Update 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

If you edited or updated the carrier submission when you created the carrier response, this step is necessary only if the client or agency is requesting a change.

Follow the steps below to update a carrier submission.

4. Click on the appropriate Carrier Submission. Filter the carrier list if desired.

   Use the search bar to display carrier submissions 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 carrier submissions.

   Selecting multiple criteria performs an "and" search (for example, carrier submissions with specific Last Submitted date range).

   

   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) 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.
5. You can change the columns that display in the list if you wish.
   1. Click the Select Columns link label on the right side of the header bar.
   2. The Select Columns window displays. Select the checkbox next to each column that should be in the list. Deselect the checkbox next to each column that should be removed from the list.
   3. Columns will appear in the order in which they are listed. To move a column up or down in the list, click the appropriate column and then click the up arrow or down arrow to change the order.
   4. Click OK or press [Enter] to save your changes.

6. Do one of the following:
   

   • Click Actions > Update Carrier Submission on the options bar.
   • Click Actions > Update Carrier Submission on the menubar.
7. Enter a Description for the carrier submission change.
8. Close any open activities for the selected line of business.
   1. Click on the appropriate activity in the list.
   2. In the Open/Close section, click the Closed radio button.
   3. Choose Successful or Unsuccessful in the Closed dropdown menu.
      
      If you close the activity unsuccessfully, select a Reason from the dropdown menu.
   4. Optionally enter an Actual time (in Hours and Minutes) that was spent on this activity.
   5. Optionally enter the Actual cost of this activity.
   6. Change the Access level for the activity note if applicable. Only members of the selected group will be able to view the note.
   7. Optionally enter a Note in the text box provided.
   8. Repeat these steps for each activity in the list until all have been closed.
9. You can click Finish or press [Enter] to end the workflow at this point.
   
   Click Detail to add more information to the marketed policy.
   
   Click Cancel or press [Esc] to exit the workflow without saving the information.