How Do Larger Agencies Handle Getting Accounts on to Market?

Nov 2, 2016

  1. Placementkid

    Placementkid Expert

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    How Do Larger Agencies Handle Getting Accounts out to Market?


    I'm looking for some ideas on how the larger agencies with multiple producers and marketing folks handle getting accounts out to market. Is there a software/queue that can handle/sort the submissions by X-date?

    Basically my thinking is that when a carrier receives a submission, they sort them by need by date and their team of UW's grab those accounts as they come up. Is there software available for agencies that does this?

    Right now, we currently have our producers just submit something via email and it seems to be a bit chaotic with the workload. We have no grasp of how busy anyone really is and if they are overwhelmed.
    Last edited: Nov 2, 2016