Assign submissions, renewals, and other policy transactions

About this task

The Submissions, Renewals, and Other Policy Transactions reporting categories screens display the policy transactions for the current selection in My Groups in the left sidebar. For the selected policy transactions, you can choose a user for an assignment role such as auditor, producer, or underwriter. The selected user replaces the user who previously held that assignment role. If a user is a member of more than one group, you must also assign the group.

Note: This functionality is also available in the Search Results on the Search Policies screen. For more information, see Advanced search for policies and Working with the Advanced Search tab.

To assign a user to one or more policy transactions:

Procedure

  1. Select the Team tab.
  2. Make a selection in the left sidebar. To view policy transactions for all of your groups, select My Groups at the top.
  3. Select the Submissions, Renewals, or Other Policy Transactions reporting category.
    PolicyCenter displays the policy transactions for the current selection in the left sidebar. A drop-down list lets you filter the policy transactions as follows:
    • Submissions – Open, New, and Bound policy transactions.
    • Renewals – Open, New, Renewed, Non-Renewed, and Not Taken policy transactions.
    • Other Policy Transactions – Open, New, and Approved policy transactions.

    A check box appears to the left of each activity.

  4. Select one or more policy transactions and select a role from the Assign drop-down list.
    Note: The Creator role is not in the drop-down list because you cannot reassign this role.
    PolicyCenter displays the Assign policy transactions screen. For each policy transaction, this screen displays the type, policy transaction or policy number, and role.
  5. Enter a User Name, First Name, or Last Name and click Search.
    PolicyCenter displays matching users. For each user, PolicyCenter displays the Group and Parent Group. A user appears multiple times if the user belongs to more than one group. For example, you search for users with last name Applegate. The search returns two rows for Alice Applegate because Alice is a member of the Eastern Region Underwriting and Los Angeles Branch UW groups.
  6. In the search results, click Assign to assign a user for the chosen role. If a user is a member of more than one group, select the user’s row that displays the group of your choice.