You collected it once. Start there.
Turn the quote sheet, attachments, and client notes you already have into a clear submission brief and a focused list of missing answers.
Start with the work on your desk.
A contractor wants a quote. The owner completed your form, sent last year's dec pages, and added two changes in an email. Your team needs to understand the account before anyone starts entering it into another system. Relay can help turn that supplied material into a working brief, with the unanswered questions kept in view.
What you bring
The original intake
Bring your existing form response, exported quote sheet, or notes. Keep the client's own description of the business, along with the requested line and timing. You do not need to rebuild a public form to evaluate this preparation task.
The supporting documents
Add the current policy documents and the attachments relevant to this request. Identify which period each belongs to. An expiring policy can describe prior insurance, but it does not establish today's payroll, operations, or requested limits.
The next person's requirements
Include the questions your producer or selected market needs answered. For a contractor, that may mean actual trades, subcontracted work, project types, and exposure estimates. Supply those requirements rather than asking Relay to invent carrier appetite.
What you get back
A brief your teammate can use
The applicant, operations, locations, current insurance, and requested changes organized together. The person receiving the task can understand the account without reconstructing it from several attachments.
One useful follow-up draft
Missing answers grouped into a short client message. Questions already answered in the supplied material should not be asked again. Conflicting facts stay visible for the producer to resolve.
A defined quoting handoff
A reviewed brief and source packet ready for the next accepted application or configured quoting workflow. Your team knows what is ready, what remains open, and who owns the next step.
A request you can use
Prepare a submission brief for this contractor from the intake, dec pages, and client notes. List the legal entity, work performed, locations, requested insurance, and confirmed changes. Keep conflicting answers separate. Draft one follow-up message for the facts we still need before quoting.
Your review before the next step
- Compare the business description with what the client actually wrote. Do not turn an incidental trade into an assumption that it never occurs.
- Keep current policy limits separate from newly requested limits, and identify the period behind each payroll or sales figure.
- Read the follow-up draft before sending it. Remove unnecessary questions and assign the remaining ones to someone who can answer.
Start with a recent intake your team remembers. Compare the new brief with the facts the producer actually needed, then measure the follow-up and retyping it removes.
Choose the right intake workflowMake the first workflow useful.
- Keep a form that already works for your clients. The first improvement may be what happens after it arrives, not asking the client to learn a new intake process.
- Name the next output before starting. A submission brief, a client-facing form, and a proposal are different jobs, even when they draw on the same account.
- Confirm any mailbox or AMS connection separately. Supplying a form export and attachments is a clear starting point; automatic monitoring or write-back requires its own verified workflow.
Start with a configured workflow and sources your team can check. Keep your AMS as the system of record and review work before it is submitted, issued, or shared.
Put it into practice.
From facts to an ACORD
Use reviewed information to prepare an editable form, resolve missing answers, and inspect the exported result.
Prepare the first quote
Carry the brief into the right carrier workflow with the required source details and access.
Explore document preparation
See how source facts and open questions support the next agency task.
Your next step starts with one email.
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