The Challenge

Submissions Are Manual, Messy, and Hard to Track

Once plan comparisons are complete, brokers face a new hurdle: submitting data to multiple carriers in the correct format to get final rates. This often means rekeying census data, navigating different templates, and keeping track of which carrier got what — and when.

Common roadblocks include:

  • Re-entering and formatting census data to meet each carrier's underwriting submission requirements
  • No central place to track which carriers have received census or MHQ data
  • Manual processes introduce delays, duplicate work, and the risk of submission errors
Graphic showing how you can streamline underwriting in Quote+

The 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

  • 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.

  • 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+.

  • You can easily update your group data and re-submit without starting from scratch, thanks to Quote+'s centralized and dynamic data handling.

You've got questions. We've got answers.

Reach out today to get more of your small group benefits or Quote+ questions answered.

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