Marketing Submission Statuses Configuration

Items added with this function display in the Submission Status dropdown list when creating a carrier submission for a marketed policy.

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

Click the down arrow to the right of the Home options bar button and select Configure.
Click Home > Configure on the menubar. The Configure screen displays.

Click Policy on the navigation panel or Areas > Policy on the menubar.

Click Marketing Submission Status on the navigation panel.

A list of marketing submission statuses that are in your system displays.

You can do the following from here:

Add a Marketing Submission Status
1. Do one of the following:
  - Click the Add button to the left of the list.
  - Press [Insert] on your keyboard.
2. Enter the new response in the Description in the field on the right.
3. If this is to be the default status, select the Default checkbox.
4. Click Finish or press [Enter] to complete the record.
  
  Click Add to add this record and create another one.
  
  Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.
Edit a Marketing Submission Status
1. Click to highlight the response that you wish to revise in the list, and then do one of the following:
  - Click the Edit button to the left of the list.
  - Click File > Open on the menubar.
  - Double click the submission status.
2. Revise the response in the Description field on the right.
3. If this is to be the default status, select the Default checkbox.
4. Click Finish or press [Enter] to complete the record.
  
  Click Add to add this record and create another one.
  
  Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.
Delete a Marketing Submission Status
1. Click to highlight the response that you wish to delete in the list.
2. Do one of the following:
  - Click the Delete button to the left of the list.
  - Click File > Delete on the menubar.
  - Press [Delete] on your keyboard.
3. You are prompted: "Do you wish to delete this record?" Click Yes.
Print the List of Submission Statuses
1. To print the list of the descriptions, do one of the following:
  - Click the Print button to the left of the list.
  - Click Print > Listview on the options bar.
  - Click File > Print > Listview on the menubar.
2. Print this list as you would any other document.

Click Finish when your changes are complete.

Click Cancel to exit the workflow without saving your changes. You are prompted: "Do you wish to discard changes?" Click Yes.