New

Once you have performed a basic search on the Submission Log tab, as described in Admin Clearance, you may find that you need to enter a new submission. In the steps below, we show you how to enter a new submission in Admin Submission Entry.

1. In Admin Submission Entry, click New.

2. Perform a clearance search as explained in Insured Clearance Search.
   1. If the insured does not already exist in your AIM system, click New Insured and add the insured as described in New Insured.
   2. Once the insured is located or added, click New Submit to create a new submission.

3. On the Submissions tab, enter the following information:
   1. Insured – name of the insured (automatically populated). Click to change the insured's name and address.
   2. Attn/POC – to the attention of or point of contact
   3. Retail Agent – select the retail agent or click to search for a retail agent/broker(see Understanding Searches in AIM)
   4. Team – team within your agency to which the submission is assigned
   5. Prod/Acct Exc – product or account executive assigned to the submission
   6. Mkt Rep – market rep
   7. TA/CSR – technical assistant or customer service representative

4. On the Submission Information tab, enter the following information about the expiring policy, if applicable:
   1. Carrier – carrier of the expiring policy
   2. Eff – effective date
   3. Exp – expiration date
   4. Prem – premium amount
   5. Limits – policy limits
   6. Deduct/SIR – deductible/self-insured retention
   7. Prev Cancelled – previously cancelled
   8. Prev Non-Renew – previously marked as non-renewable
5. In the Submission Information pane, enter information about the new submission.
   1. Coverage – coverage being quoted
   2. Industry Code – standard industry classification, if applicable.
      Click to search for a specific code.
   3. Claims Form – type of claim form to be used, if applicable
   4. Proposed Eff. – proposed date that the policy would become effective (Click to use the Calendar.)
   5. Term – length of policy
   6. Exp. – expiration date of the policy (Click to use the Calendar.)
   7. Split Account – used only for reporting purposes

6. Click the Risk Detail tab and enter any applicable information about the risk in the spaces provided.
   1. State of Incorporation – state in which the risk is incorporated
   2. Operations – type of operation; list of operations is a lookup code maintained in Data Maintenance Utility
   3. Assets – insured's financial assets
   4. Type – type of entity
      1. Public – publicly traded
      2. Private – privately owned
   5. Net Income – insured's annual net income
   6. Employees – number of employees employed by the insured entity
   7. Market Cap – insured's market capital
7. In the 52 Week Stock Price pane, if the entity is publicly traded, enter information about the track of stock prices for the past 52 weeks.
   1. High – 52 week high
   2. Low – 52 week low
   3. Current – current stock price at the time of submission
8. Click Save to save your changes, or click Save/Copy to save your changes and copy submission details into a new submission.
   Alternatively, you can click Cancel to abandon your changes and close Admin Submission Entry.

See Also