Copying submission information

In PolicyCenter, you can copy submission information from an existing submission to create a new submission. Why? After losing the business to a competitor, a producer may copy submissions that were not taken and try to capture that business again. Another reason to copy submissions is if you need to reenter information for a new submission. Copying saves you data entry time and lessens the chance of errors. You can copy a submission with any status. If you copy a quoted submission, then PolicyCenter invalidates the quote (you must quote again) and the submission is in Draft status. If you copy a submission which is bound, then the newly copied submission is also in Draft status. However, you can copy only one version of a multi-version submission. This version is the version on view in the user interface when you select Copy.

If you select Copy from the Actions menu, the Submission Wizard creates a new submission which is based on the original, but with a new submission number. This new submission contains the same policy information, producer, underwriter company, and effective and expiration dates as the original. You can change any of that information. However, PolicyCenter does not copy the pre-qualification status, underwriter approval, and all financial information, so you must enter that information and obtain a quote prior to binding.