Submission manager
The Submission Manager screen contains summary information such as line of business, quote type, effective date, status of the transaction, and the premium. You can access this screen from the sidebar of an account. You can use this screen to do actions, such as withdrawing a submission. Use the Submission Manager to view multiple submissions on an account and view the aggregate premium of all policies on the account.
The Submission Manager has the following filters: All Submissions, Open Submissions, and Complete Submissions. All Submissions is the default. If you select Open Submissions, then the screen displays only submissions that have at least one version in an open status. If you select Complete Submissions, then the screen displays only submissions with no open versions. Therefore, a submission that has an open version appears under Open Submissions but not under Complete Submissions.
From the drop-down list, you can withdraw, decline, or not take the submission. This drop-down list applies to both Quick Quote and Full Application and appears if the submission has not been bound. See Closing a submission for additional information on these actions.