Modifying a Submitted Application

After you submit an application, the content is temporarily locked. You can make changes to the application, but the changes that you make are tracked and must be reviewed by the Underwriter.

To modify a submitted application:

1. When the submission is open, click the Application tab. The application appears in a read-only format.
2. Click Modify Submission. A Submission Modifications window appears at the bottom of the submission. This window also appears on the Underwriting Workstation, and the Underwriter can monitor the changes as you make them and can submit them for you. All of the changes you make (adding, deleting, or changing content) are saved in that window.

   Note: You can also modify the Effective Date, Expiration Date, Needed-By date, Agency/Brokerage, Producer, and Agency/Brokerage Contact on the Overview tab.

3. Edit the application fields. The changes display in the Submission Modifications window.

   

4. When you have finished making changes, click Submit. (If you want to discard your changes, click Discard.) A confirmation window appears.
5. Select any users to whom you want to send e-mail notification of the changes, and click Yes. The Submission Modifications window disappears, and the Application tab indicates that modifications are pending. The What's New list indicates that changes have been submitted (or reverted, if you clicked Discard). On the Underwriting Workstation, an Acknowledge button appears on the Submission Modifications window (unless Geaux is configured to automatically acknowledge submission modifications). Until the Underwriter (or Geaux) acknowledges your changes, the application has a status of Modifications Pending, and you cannot make other changes. When your changes have been acknowledged, a What's New message indicates that the changes have been acknowledged, and the Modify Submission button reappears on the Application tab.

AMERISAFE

Phone: 800-897-9719

Fax: 800-450-1091

aiic-mktg@amerisafe.com