Multi-market tracking
See every carrier approached on a submission and the state of each.
For wholesale brokers
Placement across many markets, visible in one board.
Wholesale work is market work: the same risk, several carriers, different answers. i23 keeps the submission, the markets approached and the responses together.
- Risk in
- Triage
- Markets
- Responses
- Quote
- Bind
The problem
Market activity lives in email threads.
- Which markets have seen the risk is hard to reconstruct
- Declinations and reasons are not recorded anywhere durable
- Retail partners ask for status updates constantly
- Appetite knowledge sits with individual brokers
- Quote comparison is assembled manually every time
The approach
The submission is the record; markets hang off it.
One submission, the markets approached, what each returned and why. Carrier appetite is a directory rather than folklore, quotes are records attached to the submission, and the operating desk shows what is waiting on a market and what is waiting on you.
Appetite directory
Carrier appetite context kept where the team can actually use it.
Declination reasons
Why a market said no, recorded and searchable for next time.
Partner updates
Status answerable in seconds instead of a thread archaeology exercise.
Quote records
Quotes attached to the submission, comparable side by side.
Human authority
Quoting and binding remain with licensed staff; i23 prepares, never decides.
Workflow
How it moves through the platform
- Received
- Triaged
- Marketed
- Responses in
- Quoted
- Bound
- No duplicate approaches to the same market
- Institutional appetite knowledge, retained
- Faster answers to retail partners
- A defensible record of the placement effort
- Less time reconstructing what happened