Viewing as Super admin · Owner · Chris
Process 5 of 10
Carrier process
Finding, quoting and binding with the right insurance company. Figures are illustrative demo values.
Today's agency
Disconnected tools
1Missed markets
Guess which carriers fit
Memory
2Hours
Quote each portal
Portals
3
Compare in a spreadsheet
Excel
4
Bind in portal, re-key AMS
Portal + AMS
With Greyline
One connected flow
The result on your dashboard
Before vs after, and where each gain shows up
93%better on “Time per comparative quote” (90 min → 6 min)
Today's agencyWith GreylineDeclines after submission: 1 in 4 → 1 in 2075% better · Carriers quoted per risk93% better · Time per comparative quote
Where you see it
marketCarriers2–3 → 8–10 carriers quotedOpen screen →marketRouting plan · Okafor householdRouted to direct, MGA or wholesaler.Open screen →marketNormalized quotes90 min → 6 minOpen screen →vendorQuote requests receivedClean, complete requests arrive by API.Open screen →marketBind checklistA person approves; records write themselves.Open screen →
Carriers quoted per risk
2–38–10
Time per comparative quote
90 min6 min
Declines after submission
1 in 41 in 20
Who is involved
Carrier
Returns rates via API
Producer
Approves bind
Access paths and appetite routing
Direct APIProgressive, TravelersAuto, Home
MGACoastal SpecialtyFlood, Wind
WholesalerExcess lines deskHard-to-place