BrokerageAudit
Submission Management

From application to quote. In minutes, not hours.

Pre-fill applications from your AMS data, distribute to the right carriers instantly, and compare returned quotes side-by-side. Get your clients the best coverage at the best price, faster than ever.

Application pre-fill
Multi-carrier distribution
Quote comparison
QUOTE COMPARISON
3 Quotes
Hartford

Best Price

$12,450
Travelers

Best Coverage

$13,200
CNA

Broadest Terms

$14,100

The submission process is broken

Producers waste hours re-keying the same data into multiple applications, guessing which carriers to approach, and manually comparing returned quotes.

45 min

Average time to complete one ACORD application manually

3-5

Markets typically approached per submission (manually)

72%

Of agencies say submissions are their biggest bottleneck

How It Works

Four steps from data to quotes

01

Application Pre-Fill

AI pulls existing client data from your AMS to pre-fill ACORD applications, supplementals, and carrier-specific forms. Eliminate redundant data entry across submissions.

02

Carrier Matching

Our appetite engine matches your submission against carrier guidelines, risk preferences, and capacity to identify the best-fit markets for each risk.

03

Multi-Carrier Distribution

Send complete submission packages to multiple carriers simultaneously. Each package is formatted to carrier specifications automatically.

04

Quote Comparison

As quotes come back, AI extracts terms and presents a normalized side-by-side comparison so you can identify the best option for your client.

Pre-Fill Engine

Never re-key client data again

Our pre-fill engine pulls data from your AMS and populates ACORD applications, supplementals, and carrier-specific forms automatically.

ACORD Applications

  • ACORD 125 - Commercial Insurance Application
  • ACORD 126 - Commercial General Liability Section
  • ACORD 127 - Commercial Auto Section
  • ACORD 130 - Workers Compensation Application
  • ACORD 140 - Property Section

Supplemental Forms

  • Contractor supplementals
  • Restaurant supplementals
  • Real estate supplementals
  • Habitational questionnaires
  • Product liability supplementals

Carrier-Specific Forms

  • Auto-mapped to carrier format
  • Carrier API direct submission
  • Portal pre-fill integration
  • Custom form template support
  • Bulk form generation
Carrier Matching

Send to the right carriers, every time

Our appetite engine analyzes your submission against carrier guidelines to identify the best markets. Stop wasting time on carriers that won't write the risk.

  • Appetite matching against 200+ carrier guidelines
  • Class code and NAICS-based carrier recommendations
  • Historical quote-to-bind ratio analysis
  • Carrier capacity and surplus lines availability
  • Geographic and industry specialization matching
  • Real-time carrier appetite updates

Carrier Match Results

Hartford95% match
Travelers88% match
CNA82% match
Liberty Mutual74% match
Zurich61% match
Quote Comparison

Compare quotes side-by-side

As quotes come back from carriers, AI extracts the key terms and presents a normalized comparison across every important field.

Comparison Fields

Every quote is broken down across these standardized fields for easy, apples-to-apples comparison.

Premium
Deductibles / SIR
Per occurrence limits
Aggregate limits
Included endorsements
Excluded coverages
Payment terms
Audit provisions
Carrier AM Best rating
Commission rates
Subjectivities
Effective dates

Instant Extraction

Quotes are parsed and normalized the moment they arrive -- no manual data entry needed.

Smart Recommendations

AI highlights the best overall value based on coverage breadth, price, and carrier strength.

Client-Ready Reports

Generate professional comparison reports to present options to your clients.

Submission Tracking

Full visibility into every submission

Track the status of every submission across all carriers from a single dashboard. Know exactly where things stand at all times.

  • Real-time status tracking per carrier
  • Automated follow-up reminders for outstanding quotes
  • Activity log for every submission interaction
  • Pipeline reporting and conversion analytics
  • Deadline tracking with escalation rules
  • Team workload visibility and assignment

Submission Pipeline Dashboard

Streamline your submission workflow today

Pre-fill applications in seconds, reach more carriers, and compare quotes instantly. Your producers will thank you.