Modifying a Bound Submission

You can modify submissions after coverage has been bound. Any modifications to a bound submission are tracked in a Bound Submission Modifications window. When the Underwriter accepts the modifications, the submission is updated accordingly.

To modify a bound submission:

1. Open the submission you want to modify.
2. On the Overview tab, click Modify Bound Submission under I want to. The Bound Submission Modifications window appears, and a Modifying Bound Submission heading appears on the Application tab for the submission.
3. Click the Bound Submissions Modifications tab to open the window and view the modifications to the submission.
4. Modify the submission. You can modify data on the Application tabs, as well as the Effective Date, Expiration Date, Needed-By date, Agency/Brokerage, Producer, and Agency/Brokerage Contact on the Overview tab. Your changes appear in the Modifying Bound Submission window.

   

5. Click Submit. The heading on the Application tab becomes Modifications Pending. You cannot submit more modifications until the Underwriter acknowledges the changes you've already submitted.
6. When the Underwriter clicks Acknowledge on the Bound Modifications window, you can modify the submission further, if necessary.

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