After a prospect reviews and completes a submission form. SALT lets you download the data sent by every prospect for your internal records

To export all prospect’s submission data via CVS

  • Navigate to the Submission List

  • Click Export CSV along the top-right side

  • Once exported, the CSV file can be saved and uploaded for your records

To export a single prospect’s submission data:


Via PDF

  • Navigate to the submission you’d like to export

  • Click the Print PDF button at the top right of the screen

  • Print or save the PDF.

via CSV

  • Navigate to the submission you’d like to export

  • Click the dropdown arrow next to the insured’s name, select Export CSV

  • Once exported, the CSV file can be saved and uploaded for your records

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