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Placement that works for you.

Placement Desk works the markets, pursues quotes and returns the results, so your best producers can stay focused on clients and revenue.

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Placement Desk

Activity

Working
  1. 16:51Appetite assessed for Placeholder Café: 3 markets to approach
  2. 16:52Submission received by email: Sample Bakery LLC, BOP
  3. 16:52Quote received: Sample Indemnity
  4. 16:53Renewal detected in AMS: Placeholder Mfg, 90 days out
  5. 16:54Results returned to producer: 3 quotes, record attached
  • Completed by the desk
  • Returned to a person

Send the work to the Placement Desk. Your team gets the quotes back.

A dedicated placement function that takes new business and renewals from submission through returned quotes.

Pull account information from the submission, AMS and incoming email.

Flag gaps early and request what’s needed before they delay the market.

Check appointed markets against the account, your appetite knowledge and carrier guidelines.

Build a market plan around incumbents, alternatives and markets worth pursuing.

Work portals, APIs, MCP servers and underwriter email based on how each market operates.

Answer questions, chase open threads and complete supplemental forms.

Gather quotes, indications and declinations as markets respond.

Send the results and work record back to the producer’s inbox.

One placement process, regardless of channel.

Placement Desk works each market through the channel that carrier uses, whether that’s a portal, API, MCP server or underwriter email.

Completes forms, answers qualifying questions and retrieves quotes.

Connects directly where a carrier offers an API.

Manages the thread, follows up and returns the response.

Calls the quoting tools a carrier exposes to AI agents over MCP.

Works with the systems your team already uses.

No new system of record. No second workflow for producers. Placement Desk connects to the systems where account information already lives and returns results back into the way your team works today.

Applied Epic

Placement Desk can read account information from Epic, work the placement across carrier channels, and return activity, documents and results back into Epic.

Additional Systems Integrations

Placement Desk can connect to the AMS, document repositories, inboxes and other systems involved in your placement workflow. Integration points are scoped as part of deployment.

The desk does the legwork. Your brokers do the brokering.

Placement Desk takes on the repetitive work. Your team stays responsible for the valuable work that requires licensed judgment.

Advice and recommendations

The Desk returns the quotes, market responses and record behind them. Your brokers evaluate the options and advise the client.

Client relationships

Your team spends less time on submission work and follow-up and more time with clients and prospects.

Market negotiation

Placement Desk can work submissions and routine carrier follow-up. Your brokers step in where relationships, terms, coverage strategy or negotiation require their judgment.

Validation and regulated decisions

Binding, coverage decisions and anything requiring a licensed professional remain with your team at the review points you define.

Questions about Placement Desk.