Use the portal extension and document tray

Fill supported fields from verified account data, then review in the carrier portal.

Markets & placement · Unlicensed staff, Licensed staff, Company admin

How it works

Install the Insurance Automation Hub extension from the provided package according to your organization’s policy. Open the carrier portal in your existing authenticated session.
Choose the customer/account and the current submission. Confirm the insurer page and permitted scope.
Review proposed field mappings and source evidence. Fill supported fields; resolve unknown values and unsupported controls manually.
Use the document tray to retrieve the reviewed application and supporting documents. Download the needed files and upload them through the carrier’s approved controls; use supported attachment assistance where available.
Review the completed carrier page and attached files. A licensed, authorized person performs the final submission or binding action.

The extension does not collect carrier passwords, guess underwriting answers, bypass CAPTCHA, or silently submit/bind.

Each portal’s dynamic fields, frames and uploads need testing. Download assistance is not a promise that every website permits automated attachment.