How to create a submission

First, navigate to the Book of Business to select the client that you are looking to submit for. Please note that the client must already have been sent from your AMS to the IOI (for further instruction, please see separate document.)

Click on the blue ‘start submission’ button on the right of the screen  to start your submission. For a renewal, click on the blue ‘start renewal’ button located in the list policy details.

You will then be taken to the intake questions section, which will prompt you to enter details about the submission.. These screens cover general information, coverage details and submission info. You can also select documents to attach here.

The final step is to select the carriers you would like to send to as well as select the email addresses that will receive the submission. If you do not see a carrier appointed with your agency, please contact your admin.

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