Separate the market records
One submission becomes an independent placement and correspondence history for each selected market.
Market correspondence
“Chasing underwriters from inboxes and spreadsheets?”
Every market gets a thread. Every wait gets a next move.
Track each selected carrier, MGA or wholesaler independently, with replies, documents and due follow-ups attached to the placement.
The problem in practice
One risk. Three different conversations.
- A reply is buried in a producer’s inbox.
- A quiet market gets chased late or twice.
- A colleague cannot pick up the account without asking for the whole story.
What changes for your team
The next move follows the market state.
Placement Desk · Submission Desk. We configure the workflow around your records, people and operating rules.
Match the response
Questions, declines and quote evidence return to the right market. Ambiguous correspondence goes to a person.
Prepare the next move
Surface due reminders and unanswered questions with context and a draft. Your broker approves external communication.
The decision stays where it belongs.
Reminders are prepared for approval. A quote or decline stops the relevant follow-up; uncertain delivery is checked before any retry.
A measured deployment
Measure the time spent chasing and searching.
Per-market correspondence and diary-based follow-up preparation are part of the placement workflow. Configure contacts, cadence, escalation and mailbox access with the pilot team.
See a market follow-upStart with the right scope
One useful workflow.
A wider operating foundation.
Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout. Portal, renewal, API and accounting modules are scoped additions, with their own measures and delivery terms.
See the $7,500 USD placement pilot and termsExplore the optional modules
The next handoff
Is this part of the same problem?
01Terms & policy verification
Comparing quotes and checking policies by hand?
Premiums, limits, exclusions and deductibles arrive in different documents. The issued policy adds another review.
See how the work changes02Agency leadership & capacity
Does every new account add another layer of admin work?
Your team knows how to place the risk. Preparation, tracking and re-entry leave less time for broker judgment.
See how the work changesCapabilities for this workflow
Put the next handoff in place.
Document operations
ACORD & submission form automation
Still copying the same risk into another application?
Map reviewed answers to required forms, organize supporting documents and prepare a versioned package for the selected markets.
- ACORD and supplemental field mappings
- Missing evidence and conflicts surfaced
- Files linked to the reviewed submission version
Start with your operation
Bring one line. We’ll map the work around it.
A 20-minute walkthrough of your intake, markets, handoffs and approval rules.
Six weeks, $7,500 USD: half at kickoff, half when the agreed measures move, all of it credited to the rollout.
Book a 20-minute walkthroughChoose a time for your 20-minute walkthrough. Open the calendar in a new tab