Policy Submission is the core function for handling the booking of policies.
The submission process begins with Incomplete status. With the completion of one or more screens, the data is evaluated by the system. Depending on the setup of the product, and the data entered into the form, one or more quotes may be generated automatically. These quotes can change as the user proceeds to fill in more information.
As the user progresses through the workflow, the status of the submission may change. All possible transaction types and statuses are listed in the next section, providing information on the purpose of that transaction and status, and what options are available.
The first step is to get into a submission or policy form.