Submission workflow
Basic workflow
The following is the typical workflow for a submissions, including the typical optional steps.
|
Step |
Required |
Agent Action? |
Initiated from |
|---|---|---|---|
|
Start a submission |
Yes |
Yes |
New Submission button on the home page For details, refer to Submission data. |
|
Upload from an ACORD application |
No |
Yes |
Option on the Submission Details window For details, refer to:
|
|
Prequalify the submission |
No |
Yes |
Prequalify button on the Submission Details window For details, refer to Prequalify a submission. |
|
Create and submit the application |
Yes |
Yes |
Create Application button on the Submission Details window For details, refer to Create and submit an application. |
|
Change agency and insurer information |
No |
No |
Agency and insurer (carrier) fields on the Submission Details window |
|
Assign a submission to an account |
Yes |
No |
Assign Account button on the Submission Details window or on the Actions menu, depending on the status. |
|
Clear a submission |
Yes |
No |
Risk Is Clear button on the Submission Details window |
Once a submission is cleared and assigned to an account, it is ready for quotes. For more information, refer to Quotes.
Additional functionality
The following additional actions are available for submissions.
Action |
For details, refer to... |
|---|---|
|
Close a submission |
|
|
Print a submission and its forms |