Submissions

Submissions are the central part of all data exchanged on the platform.

Submissions are used to process requests between you and your insurance partners. They hold the various online forms which themselves hold the information required to underwrite your insurance submission. These forms vary depending on the type of insurance requested.

Information can be imported to each form in various ways including:

  • At the time of the submission creation.
  • By modifying forms after the submission creation.
  • By modifiying the grid holding the submission information.
  • By importing forms directly.

You can learn how to use submissions and their related functions with the following modules:

Using the gridLearn how to use the grid
Using formsLearn how to modify, export and upload forms
Using threadsCreate underwriting discussions using threads
Create submissionsCreating new submissions
Share submissionsSharing submissions with insurance partners