Submissions keyed once, with the gaps already chased
New business arrives as applications, scans, loss runs, driver lists and long email threads. Staff rekey the same facts into the management system and again into each carrier portal. The agent assembles the submission once and tells you what is missing before a carrier does.
What the agent does
- Step 1Gathers what arrived
Applications, ACORD forms, loss runs, schedules and the email thread, in whatever format the prospect sent.
- Step 2Extracts and checks
Applicant details, locations, vehicles, payroll or revenue and prior claims, with a check against what each line of business requires.
- Step 3Fills the submission
The data lands in your management system and in a clean submission package ready for carriers.
- Step 4Chases the gaps
Missing items become a short, specific email to the insured that your team can send as is.
Underwriting judgment and appetite decisions stay with your team and the carrier. The agent prepares the file, it does not decide where to place the risk.
- Minutes of keying per submission
- Submissions returned by carriers for missing data
- Days from first contact to quote
- Follow-up emails needed per submission
Questions about this agent
Can it fill carrier portals directly?
Some portals allow it and some do not. The sprint confirms which carriers you use most and whether a direct path, an upload or a clean package is the right answer for each.
What about loss runs from different carriers?
Loss runs vary by carrier. The agent summarizes claims, dates and amounts into one consistent table and links back to each source page.
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