Quoting
Submissions and quotes, without the copy-paste.
Producers lose hours re-typing the same risk across five carrier portals, a rater and the AMS. Capture it once, from a form, email or PDF, route it to markets that will actually quote it, and track every response on one screen.
Workspace
One screen per deal, for every role.
Every opportunity has a single record. Risk profile, market list, carrier responses and internal activity, visible to the producer, the CSR and the principal, without anyone exporting to Excel.
- Every opportunity has a canonical record shared by producers, operations and leadership.
- Risk profile, markets approached, carrier responses and account activity live on one screen.
- Timeline view of every touch: intake, submission, quote, decline, revision and bind.
- Linked to the client and policy record so nothing is re-typed after the deal closes.
Deal view with risk summary, carrier response matrix, outstanding subjectivities and activity timeline on one screen.
Intake
Read the PDF. Skip the data entry.
The platform reads ACORDs, loss runs, prior specimen policies and email threads. Low-confidence fields get routed for human review; everything else goes straight to the deal.
- PDFs, ACORD forms, loss runs and carrier specimen policies are parsed into a structured risk profile.
- Email intakes from insureds or producers are classified and attached to the right deal automatically.
- Extraction confidence is visible field-by-field, with low-confidence values routed for review.
- Once captured, risk data feeds every application, supplemental and carrier portal, not just one.
ACORD 125 extraction: named insured, TIV, class codes and prior carrier pulled automatically, each with a confidence score.
Routing
Only send to markets that will quote it.
Appetite rules and carrier scorecards built from your own bind history narrow the market list before you submit, with a reason attached to every recommendation.
- Appetite rules per carrier, program and geography narrow the market list to the ones that will quote.
- Carrier scorecards, built from your own history, recommend where a class of business has the best shot.
- Producer overrides are captured with a reason, so routing logic improves over time.
- Recommendations explain themselves: why this carrier, for this risk, at this limit.
Market recommendation list: six carriers ranked by appetite match, expected response time and historical bind rate for the class.
Tracking
See every carrier response as it lands.
Quotes, declines, revisions and binds flow into the deal the moment they arrive. Subjectivities and expirations become tasks. No more asking the producer where things stand.
- Quotes, declines, revisions and binds flow back into the workspace as they arrive.
- Status is visible to the whole team, no more chasing producers for where a deal stands.
- Subjectivities, expirations and follow-ups are tracked as tasks on the deal record.
- Clients see only what you share, via a clean quote-comparison view built from the same data.
Response tracker: each carrier row shows status, premium, expiring subjectivities and next-action owner.
Intelligence
Learn which carriers actually pay off.
Response times, quote rates and bind ratios tracked by class of business, built from your own submissions, not a vendor average. Producers see the scorecard before they pick a market.
- Response times, quote rates and bind ratios tracked by carrier, underwriter and class of business.
- Scorecards update automatically from every submission, no manual tagging.
- Producers see carrier strengths and weaknesses before they submit, not after.
- Leadership sees which markets are genuinely profitable and which are draining time.
Carrier scorecard: hit rate, median time to quote and median premium by line of business over trailing 12 months.
The submission record is the client record.
The risk you captured at submission is the same record compliance checks at binding, CRM carries through renewal and operations reconciles at commission time. Nothing gets re-keyed after the quote lands.