Insurance-native stages
New, in review, submitted to carrier, quoted, bound, declined, lost and withdrawn.
Submissions
Know where every submission stands.
Give your team a single view of every opportunity moving through the MGA pipeline.
The problem
Submissions rarely live in one place.
- Incoming business arrives across email, portals and shared drives
- Stage ownership is unclear once a submission is with a market
- Producers ask for status updates that require manual assembly
- Declined and lost business leaves no structured record
The approach
A submission pipeline modelled on how MGAs actually work.
Every submission carries the insured, producer, carrier relationships, premium and dates it needs, and moves through a lifecycle designed for insurance rather than generic sales stages.
Assignment
Assign submissions to team members so ownership is explicit at every stage.
Connected records
Link the insured company, contacts, producer and carriers to the submission.
Premium and dates
Capture target premium, effective dates and priority alongside the record.
Activity trail
Notes, interactions and documents stay attached to the submission.
Search and filtering
Find submissions by stage, insured, carrier or assignment.
Workflow
How it moves through the platform
- New
- In review
- Submitted
- Quoted
- Bound
- One place to answer "where is this submission?"
- Clear ownership across producers, underwriters and operations
- Structured history for business you didn't win
- Pipeline visibility without manual reporting