Glossary
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.
In short: SALT has its own vocabulary for the things you build (Forms, Links, Live Intake templates), the things prospects send you (Submissions, Insureds), and the tools you connect (Integrations, Data Credits). This page defines each one in plain language.
The terms below are listed alphabetically. Heading anchors are stable, so you can deep-link directly to any definition (e.g. /knowledge-base/glossary#form).
Assigned user
The team member who owns submissions that come in through a particular Link. The assigned user is the default recipient for that Link’s lead and submission email notifications. Each Link has exactly one assigned user; assigning a different person doesn’t change who owned past submissions.
Continue Link
A token-secured URL you send to a prospect so they can come back and finish a Submission they started. Sent by email or SMS from the Submission’s detail page. Tokens expire 30 minutes after they’re generated, so resend if a prospect doesn’t act on one in time. See Continue Links.
Custom Question
An agency-specific question you create to collect data SALT’s standard question library doesn’t cover. Custom Questions can apply per-Submission or per-record (per-Driver, per-Vehicle, per-Property, per-Insured), can be marked as sensitive (requiring export consent), and have a plan-tier limit on how many you can have published at once. See Custom Questions overview.
Data Credit
The unit of measurement for paid lookups against external data providers — Estated property data, Fenris risk data, MeasureOne declaration page retrieval, and so on. Each provider charges a different number of Data Credits per pull. Buy them in packs (100, 500, 2,000, 5,000) or set up auto-reload. See Data Credits explained.
Form
A reusable template defining the questions, layout, and integrations for a particular kind of intake — for example, an auto insurance quote form, a homeowners renewal form, or a referral partner intake. A Form is not directly shareable; you share a Link to it. One Form can have many Links pointing at it. See Creating a form.
Insured
A person or entity being insured — the prospect filling out the form, their spouse, additional drivers, business entities. SALT stores Insured records with sensitive fields (name, date of birth, phone, email, driver license number) encrypted at rest. Insureds belong to Submissions; editing an Insured updates the Submission they’re attached to.
Integration
A connection between SALT and an external system — comparative raters (EZLynx, PL Rating, Epic Quotes), agency CRMs (AgencyZoom, HawkSoft), data providers (Estated, Fenris, MeasureOne), automation tools (Zapier, Webhooks). Integrations are configured for your agency and can be toggled per-Form. Each Integration shows a status — enabled, needs reauth, pending activation, or disabled — that determines whether it actually runs.
Lead
A Submission where the prospect started the form but hasn’t completed it. Leads carry whatever the prospect entered before they paused, and the Lead Status is reserved for them. Once they finish, the Submission moves to New automatically.
Link
A shareable URL that points to a Form. Every Form has at least one Link. Links carry their own settings — name, branding overrides, assigned user, notification preferences — so you can use the same Form for different audiences or campaigns and track each separately. See Creating form links.
Live Intake
A guided, step-by-step way to fill out a Submission in real time during a phone call or in-person conversation, instead of sending the prospect a Link and waiting for them to complete it on their own. Live Intake uses a Live Intake template to drive the structure.
Live Intake template
The structure that drives a Live Intake session — categories, steps, and the questions inside each step. SALT ships a default template, and you can build your own custom templates. Reusable and reorderable.
Primary Link
The default Link on a Form. Every Form has exactly one primary Link. The Form’s QR code and a few integrations reference the primary Link as the canonical URL. The first Link created on a Form is automatically primary. See Setting the primary Link.
Question
A field on a Form — for example, “Date of birth,” “Vehicle VIN,” or “Garage address.” Questions come in two flavors: standard questions from SALT’s built-in library (insurance-shaped, designed to feed integrations cleanly) and Custom Questions you author yourself.
Sample Submission
A Submission marked as a test record (typically created during setup or training). Filtered out of the default Submissions list so it doesn’t pollute production reports. You can include sample Submissions by toggling them on in the filter bar.
Saved View
A filter-and-sort combination on the Submissions list, saved for one-click reuse. Each user has their own saved views and can pin or reorder them. SALT also ships several “basic” views (e.g. New, Leads, Unassigned) that are shared across your agency.
Status
A label that indicates where a Submission is in your agency’s workflow — for example, Lead, In Progress, Quoted, Won, Lost. SALT ships eight default Statuses; you can rename, recolor, reorder, and add your own. Two of the defaults (Lead and New) are system-managed and can’t be edited.
Submission
A single instance of someone filling out a Form — one record containing all the answers, attached Insureds, drivers, vehicles, properties, documents, notes, and integration responses. The Submission is the central unit of value in SALT: everything you do is, ultimately, about getting and managing Submissions.
Tag
A label you can attach to Submissions to categorize them outside the Status workflow — for example, “high-priority,” “needs-callback,” “carrier-X-eligible.” Tags apply across your agency and are reorderable. A Submission can have any number of Tags.
Common questions
Why are there both Forms and Links — isn’t a Form already shareable? A Form defines what you’re asking; a Link defines how you’re sharing. One Form, multiple Links lets you point a single intake at different audiences (your website, a referral partner, a paid ad) and track each separately, brand each differently, and route submissions to different team members.
What’s the difference between a Lead and a Submission? A Lead is a Submission whose prospect hasn’t finished yet. They’re the same record — Status determines which is which.
Why don’t I see Insureds as a top-level menu item? Insureds aren’t managed independently — they exist as part of a Submission. You’ll see them inside a Submission’s detail view, where you can edit names, contact info, drivers, vehicles, and properties.
Where do I see standard questions vs Custom Questions? On any Form, the questions in the SALT library are pre-built and feed integrations cleanly. Custom Questions you author yourself appear with a small “Custom” indicator. See Custom Questions overview for when to use which.