Workflow: Create New Submission

The Submission process in AMS360 allows you to create applications to submit to multiple companies and track company responses. Use the following procedure to complete the process:

Workflow Chart

Workflow Chart: Creating
a New Submission

Using a Policy Template or Existing Submission

A template can be an existing submission for another customer, or a policy or submission template you've set up with standard coverages and limits for a line of business.

  1. Find the Customer for whom you are creating the submission:
    • From the Customer Center, search for, select and open the customer.
  2. Create the new submission group:
    • From the sidebar select Actions > New > Submission, or
    • From the sidebar, select Views > Submissions and click New Submission on the toolbar.
  3. Copy the submission by clicking Copy Submission.
  4. Choose the submission/policy to copy.
    • Find the customer, policy, and policy dates to copy from.
    • Enter information for the new submission, choose copy options, and click OK.

Continue with Step 5 below.

New Submission from Manually Entered Application Detail

  1. Find the Customer for whom you are creating the submission.
    • From the Customer Center, search for, select, and open the customer.
  2. Create the new submission group.
    • From the sidebar select Actions > New > Submission.
  3. Create the submission.
    • Click New Submission.
  4. Enter basic details of the submission.
    • Enter submission number, company, etc, and click OK.

Continue with Step 6 below.

  1. Update submission detail.
    • On the Submission data entry form, update the details for the submission. Click Save & Close.
  2. Submit to other companies.
    • Click Copy Submission on the Submission Group window.
    • Choose the Submission to copy, change the company, and click OK.
    • Update the details on the Submission data entry form. Click Save & Close.
  3. Create forms.
    • Open eForms Manager from the toolbox menu or toolbar.
    • Select the forms to create.
    • Print or email the forms.
  4. Enter feedback and quoted premium.
    • Enter an activity for each submission.
    • Update the submission information and/or quoted premium on the Submission data entry form.
  5. View the status of the submission.
    • Print or Preview the Submission Tracking Report.

Repeat steps 8 and 9 as needed until you are ready to turn the submission into a policy.

  1. Turn the submission into a policy.
    1. See Workflow Chart: Creating a New Policy from a Submission.