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For independent commercial-lines agencies

Turn submissions into market-ready work and keep the book moving.

Adjustly gives producers, underwriters, account teams, and agency leaders one operating layer for submission intake, appetite, preparation, placement history, renewals, and service.

Run a representative submissionDownload the overview
AI reads and drafts. Carrier rules make explainable appetite calls. Your people decide. Your AMS and carrier portals stay authoritative.

What Adjustly enables

A clearer workbench for the whole agency

Submission intake

Bring new business in through email, a public broker link, or manual entry.

Structured risk review

Organize application data, schedules, loss information, operations, and missing items.

Carrier appetite

Apply your editable carrier rules and return in-appetite, refer, or decline results with reasons.

Application preparation

Prepare ACORD-numbered fields, required-form lists, risk briefs, and reviewable outreach drafts.

Book and renewals

See account context, ownership, upcoming expirations, renewal activity, and book analytics.

Service workflow

Classify service requests, link policy context, draft replies, and record staff fulfillment.

The workflow

A repeatable path from intake to recorded outcome.

  1. 1

    Capture

    A commercial submission arrives through an agency-controlled channel.

  2. 2

    Read

    Adjustly structures the available facts and documents into one risk profile.

  3. 3

    Review

    The team sees missing information, risk context, and questions that need judgment.

  4. 4

    Match

    Carrier rules return market guidance with the reasons attached.

  5. 5

    Prepare

    The application data, market approach, and next communication are prepared for review.

  6. 6

    Record

    The team quotes and binds in carrier systems; Adjustly records the placement and policy context.

What each role gets

Producers

A risk snapshot, appetite guidance, market log, missing-item list, and clear book ownership.

Underwriters and placement leads

Structured submissions, risk flags, carrier results, evidence, and reviewable briefs.

CSRs and account managers

A service queue, linked policy context, renewal visibility, and reviewable reply drafts.

Agency leadership

Pipeline, hit ratio, premium, carrier/line/state mix, aging, renewals, and declination trends.

Built to complement the agency stack

Clear boundaries make the operating model easier to trust.

Adjustly prepares and records
People and existing systems remain authoritative
Adjustly reads, organizes, enriches, and prepares the submission.
The agency submits, quotes, advises, and binds through carrier systems.
Adjustly prepares ACORD-numbered field mappings and missing-item reviews.
Official licensed ACORD forms remain outside the current product.
Adjustly imports CSV book data and exports CSV or generic AMS-oriented XML.
The AMS remains the system of record; vendor-specific write-back is not currently implemented.

See it run on representative work.

Bring a real workflow and representative submission structure. We will walk through reading, rules, preparation, human review, and the operational record.

Request a working demo