Submission Studio

Anzen builds the submission. Then it chases down whatever's missing.

Sync the email thread, call notes, and AMS record. Submission Studio populates any ACORD, carrier app, or supplemental, flags the gaps, and tracks the client follow-up until the submission is market-ready.

Schedule a demo See How It Works
JT
Jordan Tate <jtate@harborlane.com>
FW: FW: Sub for review — need quotes by Friday

Apps attached for Meridian Fabrication LLC, target effective 10/1. Prior carrier notes in the thread below.

ACORD 125.pdf SOV.xlsx Loss Runs.pdf +2
Submission record Received
Named InsuredMeridian Fabrication LLC
Effective Date10/01/2026
TIV$14,250,000
Class Code51315 · Machine Shops
Synced to AMS

Collect everything about a risk in one place.

Answers arrive by phone, by text, buried in email threads, or already sitting in your AMS. Submission Studio captures all of it against one submission with no re-keying.

Email thread
AMS record
Expiring policy
Intake form
Loss runs
Financials
Submission Studio
Submission recordComplete
Named insuredHalstead Builders LLCAMS
FEIN84-2210947AMS
OperationsCommercial GC, ground-upIntake form
Payroll$4.2MFinancials
Prior losses2 claims, 5 yearsLoss runs
Effective dateSep 1, 2026Expiring policy
Vehicle schedule11 unitsEmail thread

Fill any form, populated from everything collected.

Select any form and Anzen populates it from everything collected: the full ACORD library, carrier applications, supplementals, or a form you upload yourself.

  • The full ACORD library, generated automatically
  • Carrier applications and supplementals filled automatically
  • Connected to application data platforms, so any ACORD, carrier application, or supplemental is one click away. Client answers flow straight in and no question gets asked twice

Chase & track. Nothing stays open by accident.

Anzen flags the gaps, emails the client for what's missing, and tracks every open item and form completion until the submission is market-ready.

  • Every gap flagged against the form that needs it
  • Follow-up emailed to the client, answers captured back on arrival
  • Open items and form completion tracked to market-ready
Drafted by Anzen Draft · not sent
DW Dana Whitfield · Kestrel ManufacturingInsured · 9/1 renewal
Two items to finish your renewal submission
Still needed
  • Updated vehicle scheduleCommercial auto
  • 2025 year-end financialsUnderwriter requirement
Review & send Edit draft

Everything between intake and market in one place

Collect, populate, and package market-ready submissions without leaving Anzen. The exporting to fill forms somewhere else and the attachment-stitching at the end both go away.

Send to every market with Marketing AI Stay on top of every submission with AI Task Management

See a raw email become a complete submission.

We'll walk through how your team works today and show where the hours come back.