For Brokers & MGAs
A Submission Is Only as Good as What Went Into It.
Incomplete submissions get declined, slowly. The Insurance Agent assembles what the market needs before it goes out, and keeps track of what came back.
The Problem
Volume Is the Job and Volume Is the Problem
A desk lives on how many submissions it can get in front of how many markets. Every one needs the same information assembled, and every incomplete one comes back a week later as a question rather than a quote.
Then there is the tracking. What is out where, what is quoted, what was declined and why, and which indication is about to expire. It lives in an inbox and in somebody's head, and both of those go on holiday.
What Changes
What Your Agent Handles
Submissions Go Out Complete
Applications, loss runs, supplementals and the questions this market always asks, gathered before it goes rather than after it comes back.
You Know What Is Where
Which markets have it, what came back, what is still open and what is aging. One picture instead of a search through sent mail.
Quotes Get Chased
The underwriter who has had it nine days gets a follow-up, on schedule, without anybody having to notice first.
Comparisons Built From What Came Back
Terms, limits and exclusions laid side by side, with the differences that actually matter called out instead of buried in the forms.
Declines Turn Into Intelligence
Why each market passed, kept and summarized, so the next risk like it goes to the right desk first.
It Does Not Bind Anything
It gathers, tracks, drafts and compares. Underwriting judgment, binding authority and coverage opinions stay with the licensed people who hold them.
Not Quite You?
The Same Engine, Configured Differently
Get Started
More Submissions, Same Desk
Nothing here changes what you can place. It changes how many you can get properly in front of a market before the week runs out.