Carrier profiles
Core carrier information maintained by your team, in your workspace.
Markets
Build a clearer view of your markets.
Maintain carrier profiles, appetite information and market relationships in the same environment as your submissions.
The problem
Market knowledge usually lives in people's heads.
- Appetite information sits in spreadsheets that go stale
- New team members can't tell which markets fit which risk
- Carrier contacts and relationships aren't tracked centrally
- Market activity isn't visible next to the submission it relates to
The approach
Carrier records that sit beside the business you place.
Carrier profiles, appetite data and relationships are workspace records like everything else, so the market view and the submission view are never separate systems.
Appetite data
Record lines of business, states and appetite notes per carrier.
Ratings and detail
Keep the qualifying detail your underwriters reference.
Related submissions
See the submissions connected to each market relationship.
Agency and agent links
Connect the distribution relationships around the market.
Future-ready
Carriers are workspace-scoped today, with room for shared market data later.
Workflow
How it moves through the platform
- Carrier
- Appetite
- Submission match
- Market activity
- Quote
- Market knowledge that survives team changes
- Faster answers on where a risk might fit
- Carrier context available while working a submission
- A structured record of market relationships