Submission Group

A Submission Group is a set of applications sent to one or more companies. Use Submission Groups to market both personal and commercial, new or renewal business. The submission process assists you in determining a company's willingness to provide coverage, and the cost associated in providing the requested insurance.

Submission Groups are identified by a reference number that you can assign. You can track the submission and enter company responses as coverage is quoted or declined. However, you cannot perform any billing or accounting for submissions, and applications are the only forms available for submissions.

You can convert a submission to a new or a renewed policy after you've placed the coverage with an insurance company.

  1. Open the Customer Center.
  2. Search for and open a customer record.
  3. On the sidebar menu, click Actions > New: Submission.
  1. Open the Home Page.
  2. From the sidebar menu, click Views > My Renewals List.
  3. Select a renewal list in the top section to display the policies in that list in the lower section of the page.
  4. Find the policy for which you want to create a submission.
  5. In the Actions column, click Submission Group. The Submission Group form opens; your expiring policy is automatically included on the form.

For more information about the Renewal Management workflow, see the topic Workflow: Use Renewal Management Features.

  1. Open the Home Page.
  2. From the sidebar menu, click Views > My Expiring Policies.
  3. Locate the policy in the list. In the Actions column, click Submission Group. The Submission Group form opens; your expiring policy is automatically included on the form.

The following menus are available in a data entry form. Click each menu item to see detailed information. Note that the available menus vary depending on the form.

  1. To create a new submission, open the customer, and select New Submission from the Actions menu. The Submission Group data entry form appears. A group number and date default, but can be changed.
  2. Create a new submission using one of the following methods:
    • Click New Submission. The Create New Submission data entry form appears.
    • Create a new submission by copying all designated information from another submission or policy, click Copy Submission. The Copy Policy/Submission data entry form appears.
  3. Complete the form by choosing the desired options.
  4. Click OK. The Submission data entry form appears. Enter the detail as needed.
  5. To print applications for the submission, see eForms Manager.

To turn a submission into a Policy see Workflow: Creating a New Policy from a Submission.

Field/ Link What is this?

Submission Group

This number defaults as the first five letters of the customer's last or firm name plus the system date (MM/DD/YY). You can change this information, if desired.

Submission Group Date

The system date defaults, but can be changed.

New Submission

Click this link to open the New Submission data entry form where you can enter basic information about the submission. For more information, see the Create New Policy/Submission topic.

Copy Submission

Use this link to copy an existing submission or policy. Once the copy is complete, you can make changes specific to this submission. For more information, see Copy Policy/Submission.

Submission #

Click the desired Submission # link in the grid to open the Submission data entry form.

Create Policy

Click the Create Policy link to open the Create New Policy/Submission data entry form with details from the selected submission. Enter the policy number to create a policy based on this submission.

Export

Click the Export link to open the  Single Tran Export data entry form, where you can send the submission to the company.

What's Next?

Do you want to view an existing Submission? See the Submission view in the Customer Center for more information.

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