Feature

Kanban submission workflow

A visual pipeline that tracks every insured from submission through bind and into next year's renewal — so nothing stalls, and nothing slips through the cracks.

The problem it solves

Most agencies track surplus lines submissions in their head, a shared spreadsheet, or a cluttered inbox. It's hard to answer simple questions: what's still out to market? What's been quoted but not bound? What renewal is sneaking up next month? Status lives in too many places, so things stall silently.

How it works

Each insured is a card on a board. As work progresses, the card moves through stages — submitted to market, quotes received, gathering documents, ready to bind, bound. You get a single glance view of the entire book and exactly where each deal stands, without asking anyone for an update.

• Visual stages mirror your real quote-to-bind process.
• Renewal cycling carries bound business forward so expirations surface early.
• At-a-glance status replaces the mental math and scattered spreadsheets.

Why it matters

When the whole pipeline is visible, stalled submissions and upcoming renewals stop falling through the cracks. Your team spends less time reconstructing status and more time moving deals toward bind.