Employer Risk AdvisoryAgent Submission Portal — Wholesale Workers' Comp Distribution
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Preliminary Indication
Same numbers your underwriter sees · Subject to final confirmation
Your Client’s Options
Every PEO that quoted — by name, with its service model — so your client can choose the best fit.
Messages with Underwriting
Questions, updates, or requests from our team appear here. Reply at the bottom.
Update This Submission
If our team asked for clarification on the ACORD, loss runs, or other details, update them here and we'll re-analyze.
Active Accounts
Your placed clients and the commission they carry. 10% of workers’ comp premium on every placed account — recurring for the life of the placement. Estimated rows reconcile as carrier statements arrive.
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Employer Risk Advisory — Agent Portal
Submit a Workers' Comp Opportunity
Upload your client's ACORD 130 and loss runs. Our AI underwriting system analyzes the submission and provides a conditional indication within minutes. A formal quote follows within 24–48 hours.
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Agent & Broker Partner Guide
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Your Information
So we know who to send the formal quote to.
Client Information
Basic info about the account you're submitting. This helps our underwriting team process faster.
Upload Documents
Upload the ACORD 130 (required) and loss runs (strongly recommended). We accept PDF, Excel, Word, and image files.
ACORD 130 — Workers' Comp Application *
Drop ACORD 130 here or click to browse
PDF, Excel, or image files
Loss Runs — 3 to 5 Years (recommended)
Drop loss runs here or click to browse
PDF, Excel, or image files
Operations Questions
These cannot be read off an ACORD 130, and every one of them changes which markets can look at this account. An unanswered question is not treated as a "no" — it goes to our desk for review, which is slower. A minute here saves a day later.
Analyzing Submission
Review Extracted Information
Please verify the information our AI extracted from your documents. We pull data directly from the ACORD and loss runs, but OCR can miss fields or misread handwriting. A quick review before final submission prevents delays in underwriting.
Employer Information
Class Codes & Payroll
State
Code
Description
Gross Wages
Employees
Loss History
Year
Total Claims
Incurred $
Paid $
Open Claims
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