Start policy submission for visualized product

A submission for a visualized product lets you navigate through the screens of a policy submission. You can add coverages, specify policy details, quote, bind, and issue a policy.

Procedure

  1. In PolicyCenter, navigate to an account.
    You can use a pre-existing account. For example, if you have loaded the small sample data set, you can use the Ray Newton account. Otherwise, you can create a new account.
  2. From the Actions menu, select New Submission.
  3. On the New Submissions screen, select the APD Managed tab, and click Select for one of the visualized products.
  4. You can navigate through the product screens, fill in policy information, add coverages, and then issue the policy.