Agent Guide
How to submit a personal lines intake
A quick walkthrough for referring agents. Start to finish, a submission takes just a few minutes — upload the client's documents and the tool reads them for you.
1Sign in
Open the link you were sent and enter your email. You'll receive a one-time PIN by email — paste it in to continue. After that you're in, and you'll only ever see the submissions you created.
2Start a new submission
Click New in the top navigation, then fill in:
- Client name * — enter it as Last, First and Spouse.
- ClickUp task * — click Create new task and one is generated for you automatically. (If we gave you a specific task ID or link to use, paste it in the box instead.)
- Lines of Business — check every coverage this client needs (Home, Auto, Umbrella, Flood, etc.). You can add or remove these later.
Click Create submission to open it.
3Fill in the details
On the left of the submission, complete the basics. Anything marked with a gold * is required before you can submit:
- Agent * and Source * — pick from the dropdowns.
- Referral, Target date, and Narrative — add any context that helps the quoting team (preferred effective date, prior carrier, special situations).
Click Save metadata when done.
4Upload the client's documents
Drag and drop files into the upload box, or click to browse. Helpful documents include current declaration pages, prior policies, applications, and any inspection or asset details.
- Accepts PDF, PNG, JPG, CSV, XLSX, and DOCX — up to 50 MB each.
- Once your files are listed, click Parse all queued docs.
5Review the intake fields
Below the documents you'll see the intake fields, organized into tabs by line of business. Auto-filled values carry a small confidence badge; anything still required shows in red.
- Click into any field to correct or add information — your edits always take priority over what was read from the documents.
- Use Show empty fields to reveal everything on a tab, so you can spot what's still missing and gather it from the client.
6Submit to the quoting team
When the required fields are filled, click Submit submission on the right. The tool packages everything and routes it to the M+A quoting team, and you'll see each step complete on screen.
That's it — your part is done. The team takes it from here.
Tip: want to see what the team receives? Click Preview report before submitting.
What you won't see — and that's fine
Underwriting research, analysis, and the behind-the-scenes system steps are handled by the M+A team. Your view is intentionally simple: create, fill, submit.
Can I come back to a submission later?
Yes. Everything saves as you go. Find it again under Submissions and pick up where you left off. Use the status filter to narrow the list.