SALT Insure

Submissions 101: Getting Started

Learn about the different places you can find & view submissions within SALT.

Locating Submissions

Learn all about archiving/unarchiving submissions within your SALT account.

Archiving/Deleting Submissions

Learn how to you can export SALT submission data via CSV or PDF

Exporting Submission Data

Learn how to customize submission notifications and control who is informed when a submission is received.

Submission 'Notifications'

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

Submission 'Statuses'

Learn about how SALT confirms the prospect's submission and how you can customize the confirmations for your agency.

'Prospect Confirmations' (Completed Submissions)

Learn how to assign a submission to a designated employee within SALT.

Submission 'Assignee'

How to use the "Document Upload" feature within SALT

Uploading Documents

This article outlines how the "Dec Page" request system works and what to expect when using it.

Dec Page Request System

Learn how the SALT Spam Filter operates and how to resolve the "No Access" issue.

Spam Filter Behavior & How to Resolve "No Access"

Learn why SALT users or prospects are seeing "No Access" & how to resolve it

Agent or Prospect Seeing "No Access"

Disable Spam Filter + Alternative Solutions

How to use Notepad in SALT to capture, organize, and manage internal notes within submissions.

Using the Notepad Feature in Submissions

Learn about managing submissions within SALT.

Submissions

What is a Submission ID?

Frequently asked questions about SALT Forms

Can I send a link for prospect to continue/complete a submission?

Submission FAQs

SALT News Center

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.