Quotes & Policies grid in Submissions widget
When a submission in the Submissions widget on the Underwriting Management Home page is expanded to show the submission details, each submission row includes a Quotes & Policies grid as long as at least one quote exists for the submission. This grid provides a dashboard view of quotes and policies from which Underwriters can directly drill into those transactions, either within the owning Underwriting Management submission or within the Policy Administration System (PAS), depending on your configuration.
The columns that display in this grid are configurable. If the Status column is configured to display (as it is by default), the quote or policy status displays in that column, with one of the statuses defined in the following tables.
Quote Status | Description |
---|---|
Draft |
Quote has not yet been sent. |
Quoted |
Quote has been sent, but binding has not yet begun or been requested. |
Bind Requested |
Binding has begun or has been requested, but the quote is not yet bound, or a user has declined binding. |
Bound |
Quote has been bound, but issuance has not yet begun. |
Withdrawn |
Quote was withdrawn. |
Declined |
Quote was declined. |
Replaced |
Quote was replaced with another quote. |
Policy Status | Description |
---|---|
Bound |
The policy has been bound. |
Pending Issuance |
A user has either begun issuance of the policy or submitted the policy for issuance. |
Issued |
The policy has been issued. |