Build the Submission Without Losing the Friday.
Applications filled from the account. The narrative. The markets worth approaching.
Same Fields. Fourth Time This Week.
Underwriters compete for the submission that is complete, clear about the risk and sent to markets that want the class. Terms improve, for your client and for you.
Documents In, Packet Out
Point it at what you have
Prior policies, the completed application, loss runs, financials. Whatever is already on the account.
It fills the forms
Insurer applications and CSIO or ACORD forms populated from those documents. Never from memory, never invented.
What it can't source, it flags
Any field it can't tie to a document is left empty and listed. You fill it, or go and ask.
The narrative and the markets
An underwriting narrative in your voice, plus the markets whose appetite fits the risk, checked against your own guides.
Every field filled from the documents, cited to the page.
Everything the Submission Needs
Application Pre-Fill
Insurer applications and CSIO or ACORD forms, filled from the account.
Business Narrative
Operations, loss history and the story behind the numbers, written in your voice. The context an underwriter needs to price it properly.
Appetite Match
The risk checked against your appetite guides. Stop sending submissions to markets that were never going to write it.
Quote Comparison
Quotes side by side. Premium, terms, exclusions and what differs between them, laid out for the client conversation.
Proposal Builder
A branded proposal built from the quotes and the coverage, ready to present.
Submission Email
The covering email and the packet, assembled and ready for you to send.
Every field traces to a document you gave it. Nothing goes to an underwriter until you send it.
From the Blog
Take a Submission You Owe Someone This Week.
Point it at the documents and see how far it gets before it needs you.