For retail agencies
Account managers spend hours re-keying ACORD data and chasing missing pages. PacketSlip checks the packet, flags gaps and conflicts, and drafts the follow-up to the insured.
Upload the ACORD 125, line supplements and loss runs together. Key fields are extracted with page references.
Conflicting revenue, payroll, NAICS codes or addresses are flagged before the underwriter finds them.
General Liability, Property, Auto and Workers' Comp checklists show what is still missing for each line.
Open findings compile into a plain-language request for the insured, which you can edit before sending.
New business
Renewal
Team handoff
| Task | Typical manual approach | With PacketSlip |
|---|---|---|
| Re-keying ACORD data | Copy values by hand into the agency system or carrier portal | Values extracted with page references, ready to review |
| Checking completeness | Personal checklist or memory | Line-specific checklist with met / missing / review |
| Finding conflicts | Often found by the underwriter | Flagged at the agency with both sources shown |
| Chasing the insured | Several emails as questions come up | One follow-up draft built from open findings |
Independent agencies compete on service and speed to quote. Clean submissions earn faster responses from carriers and fewer back-and-forth emails.
PacketSlip sits before carrier submission: it does not replace your agency management system or carrier portals, it makes sure what you send them is complete and consistent.
No. It works alongside it, focused on preparing and checking the submission packet.
General Liability, Property, Commercial Auto and Workers' Compensation.