Creating a submission

PolicyCenter has several places in the user interface where you can create a submission. However, you must have an account before you create a submission. Generally, if you have not selected an account and want to create a submission, PolicyCenter guides you to select an account first. If you already have an account, you then confirm the producer, product, quote type, and number of desired policies. You can create a submission in these ways:

• Actions > Create > New Submission menu when viewing the Desktop and Account tabs and Submission Manager screen
• Policy tab, select New Submission from the drop-down list
• Actions > Copy Submission when viewing a submission or policy
• Actions > Spin-off Policy from this One when viewing a policy
• Actions > Split Policy into Two when viewing a policy