One-click insurance submissions to carriers

The scenario matches carriers to each application, prepares the documents, emails them out, and sends the broker a summary.

  • Matches carriers to every application
  • Assembles a ready document package
  • Emails submissions and logs them
  • Sends the broker a final summary
Set it up for yourselfScriptera

How it works

To connect Gmail and Microsoft Excel 365, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: When clicking 'Execute workflow'
  2. Then: Get row(s) in sheet
  3. Check: Check for Applications
  4. If yes: Process Each Application
  5. Then: Select Suitable Carriers
  6. Check: Process Each Carrier
  7. Then: Generate Application PDF
  8. Then: Copy file
  9. Then: Update a document
  10. Then: Download file
  11. Then: Wait
  12. Then: Email to Carrier
  13. Then: Track Submission
  14. Check: If1
  15. If yes: Update row in sheet
  16. If no: Merge
  17. Then: Pre-process & Consolidate Data
  18. Then: Create Process Summary
  19. Check: If
  20. If yes: Notify Broker
  21. Then: Set Test Emails
  22. Then: Generate Carrier Code
  23. Then: Edit Fields (Output)
  24. Then: Generate Carrier Code (Production)
  25. Then: Edit Fields (Output)1
  26. Then: Set Carriers
  27. Then: Generate Carrier Selection Code
  28. Then: Edit Fields (Output)2

You can launch this Gmail + Microsoft Excel 365 integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios