Day 15 Internal Tool

30 Useful Insurance and Productivity Apps | Broker Submission Builder

Broker Submission Builder

Convert broker notes into a deterministic market summary, highlight referral triggers, and surface the follow-up items needed before release.

Created by

Poovannan Rajendran

Analysis and review time (MM:SS:CS)

00:00:00

Current source

mid-market-property-ready.txt

Storage

Awaiting run

Mode

Submission structuring and referral gating

Intake

Broker source and submission note

Upload zone

Use built-in broker note samples, paste structured text, or load a local `.txt` or `.md` file from a renewal or new business pack.

Runs the deterministic submission builder, required-field gate, and persistence flow through the app route.

Summary

Build overview

Run analysis to see summary metrics.

Status

Readiness board

Status metrics appear after analysis.

Structured fields

Parsed submission details

Run analysis to view parsed submission fields.

Query

Prompt match snippets

Prompt matches appear once analysis is complete.

Build output

Submission sections

Structured submission sections appear after analysis.

Referral triggers

Automatic referral checks

Referral triggers appear after analysis.

Follow-up

Information gaps

Information gaps appear after analysis.

Commentary

Executive readout

Upload a broker note and run the builder to generate the executive submission readout.

Whitespace

Whitespace fields/columns table

Whitespace field mapping appears after analysis.