Standard submission sections

Each section of the submission is accessible from the navigation sidebar when the submission is open. The sections that appear in the submission vary, based on the submission status and the user's role and actions. For example, the Proposals section appears only after a user has created a proposal for the submission. The table below identifies the points in the workflow when Underwriting Management adds sections to a submission.

Note: The Account Worksheet, Reports, and Worksheets sections never display in UM Agent.

Section	Contains
Account management sections
Account Overview	Basic information about the insured (that is not specific to any single product line or submission), including the following: Account-holder's address and contact information Additional Named Insureds Legal entity type, FEIN, and NAICS classifications This section appears after the submission is assigned to an account or the account is validated. In UM Agent, this section appears only if it is enabled to appear by a system preference.
Account History	A list of all submissions and policies assigned to the account. This section appears after the submission is assigned to an account or the account is validated. In UM Agent, this section appears only if it is enabled to appear by a system preference.
Submission management sections
Submission	Basic information about the submission, including effective and expiration dates, and agency and insurer organization and assigned user information.
Application	Information about the risk (for example, property, vehicles, and so on).
Proposals (and Quotes)	List of proposals and quotes, including the status of each one. Quotes exist within a proposal. The Proposals section is visible only after a user creates a proposal. A section for each quote is visible when a user creates the proposal or adds quotes to it. For more information, refer to Quotes and Proposals.
Policies	Information related to policy issuance, rating, policy forms, binding, and endorsements. The Policies section is visible only after a user has sent a binder. For more information, refer to Policies.

Note: If Underwriting Management is configured to allow user-entered, submission-specific text for custom icons, you can specify the custom text to use on the relevant Submission, Application, or Worksheet form that contains the fields for the icons you want to provide with submission-specific text. You must enter the text separately for each submission where you want it to display:

Enter true in that text field to display the default content that is defined for the custom icon.
Enter any other text in that field (such as My Custom Icon) to display your specific text when you move the cursor over the custom icon.
Leave the text field blank to prevent the custom icon from displaying.