Personal Lines Intake
Submissions
New
Status:
All
Intake
Research
Ready
Submitted
Completed
Refresh
Client
Status
Agent
Target
Created
New submission
Client name (optional — can be parsed from documents):
Linked ClickUp task ID (required)
*
Open the prospect's task in ClickUp and copy the ID from the URL:
app.clickup.com/.../t/
THIS_PART
Lines of Business
Home
Auto
Dwelling Fire
Renters
Umbrella
Flood
Wind
Motorcycle
Watercraft
Jewelry / Valuables
Create submission
Drop PDFs here or click to upload
Intake fields
Underwriting research
Run: Insured background
Run: Property & assets
Run: Claims history