Feature

SMS alerts

The moment a quote lands, you get a text. And you can process documents into the app straight from that text — no need to be at your desk to keep a deal moving.

The problem it solves

Quotes don't arrive on a schedule. A market responds when it responds — often late in the day, or while the person handling the account is in a meeting, out with a client, or already gone for the evening. If nobody's watching the inbox, that quote sits for hours, or a broker follow-up goes unanswered, while the clock runs toward an effective date. In a market where several agencies may be working the same account, speed to respond is part of how you win the business.

Email notifications don't solve this — they blend into the hundreds of other messages a day and get ignored precisely when things are busiest. What's needed is a signal that cuts through: the small number of events that actually move a deal forward, delivered where you'll see them.

How it works

When inbox monitoring flags a relevant email — a new quote, a revised quote, a key broker reply matched to a live submission — it fires off an SMS to the right person. And the text isn't just a heads-up: from it, you can push the attached document into the app to be parsed or filed.

• Instant notification the moment a quote or key reply arrives on one of your submissions.
• Process from a text — parse or save a document without opening a laptop.
• Signal, not noise — alerts fire on the messages tied to real deals, not every inbound email.
• Fewer dropped balls on time-sensitive submissions, even when the team is away from their desks.

Who it's for

Producers who spend their days out of the office get the most obvious benefit — they can keep a placement moving from a client's parking lot. But the whole team benefits from the shared assurance that an incoming quote won't go unseen just because one person was heads-down. For smaller agencies without someone dedicated to inbox triage, the alert effectively is the triage.

Why it matters

You respond faster, brokers hear back sooner, and time-sensitive submissions don't stall just because someone was away from their inbox. Pairing alerts with a full mobile experience means the entire loop — get notified, review, act — can happen from a phone in the minutes after a quote lands, instead of the next time someone sits down at a computer.

Frequently asked questions

What triggers an SMS alert?

When inbox monitoring flags a relevant email — an incoming quote or a key broker reply matched to one of your submissions — it texts the right person. You're notified about messages tied to a live deal, not every email.

Can I process a quote from the text message?

Yes. From the alert you can push the attached document into the app to be parsed or filed, so you can keep a submission moving without opening a laptop.

Why do SMS alerts matter for surplus lines?

Quotes arrive unpredictably, and speed to respond helps win business. A text means a quote is acted on in minutes rather than sitting unread until someone checks the inbox.