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Submission Group
A Submission Group is a set of applications sent to one or more companies. Use Submission Group 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 a submission, 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.
From the Customer Center menu with a customer open, click Actions > New Submission.
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From the My Renewals tab of the User Center, expand the My Expiring Policies section by clicking the header. Each row in an expiring policy assigned to you.
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Next, find the policy for which you want to create a submission, and click the 
(Marketing) icon in the Actions column for that policy. The Submission Group form opens; the system automatically includes your expiring policy on the form.
For more information about the Renewal Management workflow, see the topic Workflow: Use Renewal Management Features.
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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.
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Create a new submission using one of the following methods:
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Click New Submission. The Create New Submission data entry form appears.
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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.
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Complete the form by choosing the desired options.
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Click OK. The Submission data entry form appears. Enter the detail as needed.
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To print applications for the submission, see eForms Manager.
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Open the Customer. From the Submission tab, locate the submission that you want to change into a policy and click the link. The Submission Group data entry form appears.
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Locate the row that contains the submission you want to change into a policy and click the Create Policylink. The Create New Policy data entry form appears with the submission information pre-filled for you.
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Enter the Policy number and verify the other information and selections. Click OK. The Policy data entry form appears. Change or enter detail as needed.
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When you have finished entering policy information click Save or Save & Close.
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Field/ Link
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What is this?
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Submission Group
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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.
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Submission Group Date
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The system date defaults, but can be changed.
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New Submission
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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.
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Copy Submission
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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.
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Submission #
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Click the desired Submission # link in the grid to open the Submission data entry form.
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Create Policy
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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.
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Export
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Click the Export link to open the Single Tran Export data entry form, where you can send the submission to the company.
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What's Next?
Do you want to view an existing Submission? See the Submission view tab of Viewing a Customer for more information.
