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