Submissions

Underwriting Management is a highly productive environment for managing all phases of the submission process.

account	An insured entity or client for which the insurer may have received one or more submissions spanning multiple years.
application	Captures the insured's submission data and coverage information for the line of business.
submission	A submission is an application for a policy. It is created and processed in Underwriting Management. A submission status changes as the underwriter or agent/broker performs processing steps. The submission is completed when the policy is issued.

Submission workflow

For a basic workflow and other features and functions, refer to Submission workflow.

Submission statuses

The status of a submission changes as the workflow progresses. For more information, refer to Submission statuses.

Submission information in the navigation sidebar

The navigation sidebar contains sections that provide more information about a submission. For more information, refer to Standard submission sections.