Submit Activity

Once the basic set of requirements for a policy is satisfied, the policy is submitted to the Underwriting/New Business department for review and approval. This process is handled by the Submit activity available in the Activity drop-down box on the Activities screen.

After Add Activity is selected from the Secondary menu, an Activity Detail screen will open. Select Submit from the drop down menu and enter an effective date and then select OK.  The Submit activity will be listed on the Activity screen.  Click the lightning bolt icon to process the activity.

Add Activity Window with Submit Selected

Submit Activity on Activity Screen