Move Marketed Lines to Current Policies

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 Move Marketed Lines to Current Policies workflow, you move the marketed lines to the customer's current policy list. Follow these steps to move marketed lines to current policies.

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 > Move Marketed Lines to Current Policies on the options bar.
   • Click Actions > Move Marketed Lines to Current Policies on the menubar.
   • Right click the marketing submission and select Move Marketed Lines to Current Policies.

The Move Marketed Lines to Current Policies window contains four tabs:

1. • Policies

     1. Select the appropriate radio button:

        • Add new policy
          1. Choose the correct Policy from the dropdown list.
          2. The Description defaults in but can be changed if necessary.
          3. Enter the Effective and Expiration dates if they do not default into the fields.
          4. Enter the new Policy # if known.
          5. Optionally select a Source if it did not default.
          6. Select the Submitted, Issued, or In-Process radio button.
             
             Note: If you select Issued, enter the Policy #.
          7. The Agency, Branch, and Department default into the fields.
          8. Optionally enter the Estimated premium and the Estimated commission.
        • Renew existing policy
          1. Choose the correct Policy from the dropdown list.
             
             Note: Select the Include history checkbox if you wish to renew a policy in History.
          2. The Description defaults in but can be changed if necessary.
          3. The Effective and Expiration dates default in but can be changed if necessary.
          4. The Policy # defaults into the field.
          5. Select the Submitted, Issued, or In-Process radio button.
          6. The Agency, Branch, and Department default into the fields.
          7. Optionally enter the Estimated premium and the Estimated commission.
             
             Note: If a Multi-Carrier Schedule or Multi-Commissions exist on the policy and all Producers/Brokers on the policy are valid, a message displays reminding you to update the Multi-Carrier Schedule or Multi-Commissions manually. If any Producers/Brokers are invalid (e.g., not allowed on renewal), the message also lists the invalid Producers/Brokers and the reasons they are invalid.
        • Update existing policy
          1. Choose the correct Policy from the dropdown list.
             
             Note: Select the Include history checkbox if you wish to renew a policy in History.
          2. The Description defaults in but can be changed if necessary.
          3. Select the Submitted, Issued, or In-Process radio button.
          4. Optionally enter the Estimated premium and the Estimated commission.

   • Lines

     1. Click on a line of business in the list.

     2. For the selected line, click the appropriate radio button. Click Apply to All Lines link label to apply the radio button selection to all lines of business shown.

        • Add to this policy

          If any of the selected lines contains a multi-term commission schedule, you are prompted to update the commission schedule manually after the lines are moved. Click OK. Multi-term commission schedules do not display on the line’s Pr/Br Commissions tab during this workflow. If a line has a multi-term commission schedule, the Pr/Br Commissions list on this tab is blank and disabled.

          To update the commission schedule once the line is moved to the client’s current Policies list, access the Pr/Br Commissions tab in the line’s Servicing/Billing section. For detailed instructions on updating the commission schedule, see Edit/View Policy Detail.

          1. The Service Summary selection defaults into the field.
          2. The Status defaults in but can be changed.
          3. The Profit Center defaults in.
          4. The Issuing Company defaults in but can be amended.
          5. Select the correct Issuing company or Premium payable type and Premium payable entity if necessary.
          6. The Payable contract defaults but can be changed if necessary.
          7. If you wish to apply these settings to all lines of business that are associated with the policy, click the Apply to All Lines link label in this section.
          8. The Estimated Premium defaults in but can be updated.
          9. In the Line Commission section, select the Use commission agreement checkbox if you would like to use a commission agreement for this line. Choose an Agreement from the dropdown menu.
          • Select the Override commission agreement percentage/amount checkbox to change the Type, Percentage, or Amount of commission.

          If you do not select the checkbox, select a commission Type and enter a commission Percent or Amount if known.

          The remaining commission information defaults, but you can change it if necessary.

          10. If you wish to apply the settings in the Line Commission section to all lines of business, click the Apply to All Lines link label in this section.
          11. The Estimated Premium and Commission default from the Policies tab but can be updated.
              
              Click the Calculate link label to compute the line-level commission amount.
              
              The calculation is available for all commission agreement types, including premium-based, date-based, and risk-based agreements. You can only calculate commission for a risk-based agreement on the policy’s Servicing/Billing > Line tab after adding the policy. To understand how the system calculates the estimated commission and to view examples, click the How is this calculated? link label.
        • Add to different policy
        • Do not add to any policy
     3. Repeat these steps for each line of business.

   • Attachments

     Attachments for the selected carrier submission display on this tab. To select an attachment, click its checkbox.

   • Activities

     Open activities display on this tab. Follow these steps to close an activity associated with the marketing submission.

     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 list.
     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.

7. Click Move if you are moving a line of business to more than one policy.
8. Click Finish to complete the workflow.
9. If you selected the Issued radio button on the Policy tab for an existing or renewal policy, you are prompted to update the client to an insured if the client is currently a prospect.

10. If you are renewing lines of business and there are lines of business on the policy that were not included in the marketing submission, a pop-up window displays.

    1. In the Lines to Renew section, optionally enter the Policy estimated premium and Policy estimated commission, or click Calculate to add the amounts from the individual lines of business.
    2. The marketed lines that are being renewed display in the first list. The second list shows lines of business that were not included in the submission. Select the checkbox next to any line of business that should be included with the policy and click Finish.

11. If lines of business from separate policies were marketed together, the Update Location/Building Numbers pop-up window displays a list of locations and buildings that are associated with the client. You must assign a new location number and building number to each policy.
    

    • To use the existing location and building numbers, click the Default Loc/Bldg # link label.
    • Click to highlight the appropriate policy in the list. Enter the new numbers in the New Loc# and/or New bldg # fields and click Update. Repeat this for each item in the list.
    • To assign a location and building number to more than one item in the list, highlight the selected locations, enter the New Loc# and/or New bldg #, and click Update.
12. Click Finish or press [Enter] on your keyboard.
13. The Update Submission Status pop-up window displays. Select the appropriate Current carrier submission status. Select the Move marketing submission and all attached carrier submissions to history checkbox if applicable and click Finish.