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Carrier Submission Platform

Good afternoon, Niko

12 submissions in progress · 4 ready for your review

Submissions This Week

▲ 23% vs last week

Avg. Time / Carrier

1m 42s

▼ 92% vs manual

Success Rate

96.4%

▲ 2.1pts

Hours Saved (Mo)

142.5

▲ 38h vs last month

In-flight Submissions

Client	Carriers	Status	Started
Bayside Roofing & Sheet Metal LLC EIN ••••8472 · Effective 2026-05-15	Travelers Hartford AmTrust	3 of 3 running	2 min ago	View →
Cascade HVAC Services Inc EIN ••••2014 · Effective 2026-06-01	GUARD Liberty Mutual	Ready for review	14 min ago	Review →
Marigold Catering & Events EIN ••••6601 · Effective 2026-05-20	Travelers	Awaiting SMS code	just now	View →
Northstar Logistics LLC EIN ••••3349 · Effective 2026-05-30	Hartford Zurich	1 carrier errored	22 min ago	Investigate →
Pinetree Landscaping LLC EIN ••••9921 · Effective 2026-06-15	Queued (5 carriers)	Queued	30 min ago	View →

New Submission

Upload an ACORD or fill the unified intake form. Review carriers on the right, then dispatch.

ACORD File

Optional — pre-fills standard fields and attaches to compatible carriers

ACORD-130_Bayside-Roofing.xml

Parsed 28 fields · uploaded by Niko R. · 14:42

Parsed

Insured

10 fields pre-filled from ACORD

Business Name*

Legal Name*

DBA

Tax ID (EIN)*

Effective Date*

Entity Type*

Physical Address*

Contact Name*

Contact Phone*

Contact Email*

Operations

Description + scope of work

Description of Operations*

Years in Business*

Subcontractor %

Work Above 3 Stories?

Ownership Breakdown

Must total 100%

Owner Name

Title

Owner Name

Title

Class Codes & Payroll

NCCI codes from Epic export

CODE

DESCRIPTION

# EMPLOYEES

ANNUAL PAYROLL

Loss Runs & Prior Carrier

3 years required

Prior Carrier*

Prior Policy #

# Claims (3yr)

Total Incurred (3yr)

Drop Loss Run PDFs here

Or click to browse · Up to 10 files · 25MB each

Carrier-Specific Questions

Auto-shown based on selected carriers (right rail)

Travelers — Drug-free workplace program?

Travelers — Safety committee meets monthly?

Hartford — Experience modifier (current)

AmTrust — OSHA citations last 3 yrs?

Select Carriers

3 of 13 selected

TRV

Travelers

Avg. 1m 52s · 100% ready

HFD

The Hartford

Avg. 2m 04s · 100% ready

AMT

AmTrust

Avg. 1m 38s · 100% ready

GRD

Berkshire GUARD

Avg. 1m 22s · 100% ready

Liberty Mutual

Avg. 2m 18s · 100% ready

EMP

Employers

Needs 2 more fields

ZUR

Zurich

Avg. 2m 41s · 100% ready

Selected carriers3

Est. completion~6 minutes

2FA methodZoom SMS

ACORD attached to2 of 3

Saves drafts only — you'll review & submit on each carrier site.

Submissions / Bayside Roofing & Sheet Metal LLC

Bayside Roofing & Sheet Metal LLC

Started 2:42 PM · 3 carriers · Niko Rudela

TRV

Travelers

8 of 12 fields complete · Step 3 of 5

Filling form

quote.travelers.com

Live screenshot · 2s ago

Last action: Filled "Description of Operations"

Next: Class code grid (2 rows)

2FA: Already authenticated (session valid 14 min)

HFD

The Hartford

Waiting for SMS code on master line · 8s

Awaiting 2FA

Hartford requires SMS verification. Code requested at 14:51:03 — Zoom Phone webhook will deliver automatically. No action needed.

AMT

AmTrust

Saved as draft · Application #AT-2026-19744

Ready for review

Activity Timeline

AmTrust — draft saved

All 14 fields written. Application #AT-2026-19744.