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For wholesale brokers

Read inbound retail submissions faster and lead with markets that fit.

Adjustly turns email packets into structured risks, applies your market knowledge, prepares the next approach, and keeps a clear placement history across a high-volume submission flow.

Run a representative submission
The system prepares the risk and the market reasoning. Brokers choose the market, manage the relationship, negotiate, and bind through their existing channels.

What Adjustly enables

A practical operating layer for wholesale placement

Retail submission intake

Route inbound email packets and attachments into a structured submission queue.

Fast first read

Organize exposure facts, loss history, requested lines, schedules, and missing information.

Market guidance

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

Placement preparation

Prepare risk briefs, ACORD-numbered application data, and reviewable market emails.

Market log

Track markets approached, quotes, declinations, waivers, notes, and the final outcome.

Book visibility

Keep ownership, status, aging, renewal activity, and placement context visible across the team.

The workflow

A repeatable path from intake to recorded outcome.

  1. 1

    Receive

    A retail agent forwards the submission packet.

  2. 2

    Read

    Adjustly structures the risk and identifies missing information.

  3. 3

    Match

    Your configured market rules surface likely fits and explain why.

  4. 4

    Prepare

    The risk brief, application data, and outreach draft are prepared for review.

  5. 5

    Place

    The broker approaches markets, negotiates, and binds through existing channels.

  6. 6

    Retain

    Adjustly keeps the market approaches, responses, and placement history together.

What improves for the brokerage

Faster orientation

Understand the risk and missing items without reconstructing the packet from scratch.

Better market focus

Start with markets whose configured rules fit the risk and see the reason before approaching them.

Consistent execution

Make market knowledge easier to apply across brokers and teams while preserving human judgment.

Placement continuity

Retain ownership, market responses, outcomes, and notes when work changes hands.

Built around the broker's judgment

Clear boundaries make the operating model easier to trust.

Adjustly prepares and records
People and existing systems remain authoritative
Adjustly structures the packet, applies market rules, and prepares outreach.
The broker selects markets, negotiates terms, and advises the retail agent.
Adjustly records markets, quotes, declinations, waivers, and outcomes.
Carrier submissions and binding remain in market systems.
Adjustly exports basic operational data.
Live wholesale management-system synchronization 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