In the independent channel, trust is everything. Clients trust you to recommend the right coverage. Carriers trust you to submit accurate, complete applications. But here’s a truth every agent should embrace: You are only as good as your data.
That’s why more and more high-performing agencies are asking: Where is this information coming from? And how can we ensure we’re starting with the best, most current, and most complete view of the client?
IIAT-endorsed SALT built an intake system that captures all three key sources of insurance data—direct from the insured, public records, and current policy information—in one seamless, guided experience.
You’re Only as Good as Your Data
Here's how SALT helps you leverage your insurance data to quote faster, win more, and close with confidence
-
The Insured: Your Truest Source of Truth
There’s no better place to start than with the person living in the home or driving the vehicle. Whether it’s a homeowner who just remodeled their kitchen or a driver who added a new teen to the policy—the insured knows what’s changed.
SALT makes it easy to capture their input on their terms:
Self-completed smart forms that are client-friendly and mobile-ready
Phone-friendly workflows for agents who intake live
Direct integrations with Epic Quotes, PL Rater, EZynx and HawkSoft for seamless quote-ready data
No re-keying. No confusion. Just clear, actionable insight straight from the source
-
Public Data: The Right Partners Make All the Difference
Public records help pre-fill the intake experience, validate responses, and save time. But raw public data can be messy, outdated, or unreliable.
SALT solves this by integrating with trusted public data providers who deliver clean, structured insights about homes and vehicles—so your intake is smart from the start.
This context accelerates quoting and helps uncover gaps or inconsistencies early in the process.
-
Policy Data: Now Captured Automatically with Dec Page Integration
Here’s where SALT is truly raising the bar.
Instead of asking clients to upload PDFs or read off policy info from dec pages, SALT now offers real-time policy data capture powered by MeasureOne. With just a few clicks, your client can authorize secure access to their current insurance account (think: Allstate, State Farm, GEICO and more), and SALT retrieves the full policy details instantly and accurately. It’s:
Faster than uploads
More accurate than phone calls
More complete than third-party scrapes
And it’s fully integrated into the SALT intake flow, so agents receive structured, quote-ready policy data right alongside client responses and public data. Learn more.
-
Putting It All Together: SALT Gets You the Whole Picture
SALT doesn’t just collect data—it combines it:
Insured input, captured live or self-serve
Public data, structured and reliable
Live policy data, pulled seamlessly with client permission
All of it flows directly into your rater of choice, eliminating double entry and positioning you to quote with precision and speed.
A Smarter Intake for IIAT Agencies
As the market evolves and client expectations climb, one thing is clear: the future belongs to agencies that take control of their intake process.
With SALT, you’ll never have to guess whether your data is accurate, complete, or quote-ready. We help you confidently gather every piece—direct from the insured, enriched with public data, and paired with real-time policy insights—all in one seamless experience.
You’ll know exactly where the data is coming from, and how to use it to build trust, uncover risk, and close more business. Learn more about SALT.
Curious how your current intake process stacks up?
Take SALT's quick Data Intake Health Quiz and get tailored recommendations in less than 3 minutes.
Get Started