Stage 3: Handle Underwriting & Submissions

Submit for Underwriting Without the Manual Work

Quote+ helps brokers convert soft quotes into carrier-bound rates by streamlining the submission of census and MHQ data for underwriting. With built-in formatting tools and a robust carrier form library, Quote+ eliminates the manual rework and confusion that comes with getting groups underwritten.

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The Challenge | The Solution | What's Next | Eliminate Underwriting Busywork | FAQs

The Challenge

Submissions Are Manual, Messy, & Hard to Track

For many brokers, submitting census and MHQ data means reformatting files, navigating carrier-specific templates, and managing submissions manually, often without a clear audit trail.

No standard format across carriers
Re-entering data into multiple submission templates
Time-consuming, error-prone manual steps
Lack of visibility into submission status

Graphic showing how you can streamline underwriting in Quote+

Our Solution

Standardized Submissions with Built-In Carrier Form Support

Quote+ streamlines the path to bound quotes by automating how brokers submit employee data for underwriting. With built-in formatting tools and a robust carrier form library, you can eliminate rework and ensure each submission meets the carrier's requirements — no downloading, reformatting, or uploading needed.

With a growing library of thousands of mapped forms for 130+ carriers, Quote+ helps you prepare submission-ready packets in minutes:

Select from a library of underwriting, census, and employer forms
Quote+ maps your collected data to the right fields — no re-entry required
Attach supporting documents like tax forms and employer applications
Need a missing form? Submit a request and we'll add it free of charge

Want to see how this works in action?

Request a Demo

The Old Way vs. Quote+ Way

Challenge	How Quote+ Solves It
Formatting census data for each carrier	Automatically reformats census and MHQ data to match each carrier's submission format
Submitting data to multiple carriers	One-click submission directly from the platform — no portals or uploads required
Risk of inconsistent or inaccurate data	Eliminates manual re-entry by mapping data directly to carrier forms
Tracking down the right forms for submissions	Built-in library includes thousands of carrier and employer forms
Manually completing tax or employer documents	Fill out and attach common forms (i.e., tax docs, employer apps) directly in the system
Missing forms delay submissions	Request new forms and we'll add them to the library at no cost

What's Next In The Workflow

Ready to Eliminate Underwriting Submission Busywork?

Quote+ makes underwriting submissions easy and automated — so you can get to "yes" faster. See how.

Request a Demo

FAQs

Common Questions About Carrier Underwriting Submissions

Handling Underwriting FAQs

How does Quote+ handle different carrier formats?
Quote+ reformats employee and census data to match each carrier's underwriting submission format. If we don't have a carrier's form, we'll add it at no cost.
Can I submit to multiple carriers at once?
Yes. Once you've completed your census or MHQ collection, you can submit for underwriting to multiple carriers with a single click from within Quote+.
What if I need to make updates after submission?
You can easily update your group data and re-submit without starting from scratch, thanks to Quote+'s centralized and dynamic data handling.