01
Submit
Upload your client's ACORD 130 (required) and loss runs (3–5 years recommended). Add basic client info and pick a quote type — Full PEO, ASO, or WC Carve-Out.
Upload an ACORD 130. Get an indication in minutes.
The Simplified Personnel Agent Submission Portal runs your client's ACORD 130 and loss runs through our AI underwriting engine and returns a preliminary indication on screen. A formal quote follows in 24–48 hours.
Live Tool
Submit an opportunity — Full PEO · ASO · WC Carve-Out
How the portal works
Four steps from submission to a binding-ready quote.
02
Auto-extract & Review
Our system pulls FEIN, class codes, payroll, mod, and loss history straight from the documents. You review the extracted fields in 60 seconds before final submission.
03
Indication in Minutes
AI underwriting returns a preliminary indication on screen — the same numbers your underwriter sees. You can print or save as PDF immediately.
04
Formal Quote in 24–48 hrs
An underwriter reviews the file, messages you in-portal for any clarifications, and sends a binding-ready quote within two business days.
What we accept
The industries other carriers decline.
- Healthcare staffing
- Light manufacturing & warehouse staffing
- Artisan contractors
- Hospitality & restaurants
- Last mile delivery
- Janitorial, landscaping & facility services
- Multi-state operations
- Accounts with mod > 1.2 and documented mitigation
What you keep
Your client. Your BOR. Your commission.
- Your client relationship and BOR
- Full commission per your contract
- Direct access to underwriting (no call center)
- Real-time portal messaging with our team
- Status, pricing updates, and submission history
📘
10 pages · PDF
New to Simplified Personnel?
Download the Agent & Broker Partner Guide.
How our program-direct WC programs work, how agent commissions are structured, our 4-step partner referral process, real client case studies, and why 90–95% of clients stay year after year. Ten pages, no fluff.
- ✓ PEO vs ASO explained
- ✓ Commission structure
- ✓ Real case study
Direct line for brokers(833) 746-7535
Contact broker support →