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Workflow: Creating a Submission for an Expiring Policy

To remarket a policy at renewal, use the Submission process to create applications to submit to multiple companies and track company responses. Use the following procedure to complete the process:

Using Renewal Management

1. Find the Expiring Policy:

2. At the User Center select the My Renewals tab.

3. Locate the expiring policy and click M.

2. Open the Submission:

3. From the Submission Group window, click the submission number.

Continue with Step 3 below.

Copying the Existing Renewal

1. Find the Customer for whom you are creating the submission and create the submission group:

2. From the Customer Center, search for, select and open the customer.

3. From the menu click Action > New Submission.

2. Copy the submission:

3. Click Copy Submission.

4. Find the policy and policy dates.

5. Enter information for the new submission, choose copy options, and click OK.

Continue with Step 3 below.

3. Update submission detail:

4. On the Policy (New Submission) data entry form, update the policy details for the submission. Click Save & Close.

4. Submit to other companies:

5. Click Copy Submission on the Submission Group window.

6. Choose the Submission to copy, change the company, and click OK.

7. Update the details on the Policy (New Submission) data entry form. Click Save & Close.

5. Create forms:

6. Open eForms Manager from the menu or toolbar.

7. Select the forms to create.

8. Print or email the forms.

6. Enter feedback and quoted premium:

7. Enter an Activity for each contact.

8. Update the policy information and/or quoted premium on the Policy/Submission data entry form.

7. View the status of the submission

8. 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.

8. Turn the submission into a policy

9. See Workflow Chart: Renew/Rewrite a Policy from a Submission.