Submission & Marketing Workflow Mastery: Getting Better Quotes, Faster

Presented by Mary Wageman CIC, CISR

Better quotes often start long before the underwriter ever opens your submission.

In this webinar, Mary Wageman shares a five-stage framework for creating a more disciplined marketing process. From preparing complete submissions and selecting the right carriers to proactive follow-up, negotiation, documentation, and debriefing.

Learn how stronger submission standards can reduce back-and-forth, improve turnaround times, strengthen underwriter relationships, and help your agency secure better outcomes for clients.

Whether you’re handling new business or remarketing a renewal, this session provides practical strategies for making your marketing process more consistent, efficient, and effective.