Salt
Digital intake platform that helps independent insurance agents collect client data and submit quotes faster
Overview
Salt is a digital intake platform for independent insurance agents that automates client data collection and streamlines quoting operations for personal lines. The platform replaces paper-based and manual intake workflows with structured digital forms that gather, verify, and pre-fill client information from multiple data sources, reducing errors and back-and-forth communication between agents and clients.
Delivered as a cloud-based SaaS solution, Salt integrates with major agency management systems and insurance platforms including HawkSoft, Applied, EZLynx, Vertafore, and Zapier. The platform connects to MeasureOne for declaration page retrieval and Fenris and Estated for data enrichment, enabling agents to collect complete, verified submissions without manual data re-entry.
Founded in 2021 by Dustin Parker, an insurance agency owner with 18+ years of industry experience, and Jonathan Simmons, a software engineer and product strategist, Salt raised Series A funding led by Eagle Venture Fund. The company reports that agencies using the platform see a 40% increase in completed submissions and cut quoting time in half. Salt partnered with HawkSoft in December 2025 to integrate its automated intake platform directly into HawkSofts agency management system.
Products & Services
Live Intake
Mobile-friendly digital forms that guide clients through data entry, pre-filling known information and validating entries in real time. Supports both online self-service intake and structured phone intake where agents collect and verify information during calls.
Key Features
- Real-time data validation and pre-fill
- Mobile-optimized client experience
- Phone intake mode for agent-assisted data collection
Target Users: Independent insurance agents and agencies
Declaration Page Retrieval
Instant retrieval of current policy details through integration with MeasureOne, eliminating manual document requests and enabling agents to pull existing policy information for comparison and new quotes.
Key Features
- Automated declaration page pull via MeasureOne
- Current policy data surfaced at intake
- Reduces manual document follow-up
Target Users: Independent insurance agents handling personal lines renewals and cross-sell
Quote-Ready Submissions
Delivers structured, verified submission data formatted for carrier and AMS systems, reducing manual re-entry and reformatting on the agent side.
Key Features
- Multi-source data cross-referencing (consumer-verified, public records, current policy)
- AMS-compatible output formats
- Verified data before submission
Target Users: Independent agencies quoting personal lines home and auto
At a Glance
- Founded
- 2021
- Headquarters
- Grapevine, Texas
- Employees
- 1-10
- Funding
- Series A
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Digital Intake Agency Workflow Quote Automation
- Insurance Verticals
- P&C Personal
- Target Customers
- Agents/Agencies
Customers
- Independent insurance agencies (nationwide, personal lines focus)
Links
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Last updated: 2026-05-18