---
title: "Build the Placement Brief | CARMA"
description: "Organize exposure, urgency, open questions, and attachments before market outreach."
canonical: "https://www.carma365.com/insights/build-the-placement-brief/"
---

Placement tool / CARMA field guide

# Build the placement brief before market outreach.

A concise account brief makes exposure, urgency, open questions, and attachments easier to evaluate.

Prepared by [CARMA Insurance](/about/)

Reading time 1 min read Content updated August 12, 2026 Carma Insurance LLC [Business entity NPN 21134854](/licensing-disclosures/) Related CARMA expertise [Bryan Mosser, EVP & Chief Revenue Officer](/experts/bryan-mosser/) [How we publish guidance](/editorial-standards/)

Account brief

## Use this guide to focus the account discussion

**Why it matters**

The placement brief gives the reviewing team one reliable account summary before it opens applications, schedules, loss records, and contracts.

**Question to resolve**

Lead with the operation, requested decision, state, effective date, and retail relationship.

**Record to prepare**

The named insured, operation, state, effective date, and requested decision

[Submit the placement brief](https://broker-forms-sandbox.pages.dev/application)
On this page 4 sections

## Why this matters to the submission

The placement brief gives the reviewing team one reliable account summary before it opens applications, schedules, loss records, and contracts.

## Questions to put on the record

- Lead with the operation, requested decision, state, effective date, and retail relationship.

- Tie values, revenue, payroll, vehicles, products, and losses to the correct entity and location.

- List unavailable records and ownership for each open question instead of hiding the gap.

## What belongs with the brief

- The named insured, operation, state, effective date, and requested decision

- Values and exposures tied to each entity and location

- Available applications, loss information, supporting records, and a list of open items

## What this guide can help with

This guide helps organize the account discussion. It does not confirm eligibility, available markets, coverage, pricing, licensing, or an outcome for a specific account.

Important insurance and legal information
CARMA's website provides general information only. It is not insurance, legal, tax, regulatory, underwriting, safety, risk-management, or claims advice. Nothing on this site is a quote, binder, policy, coverage determination, legal opinion, or promise of eligibility, availability, pricing, terms, limits, or placement.

Only an issued policy and its endorsements can provide coverage, and their actual terms, conditions, limitations, and exclusions control. Sending information, following a link, or speaking with CARMA does not bind coverage, change a policy, or create authority to act for an insurer unless an authorized party confirms that authority in writing.

Do not rely on this website to report a claim, request a policy change, satisfy a notice requirement, or meet a deadline. Use the instructions in the applicable policy or written communication. Laws, licensing, appetite, carrier participation, and external sources can change, so confirm time-sensitive matters with CARMA, the controlling source, and qualified advisers.

[Read the complete website disclaimer](/legal-disclaimer/).

[Back to top](#main-content)

Next step

## Have the core account facts organized?