Printing Submissions

You can print draft submissions or submitted applications from the Overview tab of the submission. You can select specific parts of the submission to print (or print the entire submission). You can also print to a printer or to a file by selecting either Print or Download PDF.

To print a submission:

1. From the Home tab, double-click the name of the submission you want to print. The submission opens.
2. On the Overview tab, click Print Submission under I want to. The Print Submission window appears. The content of this window varies, based on the status of the submission. For example, a Quotes section with proposals only exists after the first proposal has been received, and the items that display under Quotes differ, based on the proposal status. Additional proposals appear in the list as they are received.

   

3. Select the sections of the submission you want to print (or select All) to print all of the listed items:

• Overview: Information from the submission's Overview tab.
• Application Forms: These forms print in a format that matches the Geaux format.
• Quotes: display only when at least one proposal exists in the Proposals tab. Quote and Binder forms display, based on the status of the existing proposals.
• Live Chat: prints only when data exists in the Live Chat window.
• Notes: prints only when notes exist in the Notes window.
• Reminders: prints reminders that exist for tasks.
• Tasks: prints only when tasks exist for the submission.

4. Click one of the following to print to hardcopy or to a file:
   • Print to print the items you selected. A status bar indicates that the selected items are printing.
   • Download PDF to create a PDF version of the selected items. Then navigate to the location where you want to save the PDF, specify a name for the file you are saving, and click Save.

Note: If there is no information to print (for example, if you selected Notes only from the Print Submission window, but the submission does not include any notes, the following message displays: "There is no data to print from the selected options." If you select multiple options and the submission includes some but not all of them, the print output includes the information that does exist. It does not specifically indicate that the other information does not exist.

5. Click Close to close the Print Submission window.

Supported ACORD Forms

Geaux supports printing and downloading the following types of ACORD forms:

For the Workers' Compensation product:

• ACORD 130 2007/11
• ACORD 130 FL (2002/07)

For the BOP product:

• ACORD 160 (2008/01) Business Owners Application
• ACORD 185 (2007/05) Restaurant/Tavern Supplemental
• ACORD 186 (2001/09) Contractors Supplemental
• ACORD 187 (3/98) Professional Liability Supplemental
• ACORD 45, ACORD 160, ACORD 185, ACORD 186, ACORD 187 & ACORD 139t)

For the Commercial Auto product:

• ACORD 125 (2007/10)
• ACORD 127 (2008/05)
• ACORD 137AL
• ACORD 137AR
• ACORD 45)

AMERISAFE

Phone: 800-897-9719

Fax: 800-450-1091

aiic-mktg@amerisafe.com