Receive your first Submission

Find the Submission

When a prospect submits:

• The assigned user on the Link gets an email notification (depending on the Link’s notification settings)
• The Submission appears in your agency’s Submissions list with Status New
• Integrations configured on the Form start running automatically

Open it from the list or from the email link.

What you’ll see on the Submission detail

A typical Submission detail page shows:

• Contact info — the Insured’s name, email, phone, address
• Line-of-business records — drivers, vehicles, properties, depending on what the Form covered
• Answers to standard questions and any Custom Questions
• Integration responses — quotes from comparative raters, property data from Estated/Fenris, dec pages from MeasureOne (some of these arrive minutes after Submission, see Why dec pages take a few minutes)
• Documents uploaded by the prospect
• Notes and Comments for internal discussion (empty on a fresh Submission)
• Status, Tags, Assignee — your agency’s workflow markers
• The originating Form and Link — useful for attribution

Take action

Typical first actions:

1. 1

   Move the Status from New to In Progress. This signals to your colleagues that someone is working it.

2. 2

   Verify the assignee is correct. By default, it’s whoever was set as the assigned user on the Link. Reassign if it should go to someone else.

3. 3

   Review the prospect’s answers for completeness. Any obviously missing info? Add a Note.

4. 4

   Check integration results. Did your rater return quotes? Did your CRM create the lead? If something didn’t fire and should have, check Integration troubleshooting.

5. 5

   Reach out to the prospect within your agency’s response SLA — most successful agencies respond within an hour during business hours.

When integrations didn’t fire

If an integration you expected didn’t run:

• Was the integration enabled on the Form? Open the Form’s integrations tab and verify.
• Was the integration enabled at the agency level? Open Integrations on your account.
• Are the credentials current? A “needs reauth” status blocks sync.
• Are required fields populated? Some integrations reject Submissions missing key fields.

For the full diagnostic, see Integration troubleshooting.

Follow up with the prospect

Most Submissions need follow-up:

• Quote questions — clarify ambiguous answers, request missing info
• Document requests — declarations page, photos, certifications
• Quote presentation — share the rates from your comparative rater
• Closing — bind the policy, collect payment, set up automation

For incomplete Submissions where the prospect started but didn’t finish, see Continue Links for sending them a fresh link.

When to archive

Once the Submission resolves:

• Won — the prospect bound. Move to Won Status; some agencies auto-archive Won.
• Lost — the prospect didn’t move forward. Move to Lost.
• Stale — no response after extended follow-up. Archive.

Archiving keeps the data on file but cleans up your active list. See Archiving vs deleting Submissions.

Common questions

I didn’t get an email about the new Submission. Three things: (1) you may not be the assigned user on the Link; (2) your notification setting for that Link may be off; (3) an email delivery failure. See Form subscribers.

The Submission shows “No Access” status — what does that mean? It was caught by the spam filter. Review and clear if legitimate. See The spam filter.

A teammate is also looking at this Submission. Can we collaborate? Yes. SALT doesn’t lock Submissions to a single editor — coordinate verbally. Use Notes or Comments to leave context for each other.

How long do I have to respond? SALT doesn’t enforce a response window. The norm in the industry is fast follow-up — many agencies aim for under an hour during business hours. Faster response correlates with higher conversion.