Creating a New Submission

You can create new submissions manually or by uploading PDF files. In both cases, you start by clicking the Create Submission button from the Home tab. The New Submission window appears.

To create a new submission:

1. On the New Submission window, enter the name of the person or organization for which you are creating a submission in the Insured Name field.
2. To change the effective date, click the calendar next to the Effective Date field, and select another date from the calendar. (By default, the current date is the effective date.)
3. To change the expiration date, click the calendar next to the Expiration Date field, and select another date from the calendar. (By default, the expiration date is one year from the effective date, or it is equal to the configured policy period boundary if that value is less than one year from the effective date.)
4. If you need the quote by a certain date, click the calendar icon next to the Quote Needed By field, and select a date from the calendar.
5. Under Products & Coverages, select the types of insurance that the Insured requires.

9. To prequalify the submission, select Prequalify Submission, and then complete the required fields on the Prequalify Submission window that appears, and click Submit. (The Prequalify Submission option is active only after you have completed the other required fields on the New Submission window.) You can also prequalify draft submissions later in the process.
10. Click Create Submission. The Application tab for the submission appears. You must complete the required fields (marked with a red asterisk [*]) before you submit the submission for underwriting.

AMERISAFE

Phone: 800-897-9719

Fax: 800-450-1091

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