Create a Carrier Submission

When you market a policy, you will usually complete the following workflows in this order:

1. Add a Master Marketing Submission
2. Create a Carrier Submission
3. Submit to Carrier
4. Create a Carrier Response
5. Update Stage to Entered
6. Update Carrier Submission OR Move Marketed Lines to Current Policies

In the Create a Carrier Submission workflow, you choose the carriers to whom you wish to market a policy. Follow these steps to create a carrier submission.

4. Do one of the following:

   • Click Actions > Create Carrier Submission on the options bar.
   • Click Actions > Create Carrier Submission on the menubar.
   • Right click the submission and select Create Carrier Submission.
5. On the Create Carrier Submission window, click the ICO (Issuing Company) or PPE (Premium Payable) radio button. Select an Issuing Company or a Premium payable type and entity in the dropdown menus.
6. The Carrier Submission description defaults but can be amended.
7. Optionally enter a Requested total premium and Requested total commission.
   
   The window contains two tabs:
   • Lines
     1. The lines associated with the selected policy display in the list and are selected by default. To remove a line from the carrier submission, deselect the checkbox next to it.
     2. If you have a requested premium or commission amount for a specific line, optionally click on the appropriate line in the list and enter the requested line Premium amount, Commission type, and commission Percent or Amount.
        
        Note: Click the Calculate link label if you wish to calculate the commission based on the requested premium and commission percentage.
   • Attachments

     An attachment that is intended to be submitted to the carrier must be one of the following file types: .PDF, .DOC, .DOCX, .DOCM, .XLS, .XLSX, .XLSM, .CSV, .TXT, .TIF, .TIFF, .GIF, .GIFF, .JPG. .JPEG, .JPE, .BMP, or .MSG.

     1. Do one of the following:
     • Drag and drop the file to the Attachments tab or click the to the left of the Attachments list.
     • With focus on the list, press [Insert] on your keyboard.

     2. Choose the appropriate radio button and click Finish.

     • Email

       Note: Your agency's email program must be integrated with Applied Epic in order to attach emails to items in Applied Epic.

       1. In Pop-up window that displays, click on the email that you would like to attach to the submission for this carrier.
       2. If the email contains an attachment, the Save attached files checkbox is selected by default. If you do not wish to add the email's attachment(s) to this submission, deselect the checkbox.
       3. Click Continue.
       4. In the attach to window, select the Delete original after attaching checkbox if you want the email to be erased from your mail program.
       5. Click the correct item in the list and click Finish.
       6. The email subject defaults in the Description field. Change this if desired.
       7. Click Finish or press [Enter] to add the attachment.

       Click Cancel or press [Esc] to exit the workflow without adding the attachment. You are prompted: "Do you wish to discard changes?" Click Yes.

     • Existing client document

       Note: Limit the attachments that display in this list if necessary .

       Use the search bar to display attachments that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of attachments.

       

       1. Click the Edit Filter button .
       2. The Edit Filter pop-up window displays. Click the Add button  to add filters.
       3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
          
          Click the Delete button to remove a filter from the list.
       4. Click Finish when you have applied all of your desired filters.
          
          Hover over the Search where text to see the filter that is currently applied to the list.

       To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

       

       1. Make a selection in the first dropdown menu.
       2. The choices available in the second dropdown menu vary, depending on your selection in the first dropdown menu:
       • Equals: Enter the search criterion (e.g., the full description) in the field to the right, or select a date from the dropdown calendar (if applicable).
       • Contains: Enter at least one character of the search criterion (e.g., part of the description or folder name) in the field to the right.
       • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars.

       3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
          
          To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

       1. Select the checkbox for each attachment to be added to the carrier submission.
       2. Click Finish or press [Enter]

     • Existing file

       1. Enter the path to the file you would like to attach, or click Browse to browse to the correct document.
       2. If Applied Epic is installed locally on your computer, you can remove the files from their original locations by selecting the Delete original after attaching checkbox for each attachment. If you access Epic through a web browser, you must delete the files manually after completing the workflow if you no longer need the originals.
       3. The selected attachment's filename defaults into the Description field but can be changed if necessary.
       4. Click Finish or press [Enter] to add the attachment.
          
          Click Cancel or press [Esc] to exit the workflow without adding the attachment. You are prompted: "Do you wish to discard changes?" Click Yes

     To remove an attachment from the carrier submission, click on the attachment in the list and do one of the following:

     • Click the Delete button .

     • Press [Delete] on your keyboard.

     You are prompted: "Do you wish to delete this record?" Click Yes.

8. If you entered requested line premiums and commissions, you can click the Calculate link label beside the Requested total premium and Requested total commission fields to show the total amounts.
9. Click Finish to complete the workflow.
   
   Click Add to add another carrier. Repeat steps 5-8.
   
   Click Cancel to close the window without saving your changes.