Three ways to start a submission

Answers: What are the intake paths? Which should I use when? What happens next on each?

There are three ways to get a submission into the platform. They all end in the same place — a working submission in your book — but they differ in how much typing you do and what happens automatically.

Upload documents

From the platform, create a submission and upload the application, financials, or other documents. The platform extracts what it can and pre-fills the application; you review and fill the rest before going to market yourself.

Use this when: you have documents but want to review and control the application before anything goes to carriers. What happens next: review extracted values, complete the application — see Uploading documents.

Enter it manually

Click New Submission and fill the application by hand: name the submission, pick coverage lines, set coverage details, answer the risk questions, and click Go to Market.

Use this when: there's nothing to extract from — a phone conversation, a verbal request from a colleague, a renewal you're initiating yourself. What happens next: see The New Submission flow.

Email it in (least typing)

Send the insured's information via email — client application, ACORD forms, loss runs, whatever you have — to herald-submissions@babbixai.com. You can also forward an existing email thread and the full conversation will be read. The platform reads the email body and attachments, extracts the insured's details, and builds the application.

Depending on your agency's configuration, the platform then does one of two things — see Submitting by email for the difference and why it matters:

• Sends to market automatically — quotes come back to your inbox, with defaults filling any gaps.

• Leaves a pre-filled application waiting for you — you review and send it from the platform yourself.

Use this when: the submission already exists as an email or documents (which is most of the time). What happens next: review the returned quotes, or finish the pre-filled application — see Submitting by email.

Which path is fastest?

Email, by a wide margin, when your documents are reasonably complete. Manual entry is the slow path — a management liability submission can require twenty or more risk fields. If you have any document with the insured's details, start from it rather than from a blank form.

Whichever path you use, always review extracted and pre-filled values before presenting anything to a client — see Reviewing extracted data.