Submission Triage
Reads submission email + attachments, routes to the right carrier(s) by appetite.
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For 10–250 producer agencies
Capture submissions from email, route to the right carrier appetite, track quote turnarounds, and clear binder exceptions before renewals slip.
Not the vertical you run? Browse positioning by team type or other industries.
Pre-configured for this industry — extend or customize once you're in.
Reads submission email + attachments, routes to the right carrier(s) by appetite.
Side-by-side quote analysis with coverage gap flagging.
Identifies missing endorsements, premium discrepancies, expiring binders.
End-to-end orchestration with approval queues and full audit trail.
Email submission → ACORD parse → carrier dispatch → quote ingestion.
60/30/15-day renewal queue with re-shop triggers and producer assignment.
Exception → carrier outreach → policy correction or escalation.
Operational summaries from agreed definitions — delivered, not assembled.
Live pipeline by producer, stage, and expected effective date.
Quote response time by carrier, line of business, and submission size.
Renewal hit rate by producer, carrier, and book segment.
Works with the tools you already run.
Start free — the assistants, workflows, and reports above are fully configurable for your firm, and you can upgrade as you grow.