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Submission 'Statuses'
Submission 'Statuses'

Learn about SALT statuses and how to use them to track a submission's progress.

Updated over a week ago

Every SALT submission is given a status by default. These statuses can be used to track progress and activity on an agency's submissions. Below, you'll see the 8 default statuses we pre-load to your SALT account along with their descriptions.


  • Lead — Incomplete prospect submissions

  • New — Completed prospect submissions (and/or initial agency submission status)


  • In Progress — Submissions that are being worked on by a Producer or CSR

  • Quoted — Submissions that have been quoted in the rater

  • Presented — Submissions that have been presented to the prospect

  • Won — Submissions that have resulted in a bound policy

  • Lost — Submissions where the prospect lost interest or declined coverage

Changing a Submission's Status

  1. Navigate to your Submissions section, and select the desired submission.

  2. Directly to the right of the customer's name, you'll see the current status set for that submission.

  3. Select the dropdown and change the status to whichever makes the most sense.

[Note: Statuses are SALT-only attributes and do not sync or post to any CRM, AMS, or comparative raters.]

Customizing Submission Statuses

We understand that each agency has its preferred processes, and what proves effective for some may not necessarily suit others. As such, we've also implemented the options for you to create, archive, and customize statuses according to your preferences.

You can also set a status to auto-archive a submission when that status has been selected.

To edit your SALT status names, colors, descriptions, and more, navigate to:

Note: There may be times when more than a status is needed, and whether a submission was won or lost, you want it removed from the "Submissions" view.

In these instances, you can archive the submission and always have it available to return to at a later date. Tap here to learn more.

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