A dedicated placement function that takes new business and renewals from submission through returned quotes.
Work goes in
Gather and structure
Pull account information from the submission, AMS and incoming email.
Identify what’s missing
Flag gaps early and request what’s needed before they delay the market.
The desk works it
Assess appetite
Check appointed markets against the account, your appetite knowledge and carrier guidelines.
Determine markets
Build a market plan around incumbents, alternatives and markets worth pursuing.
Submit
Work portals, APIs and underwriter email based on how each market operates.
Follow up
Answer questions, chase open threads and complete supplemental forms.
Results come back
Collect
Gather quotes, indications and declinations as markets respond.
Return
Send the results and work record back to the producer’s inbox.
Accounts are being worked more often, across more markets, with more follow-up. The placement workload keeps growing faster than the people available to handle it.
Teams work the markets they have time to reach, even when there are more options available.
Portal entry, follow-up and carrier back-and-forth slow down the path from submission to terms.
Accounts get remarketed when someone has the capacity to work them, rather than when the business would benefit from it.
Producers and account teams spend time working placement instead of pursuing new business and serving clients.
Give someone an AI tool and they still own the work. Third Plane assigns defined work to an AI workforce and returns the finished outcome to your people for review.
The tool model
Employee, then AI tool, then Task
The Third Plane model
Defined work, then Placement Desk, then Completed result
