Submission Dashboard

By simple definition - a submission is a request to a carrier, wholesaler or provider to underwrite and bind a policy. In other words, it is a detailed request for a quote and subsequent binding.

Our Submission Dashboard is, accordingly to many commercial lines agents that use the tool regularly...

"the most powerful submission management tool ..."

...the first and only service of its kind - a best-in-class interactive tool that allows you to submit, track your submissions, re-submit and rate your submissions experience and the provider responses, all in one place, and secure (encrypted)

We have plans to extend it to allow users to import their clients and prospects, integrate the submissions with ACORD XML, Instant Quick Quoting and many more powerful features.
The bottom line - agents are saving time and/or making money!
Here are some averages from the past year -
Category Submissions Wins Commissions
Commercial 40 20 $11800.00
Life/Health/Benefits 25 9 $4500.00
Personal Lines 9 3 $2100.00
Other 4 1 NA
 
 


 

Don't think you could benefit from this great tool? Think again!

Your client is up for renewal, but the current carrier will not renew. Your client wants better rates or will take their business elsewhere.
       
You have a prospect that will switch their AOR/BOR if you can quickly show value. You have a book of business - multiple clients in a niche business (school cafeteria insurance, for example). Shop your book - get better rates and service.
       

"I have been using Complete Markets for 4-5 years. Their introduction to specialty markets has allowed me to book over $200,000 in premium that I would have not placed. Thank you CM." - Warren Blesh, Jan 6, 2015
"Complete Markets has helped our agency obtain to place many risks that we would not have had a market for otherwise. The find it tool is a great tool for finding markets for those hard to place risks. Complete Markets allows us to be very competitive in a market where we are saturated with insurance agents, I don't tell anyone here local about complete markets because it gives our agency a competitive edge:)" - Jason Kincade, Dec 3, 2014
 
Monthly price: $9.95
Annual price: $99.95