Made to Win Fast
Close deal faster
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Even the most junior member of your team can close senior-level quotes.
Automated proposal Generation
Build it - Send it - Win It
Built to close fast
With automated proposals, even your most junior staff can close senior-level deals.
Core Features
- Build proposals in under 5 minutes
- Automatically apply specific pricing rules
- Include compliance without lifting a finger
- Send proposals that look professional
- Client click-to-accept
- Reduce admin burden
Occupational Health Providers
Pre-Employment Medical Companies
D&A Testing Providers
Built Specifically For
Health Surveillance Teams
OH Business Development Managers
Occupational Health
Key benefits
Workflow Made Seamless
Creating Occupational Health proposals no longer needs to be a one–to–three-hour task. With our automated workflow, you can build fully structured, fully priced proposals in just minutes. Simply select the services you’re offering, enter headcount and risk level, and let the system assemble everything instantly. No more juggling Word documents, spreadsheets, or old templates. Whether you’re quoting for a single pre-employment medical or a 5-site corporate contract, you can produce a complete proposal faster than it takes to make a coffee.
Occupational Health pricing is complex – tiered headcount bands, onsite uplift fees, risk multipliers, additional assessments, surveillance intervals, and travel considerations. Our pricing engine handles it all for you behind the scenes. Once your service catalogue is set up, the system automatically applies every relevant rule with perfect consistency. No more manual calculations, no more errors, and no more second-guessing your margins. Every proposal is accurate, compliant, and aligned with your pricing strategy.
Every proposal you send needs to look professional and compliant. With our platform, required compliance documentation, including HSE guidance, GDPR information, governance statements, clinical scope, methodologies, and terms is automatically appended to every proposal. You’ll never forget a document again, and clients will always receive complete, clear, legally sound proposals. This eliminates back-and-forth emails and increases trust from the moment your proposal lands in their inbox.
Your proposals shouldn’t look like a stitched-together Word file. Our system generates beautifully formatted, brand-consistent PDFs that reflect the professionalism of your Occupational Health service. Your logo, your brand colours, your tone of voice, and your service descriptions are all baked in, giving you a modern, polished document every time. Even the newest member of your team can produce a proposal that looks like it was crafted by a senior business development manager.
Make it effortless for clients to say “yes.” Every proposal includes a secure acceptance page where clients can review the details and approve the proposal with a single click. The moment they accept, you receive instant notification and can activate onboarding immediately. No more hunting through email threads, lost PDFs, or unsigned attachments. Just a clean, frictionless acceptance process designed to shorten your sales cycle.
Occupational Health teams waste countless hours rewriting the same proposals, adjusting service descriptions, re-typing disclaimers, and rebuilding pricing tables. Our platform eliminates repetitive admin work by automating every step of the proposal process. You and your team can focus on delivering clinical excellence and winning new business, not fighting with documents. The result? More proposals sent, more deals closed, and more time saved every week.
HOW EARLY ACCESS WORKS
We are inviting a select group of Occupational Health providers to join as early access founding partners. This isn’t a public release, it’s a controlled rollout designed to give a handful of forward-thinking OH teams the chance to shape the first platform built specifically for their industry. As a founding partner, you’ll work directly with the creators, get hands-on guidance, and help influence key features before the wider market ever sees them. This is your chance to be part of the foundation of a tool that will transform how OH proposals are created and delivered.
Founding partners will lock in a permanent discounted rate of £97/month – for life. This is more than 50% off our full launch price and will never increase, no matter how many features we add or how big your company grows. It’s our way of rewarding the organisations that believe early and contribute to shaping the product. As the platform evolves into a premium OH sales engine, you continue paying the same ultra-low founder price, putting you in a stronger competitive position for years to come.
During onboarding, we will personally configure your full service catalogue inside the platform. You simply send us your existing pricing sheets or service lists, and we’ll handle the setup – including pricing tiers, risk multipliers, onsite fees, mandatory add-ons, and assessment notes. This ensures your very first proposal can be built in minutes without you lifting a finger. No technical work, no manual setup, no learning curve. You start fast, accurately, and with a fully optimised proposal engine from day one.
Founding partners get priority access to the team behind the platform. This means direct communication channels, faster response times, and personalised guidance whenever you need help. Whether you’re adjusting pricing rules, tweaking a proposal template, adding new services, or suggesting a feature – you’ll always be at the front of the queue. Your feedback isn’t just welcomed; it actively shapes how the system evolves.
Your voice will directly shape the product. Founding partners gain the ability to influence major decisions on the roadmap, from UI refinements to new automation features to compliance functionality. Tell us what slows your OH workflow, what clients ask for, and what your team struggles with – and we’ll prioritise the features that matter most to you. As a founding partner, you’re not just using the tool; you’re helping build the definitive OH proposal solution for the entire industry.
Before the wider market ever sees the platform, founding partners gain full access to every feature we release. You’ll be the first to test improvements, the first to see new workflows, and the first to benefit from efficiencies that your competitors haven’t discovered yet. This gives you months of operational advantage – faster proposals, more accurate pricing, and higher win rates – all before the software becomes available to everyone else.
To ensure close collaboration and high-quality onboarding, early access is strictly limited to just 5 organisations. This small group size allows us to provide personalised setup, direct support, and meaningful involvement in development decisions. Once these 5 places are filled, early access closes permanently and pricing increases. This scarcity isn’t a sales tactic, it’s a commitment to delivering exceptional results to the companies who join us at the very beginning.