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A submission is an incoming request for insurance — the thing that arrives before any pricing happens. It’s the starting point of the workflow: a submission is worked up into quotes, and a quote that’s accepted binds into a policy. A submission records who’s asking, what they want covered, and the current state of the request as it moves toward a quote.
Submission detail page showing status In Progress, submission number, primary insured, submission type New Business, and a Quotes section listing a bound quote.

A submission in the app — the Summary tab, with its details and the quotes worked up from it.

Working in the app? See the Submissions feature reference for the list view, detail tabs, and actions.

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How its data works

Like every top-level entity, a submission is a set of fields configured per company. A few are required by the platform — a submission always has a system-assigned number and a status — but everything else, including which details you capture about the request, is up to your company’s configuration. You can add as many custom fields as you need. A submission’s status moves through your configured workflow (it starts in progress), and it carries a submission number that the platform assigns automatically.

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What it connects to

The submission is the top of the chain: Submission → Quote → Policy.
Creating a submission in the app starts you on a new quote. The Create Submission button opens a new quote, and saving it creates the submission and that first quote together — exit without saving and neither is created. So in the app, a submission comes into being alongside an initial quote.The data model is more permissive than that workflow: a submission is an independent entity that can exist with no quotes (for example, created directly through the API). The dependency only runs one way — every quote needs a submission, but a submission doesn’t require a quote.

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Files, Notes & Contacts

Submissions support all three shared tabs: you can upload files, record notes, and attach contacts (people from the directory, such as the broker who sent the submission in).
API. Managed through the unified entity CRUD surface as submission. See the Entities API overview.Framework-required fields.Additional fields are configured per company; discover them via the /entities/submission/configuration endpoint.