Be the wholesaler who answers first
Retailers shop the same risk to several wholesalers at once, and the first credible response usually takes it. RM Assistant removes the hour of re-keying between the submission landing and you being able to market it.
Where wholesale submissions lose their head start
Three failure points, all of them upstream of any underwriting decision.
Speed is the whole product
A retail agent shopping a risk sends it to several wholesalers at once. The one who comes back first with a real indication usually wins the business. When an hour of that head start is spent re-typing an ACORD, the race is lost before it is run.
The same data gets keyed once per market
One submission going to five carriers means the same insured, vehicle and loss data re-entered five times into five portals and five templates. Every repetition is another chance to transpose a VIN or drop a claim row.
Incomplete submissions burn days
Missing loss years, an unsigned application, a schedule that does not reconcile to the count on the application — each one triggers an email round trip with the retailer. Finding those gaps early is the difference between a one-day and a one-week cycle.
What changes
Extract once, market many, and find the gaps while it still costs nothing to fix them.
Clear the submission in minutes, not hours
Inbound retail submissions are read, classified and extracted automatically. Insured details, drivers, vehicles and loss history come out structured while the retailer's email is still fresh in the queue.
Market one clean record to many carriers
Because the data is structured once, it is reusable across every market you approach — no re-keying per carrier, and no drift between what carrier A and carrier E were told about the same risk.
Catch the gaps before the carrier does
Missing loss years, unreconciled vehicle counts and absent supplementals are flagged at intake, so you go back to the retailer once, immediately, instead of after a carrier has already declined to quote.
Keep an auditable trail per market
Every field traces to the document it came from, so when a carrier questions a figure months later you can show exactly which page of which submission it was taken from.
What it does to a wholesale desk
Measured on live commercial-lines submissions in production.
Figures are from production commercial-lines programs, measured end to end. We benchmark on your own historical submissions before you commit, because document mix drives the result more than anything else.
Wholesale submission automation, answered
How does RM Assistant help a wholesale broker specifically?
Wholesale brokers compete on response time and on how clean a submission looks when it reaches a carrier. RM Assistant removes the manual re-keying between receiving a retail submission and marketing it, so the same team can clear more submissions per day and respond before competing wholesalers do.
Can the same submission be marketed to multiple carriers?
Yes. The point of extracting once into a structured record is that the record is then reusable for every market you approach, without re-entering the data per carrier and without the inconsistencies that re-entry introduces.
Does it flag incomplete submissions?
Yes. Gaps that would normally surface late — missing loss-run years, vehicle schedules that do not reconcile to the application, absent supplementals — are raised at intake so the round trip with the retail agent happens immediately rather than after a carrier declines.
Do retail agents need to change how they submit?
No. They keep emailing submissions as they do now. Any requirement that retailers adopt a portal is a requirement they can decline by sending the risk elsewhere, so the system is built to accept whatever arrives.
Where does the extracted data go?
Into your own system of record. Dayd ALIS is live in production, Vertafore IMS is in development, and anything else is connected via a custom API integration built during onboarding. RM Assistant is the intake layer, not another place your data has to live.
Run one of your retail submissions through it
30 minutes, a real submission from your desk, the full pipeline start to finish. You will see what gets extracted and what gets flagged.
Book a demoNo sales pressure. We confirm within one business day.