One submission,
into every market that should see it.

1. A producer wins a new commercial risk and the account gets keyed into the AMS.
2. A CSR rebuilds the same information as an ACORD packet, usually from the expiring policy.
3. They log into each carrier portal in turn and retype the risk, market by market.
4. Underwriters come back with questions, and nobody is sure which market asked what.
5. Quotes land in six inboxes and get compared by hand, days after the first one arrived.

• ✓Submission packets built from the AMS account, not rekeyed from the expiring policy
• ✓Every appointed market worked in one pass, portal or email
• ✓Underwriter questions tracked per market instead of lost in a thread
• ✓Quotes brought back onto the account, side by side, as they arrive

~10 hours saved · per marketed account

Packet assembly

The submission is built from the account as it stands in your AMS: ACORD 125, the line-of-business supplements, loss history, and the schedules the market actually asks for. Missing pieces are flagged up front rather than discovered by an underwriter.

Market selection

Your appetite rules decide who sees the risk: class code, state, revenue, fleet size, loss history. The list is yours, written down, and the same for every producer instead of whichever markets someone remembers.

Portal and email submission

Each market is worked the way that market accepts business. Portals get logged into, navigated, and filled deterministically. Email markets get the packet with the subject line and attachments their intake desk expects.

Underwriter follow-up

Requests for more information are read, matched back to the account, and answered from AMS data where the answer already exists. Anything requiring judgement goes to the producer with the context attached.

Quote comparison

Quotes come back onto the account as they arrive, parsed into premium, limits, and coverage differences, so the producer sees a comparison rather than six PDFs in an inbox.

Monitoring

Carrier portals change without warning. We catch it from monitoring and push a fix, usually before your team notices the run stalled.

How is this different from a comparative rater?

Raters cover the lines and carriers they have integrations for, mostly personal and small commercial. This works wherever your markets are, including the portals and email desks no rater touches, because it works them the way a CSR does: deterministically, one step at a time.

Do we have to change AMS or learn new software?

No. We sit on top of the AMS you already run (HawkSoft, NowCerts, AMS360, EZLynx, Applied Epic, QQCatalyst) and automate the steps around it. Your producers keep working the way they do now.

What about markets that need judgement on the risk?

Those stay with your producer. We take the mechanical part: assembling the packet, working the portals, chasing responses. Which markets to approach and how to position the risk is your team’s call, and the appetite rules we run are the ones you write down.

Is this just AI? How do we trust it on a submission?

We use LLMs where they earn their seat, like reading an underwriter’s email or parsing a quote PDF. We do not use them where a hallucinated number would go on an application. Your runbook lists what is AI and what is deterministic, and you approve every category.

How fast can we get started?

Send a Loom on Monday and you watch it run on a real account that Friday. Month to month, you own everything, cancel anytime.

What does it cost?

It starts free: a 20-minute call and a written automation map of the 3 to 5 workflows worth automating first. Then we build your first automation in 14 days. It costs $2,499 one time. You are charged only if it is live and your team is using it by day 14. If it is not, you pay nothing. After that, the monthly plan is a flat $2,499 a month. The fee does not go up with each workflow, build or carrier. It keeps everything we built running and adds up to 4 new builds a month. $4,499 a month runs two build lanes. Month to month. Pause or cancel any time. You keep everything we built. No per-submission charges.

Bring the submission backlog eating your week.

Twenty minutes, no deck. Show us the task, we tell you whether we can automate it and what it would cost. If the answer is no, we’ll tell you who can.

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