Creating a New Submission

Introduction

The key element in Connected Underwriting is the Submission. A Submission provides a user with a comprehensive view of the required information gathered by an insurance organization when determining inherent risk when insuring a potential customer.

This page provides instructions for creating a new submission. Instructions for managing existing Submissions are available on the Managing Submissions page.

Creating a new submission

This guide provides instructions for creating a new Submission as it applies to the out-the-box configuration of Connected Underwriting. These steps will not be accurate if you have modified your application to deviate from standard configuration.

Connected Underwriting supports two ways to create new Submissions:

1. Manually
2. Via email

Manually creating a new submission

The following steps walk you through the process of manually entering Submission information pertinent to the underwriting process. The information entered on a Submission item will also inform connected items, like customers, brokers, and broker offices.

A new submission can be created from two locations:

• My Workbench: Click the NEW SUBMISSION button.
• Submissions Dashboard: Click SUBMISSIONS on the navigation bar, then click the NEW SUBMISSION button

To create a new submission:

1. From My Workbench or the Submissions dashboard, click NEW SUBMISSION. This will present the Create Submission form.
2. Complete the General Information section:
   • Assignee: The user who will be responsible for completing the Submission.
   • Submission Type: The type of Submission is either for a New Business or an existing business Renewal.
   • Line of Business: The type of insurance coverage being applied for.
3. Complete the Customer Information section:
   • Select whether a customer is new or existing. Existing customers will be available to select from the dropdown list.
4. Complete the Broker Information section.
   • Select whether a broker and broker office are new or existing. Existing brokers and broker offices will be available to select from the dropdown list.
5. Upload any required documentation by clicking Add Document, then selecting the appropriate file and selecting the file type from the Document Type dropdown list.
6. Click CREATE.
7. The assignee and broker will receive a message confirming the Submission was created successfully. Click CLOSE.

Creating a new submission by email

Often insurance organizations rely on a shared inbox to accept submissions emailed by brokers. If an organization has set up an email poller within Connected Underwriting to manage their incoming submissions, they can also create submissions automatically from incoming emails. Please see Installing Connected Underwriting for more information.

A new submission can be created from a shared box if an email adheres to the following properties:

1. The email does not contain a Submission ID in the subject line.
2. The email contains an ACORD 125: Applicant Information Section.

If both of the above properties are true, Connected Underwriting will automatically create a Submission ID and email the broker with a confirmation email. The new submission proceeds to a Processing status.

In order to continue to populate the newly-created Submission, proceed to the Workbench > Exception Queue > Reconciliation tab and reconcile the appropriate forms for that submission. For more information about document extraction reconciliation, visit the My Workbench page or IDP Reconciliation page.

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