What SALT does
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.
In short: SALT collects prospect data through customizable Forms (shared as Links or filled out live during a call), organizes the resulting Submissions, and pipes them to the rest of your tooling — comparative raters, CRMs, AMS. It’s the front door of your agency’s intake stack.
What SALT is
SALT is a data intake platform for insurance agencies. It does three things:
- Capture data from prospects, through Forms you build and share.
- Organize data in a Submissions workspace your agency uses to triage, assign, and follow up.
- Route data to the rest of your stack — raters, CRMs, AMS — via Integrations.
It’s not a rater. It’s not an AMS. It’s not a CRM. It sits in front of those tools and feeds them clean, structured data so they can do their jobs.
The pieces
| What | What it is |
|---|---|
| Form | The reusable template — questions, layout, integrations to fire — for a particular kind of intake |
| Link | A shareable URL that points to a Form. One Form can have many Links, each with its own branding and routing |
| Live Intake | The agent-driven version — you walk through the Form yourself during a call instead of sending the prospect a Link |
| Submission | One instance of a prospect’s intake — the actual data, attached records, and history |
| Integration | A connection to an external system — comparative raters (EZLynx, PL Rating), CRMs (AgencyZoom), AMS (HawkSoft), data providers (Estated, Fenris, MeasureOne) |
| Custom Question | An agency-specific question you create when SALT’s standard library doesn’t cover what you need |
The Glossary covers every term in detail.
A typical workflow
- You build a Form for a kind of intake — auto, home, renters, commercial, a referral partner flow.
- You share Links to that Form — embedded on your website, sent to prospects via email, posted on social, given to referral partners.
- Prospects fill out the Form at their own pace (Link) or with you on the phone (Live Intake).
- Submissions land in your agency’s workspace — searchable, taggable, assignable, filterable.
- Integrations fire to push the data where it needs to go — quotes from raters, leads to your CRM, dec pages from data providers.
- You and your team work the Submissions — quote, follow up, bind, lose, archive.
- Per-Link metrics tell you which campaigns and partners are producing.
That cycle repeats; SALT is the loop’s data layer.
How SALT differs from things you might already use
Comparative raters (EZLynx, PL Rating, Epic Quotes): SALT isn’t a rater. SALT collects the data and sends it to your rater. The rater quotes; SALT doesn’t.
AMS (HawkSoft, AgencyZoom, etc.): SALT isn’t an AMS. SALT sits in front of your AMS, captures the prospect data, and syncs it to the AMS once you’re ready to convert. Your AMS still owns the policy-management workflow after binding.
CRM (AgencyZoom CRM, etc.): SALT isn’t a CRM. SALT captures intake; the CRM owns relationship management. The two integrate — SALT can push leads into your CRM as they come in.
Form builders (Typeform, Google Forms): SALT is built specifically for insurance intake. The standard question library is shaped around insurance-specific data, integrations are pre-built for industry tooling, and consequences (how data flows into raters and AMS) are handled natively. A general-purpose form builder doesn’t have any of that.
Where to start as a new admin
If you’ve just signed up:
- Browse the Glossary to learn the vocabulary.
- Create your first Form — start simple, you can refine later.
- Receive your first Submission — share the Link with yourself or a colleague and walk through the consumer flow.
- Connect one Integration — pick the most important one for your workflow (typically your rater or CRM).
- Invite your team — see Inviting users.
The articles below in this knowledge base cover everything else as you grow.
Common questions
Is SALT for individual agents or whole agencies? Both, but it’s designed primarily for agencies — multi-user workspaces, role-based permissions, and the integrations layer are all geared to teams. Solo producers use it too, just at a smaller scale.
Do I need to migrate data from my existing system? No. SALT captures new intake data. Past policies, customers, and history stay where they are (in your AMS and other systems). SALT integrations sync new Submissions out as they come in.
How long does it take to get set up? A first Form and a first Link can be live in 15-30 minutes. A full integration setup with raters and CRM typically takes a few hours, mostly waiting on credentials and cooperative testing.
What plans does SALT offer? Three published tiers (Propel, Propel+, Middle Market) plus custom enterprise plans. See Plans and pricing.