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      Flow to Additional Markets – Agent Guide

      Learn how to send a risk to Additional Markets when platform options aren’t the right fit.

      When to Use This Feature


      If the platform markets have declined a quote or are not a good match for your risk, the Flow to Additional Markets tool allows you to forward your application to additional markets that have been pre-configured by your network or wholesaler.

      This is particularly useful when quoting with non-admitted markets or expanding your placement options beyond Coverforce's built-in partners.



      1. Accessing the Feature
        Once you have reached the Quotes screen in an application, you will see the option to Message Additional Markets as a button along the top.
        Clicking this button will open a step-by-step workflow
      2. Select Markets
        You’ll see a list of Additional Markets available to you, based on what’s been set up at the network level.
        1. Click on a market tile to view and select associated underwriters.
        2. You can select one or multiple underwriters per market.
        3. If allowed, you can also add a custom underwriter by entering a Name and Email, then clicking Save.
        4. Selected underwriters will appear below the grid for review.
      3. Add Documents
        Attach the required files to support your application:

        1. ACORD Forms: Select from common forms like ACORD 125, 126, 130, 140, 160, 162, or 180.

        2. Document Center Files: If you’ve previously uploaded documents to the platform, you can select them from here.

        3. Upload New Files: Drag-and-drop files or click to upload from your device.

        4. Attached files will appear in a list at the bottom of the page.
      4. Review Message & Send
        1. On the final screen:

          1. Review the underwriter list and attached documents.

          2. A prefilled message will be generated, summarizing the application.

          3. You can add additional comments or instructions if needed.

        2. Click Send Application to email the selected underwriters.

          You’ll receive a confirmation once the message has been sent successfully.

      Tips for Success

      • Double-check that each underwriter’s policy type and state align with your risk.
      • Use clear document names to avoid confusion.
      • If you don't see a market or underwriter you need, contact your network admin to update the setup.

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      For support, reach out to us at support@coverforce.com