Getting started

SALT is a data intake platform for insurance agencies. It captures prospect data through customizable Forms (shareable via Links or filled out via Live Intake), keeps the resulting Submissions organized in a workspace, and routes the data to your raters, CRMs, and AMS via Integrations. It's the layer between your prospect and your back-office tools.

Your first Form takes about ten minutes. Open Forms, click new, pick the lines of business, and save. SALT generates a primary Link automatically — share that with yourself first, fill it out, and confirm the Submission shows up. Then iterate.

Open the Submission, review the prospect's answers, change the Status to reflect your workflow, assign or reassign as needed, run any integrations that didn't auto-fire, and follow up with the prospect. The goal: turn the Submission into a quote and (ideally) a bound policy.

Plain-language definitions of every SALT term you'll see in the app — Forms, Links, Submissions, Insureds, Statuses, Tags, and the rest. Bookmark this page; most other articles link back here.

Quick Actions is a shortcut panel available on every page in SALT. Open it with Cmd+K (Mac) / Ctrl+K (Windows) or the round button in the bottom-right corner. It shows actions for whatever you're looking at (a Submission, Form, or user) plus account-wide Team Actions, and you can filter by typing. Which actions appear depends on the page and your permissions.