SolutionsCLIENT PROPOSALS & ADVISORY

Structured, client-ready recommendations.

Select. Generate. Formalize.

Transform your analysis into a clear, compliant, client-ready recommendation.

Step 01

Select and prepare your recommendation

Choice of scenarios to present
Select the preferred option or build multiple scenarios to share with your client.
Automated conversion from analysis to presentation
Panora transforms your structured comparison into a clear, client-ready presentation.
Decision-focused structure
Key elements are prioritized and organized to support understanding and informed decision-making.

Step 02

Clear & structured communication
Transform complex, technical analysis into a clear and easy-to-understand presentation, even for non-specialist audiences.
Automated formatting
No more manual PowerPoint editing or time-consuming copy and paste.
Panora automatically generates a polished, branded document.
Presentation-ready comparison
Produce a structured, client-ready document suitable for meetings or direct delivery.

Step 03

Structured demands & needs documentation
The client’s expressed needs and objectives are clearly documented as the basis of your recommendation, in line with regulatory requirements.
Transparent evaluation criteria
The coverage elements considered in your comparison are explained and formally recorded to support your advisory process.
Reasoned & defensible recommendation
The selected option is justified clearly, including documented explanations of coverage gaps or exclusions not retained.

Features

Client presentation generation
Based on your analysis, Panora automatically generates a clear, structured, client-ready presentation.
Automated firm branding
Your logo, colors, typography, and regulatory disclosures are seamlessly integrated to ensure full brand consistency.
Multi-format export
Export as a premium PDF, share digitally, or generate a document ready for electronic signature.

Security

Full operational control
AI supports your workflow, it never makes decisions on your behalf. Every action is initiated and validated by you.
EU-Based hosting & GDPR compliance
All data is hosted on certified EU infrastructure and handled in full compliance with GDPR standards. We apply strict data protection policies aligned with European regulatory expectations.
Security & regulatory alignment
All transactions are encrypted, logged and traceable. Panora is built to support regulatory frameworks applicable to insurance distribution, including the Insurance Distribution Directive (IDD).
Strict data confidentiality
Client data is never used to train external AI models. Your documents, communications and workflows remain strictly isolated within your secure environment.