> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getkantilever.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Submissions Overview

> Understanding the submission lifecycle

# Submissions Overview

Submissions are the core of Kantilever. Each submission represents an insurance request moving through your underwriting workflow.

## Submission Lifecycle

```mermaid theme={null}
flowchart LR
    A[Intake] --> B[Extracting]
    B --> C[Review]
    C --> D[Needs Info]
    C --> E[Quoted]
    D --> C
    E --> F[Bound]
    E --> G[Declined]
    C --> G
```

### Statuses

| Status         | Description                                           |
| -------------- | ----------------------------------------------------- |
| **Intake**     | Newly received submission awaiting initial processing |
| **Extracting** | AI is extracting data from documents                  |
| **Review**     | Ready for underwriter review and analysis             |
| **Needs Info** | Waiting for additional information from broker/agent  |
| **Quoted**     | Quote has been issued to the submitting party         |
| **Bound**      | Policy has been bound                                 |
| **Declined**   | Submission has been declined                          |

## Submission Sources

Submissions enter Kantilever through three channels:

### Email

Most submissions arrive via email. When an email matches an intake rule:

1. Kantilever creates a submission
2. The email body and attachments become documents
3. AI extracts data based on your desk's field schema

### Upload

Manually upload documents to create a submission:

1. Navigate to a desk
2. Click **+ New Submission**
3. Upload files (ACORD forms, SOVs, etc.)

### API

Integrate with other systems via the API to create submissions programmatically.

## Priority Levels

Assign priority to manage your queue effectively:

| Priority   | Use Case                                     |
| ---------- | -------------------------------------------- |
| **Urgent** | Time-sensitive, requires immediate attention |
| **High**   | Important, should be processed soon          |
| **Normal** | Standard processing timeline                 |
| **Low**    | Can be handled when time permits             |

Priority can be set manually or automatically via desk rules.

## Documents

Each submission contains documents from various sources:

* **Email Body** - The original email content
* **Attachments** - Files attached to emails (PDFs, spreadsheets, etc.)
* **Uploads** - Manually added files

Documents are processed for text extraction and used to populate data fields.
