Sending Submissions

Overview

Sending submissions on your placement is as easy as creating a template, adding markets, and clicking send! In this article we’ll cover several ways for you to send submissions, based on your preferences.

Step by Step

1. Create your submission template 
   1. For more details, check out Submission Templates.
   2. If you have more than one template, use a unique name for quick identification. Note: this is for your internal use only, underwriters will not have visibility to template names.
2. Add markets
   1. Add underwriters while creating your templates, or come back later if you’re not ready to send yet.
   2. If adding multiple underwriters at a single carrier, add them at the same time to receive a group email. To send a separate thread, add underwriter contacts separately.
   3. If sending multiple submission templates to the same underwriter on a single placement, add the contact separately. After creating a market for the first template, go back to Add Market. You will see that the selected underwriter has already been added to 1 or more markets.

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3. To send the submission template to all markets at once, click “Send to Markets” 
   1. If you have multiple templates, select which one you'd like to send.
   2. All submissions will address the underwriter by their first name and include the insured, expiration date and carrier name in the subject line.

   3. You’ll see a pop up confirming the submissions sent successfully.

      

      You will be cc’d on the submission email including all attachments. Use this submission receipt to document in your AMS. Users with email connectivity will see the submission in their Outlook Sent folder rather than receiving a cc of the submission.

      
      

Next steps:

• Use conversations to communicate with underwriters
• Update your marketing timeline to track progress