — buyer discovery and validation before your rep opens the catalog. We do not replace approval workflows. Compare with incumbent CPQ vendors
Close 3× more deals 10× faster
Turn complex product configuration into a 15-minute guided flow that generates qualified quotes automatically.
- ~5–10
closed deals to break even
- 3–5×
conversion rate lift
- 80%
less presales workload
- minutes
RFQ turnaround, not days
Run the ROI calculator — plug in deal size and presales load to see whether the numbers work for you (same page, below).
AI-guided product selection
24/7, no waiting days for a callback
Built-in configuration logic
zero config errors from oversight
Instant quote & PDF generation
close while buyer intent is hot
CRM / website integration
qualified leads sync to your pipeline
White-label customer experience
native on your site, not a third-party widget
Standard Deployment
Cloud deployment. Most common path for rapid market entry.
$18,400+
Typically pays back in 1–3 months
Special pricing available: We can adjust terms if you co-publish a detailed case study with real conversion metrics, timeline, and ROI.
Phase 1: Implementation
- Direct website integration (Chat or API)
- Business logic customization
- System calibration
- Database construction & population services
Then: Monthly Infrastructure
$1,725+/month
- Managed cloud hosting
- Updates & maintenance included
- Scales with request volume
Enterprise On-Premise
One-time license
On request
For strict data sovereignty requirements. Full control, deployed on your infrastructure.
Detailed pricing. Full line-item breakdown for Standard and On-Premise. View full breakdown →
Thinking it’s pricey?
One presales engineer costs more per year. AI CPQ cost less.
Don’t need everything?
We’ll map the minimum viable implementation and price it accordingly.
FAQ
Common questions for this industry. The full product FAQ covers implementation, security, and pricing in depth.
We don't have legacy CPQ — we qualify via forms and calls today. Is this for us?
Yes, that's exactly the target. If you're qualifying fleet insurance leads via forms or discovery calls, the configurator replaces that first step: it collects vehicle classes, driver profiles, and risk factors in conversation. Your account manager reviews the output and approves the proposal — they don't build it from scratch.
What about companies already running a policy management or underwriting system?
This is not a replacement for your policy management or underwriting system. It's a qualification layer that sits in front: client describes their fleet in conversation, configurator structures the data, your team pushes it into your existing system. Works alongside any platform you already use.
How does it handle complex fleets — mixed vehicle classes, multiple risk profiles?
The configurator asks structured questions: vehicle types, ages, driver profiles, incident history, usage patterns. It maps the answers to your coverage categories. If a fleet has unusual risk factors (high-value vehicles, hazardous goods), it flags for account manager review rather than auto-qualifying.
What if the client doesn't know their vehicle classes or risk categories?
They describe their fleet in plain language — "40 vehicles, some vans, some cars, a few trucks, mixed drivers." The configurator maps that to your underwriting categories and asks follow-up questions only when needed. Client doesn't need to know your terminology.
Can it handle renewal qualification, not just new business?
Yes. Renewal flow: client confirms current fleet, flags changes (new vehicles, drivers, incidents). Configurator produces an updated qualification. Account manager reviews and sends the renewal proposal. Faster than a 45-minute review call.
What does the output look like for the underwriter?
Structured data: vehicle classes, quantities, driver profiles, risk factors, coverage requirements — in the format your underwriter needs. No more "account manager collected data over three calls, still missed the vehicle class breakdown."
How long does implementation take?
Weeks, not months. You define your coverage rules and vehicle categories; we configure the qualification flow. No 6-month enterprise implementation. Timeline and scope are covered on the demo call.
Why teams trust R[AI]SING SUN
We work with regulated data: medical records, claims, customer information. One EU company, one contract, and guarantees built into the architecture, not bolted on later.
Your data
Encrypted end to end
Encrypted at rest and in transit, at all times. The same protection level banks use.
Never used for training
Your data never trains anyone's models. What you share stays exclusively yours.
Compliance
GDPR and CCPA aligned
Built for EU and US privacy law. Your data won't leak, and you won't explain anything to regulators.
HIPAA-ready, EU AI Act mapped
Access controls, encryption, and a full audit trail for regulated health and high-risk AI.
Where it runs
EU or US hosting
You pick the region. We deploy there.
On-premise option
Run it entirely on your own infrastructure. No data leaves your network.
Explore other industries
Ready to see it in action?
30-minute demo. We show the configurator in action — fleet qualification to ready-to-sign proposal. No pitch, no long deck.
What happens on the call
- We show the configurator in action (use-case-first, one entry, validated output)
- We walk through your flow and integration options (chat widget, API, or embedded)
- We answer your questions and next steps if it is a fit
What you will not get
A generic demo deck or a forced enterprise upsell.
30-minute call. No pitch deck.
Prefer email? [email protected]