Submission Center is designed to help track and organize submissions for commercial applicants to Carriers where automation does not exist or is limited. The Submission Center is meant to guide you through the submission process with focused communications, documents, and tasks. We have created tools to provide insight into your submissions which help you keep your submissions on track to meet the needs of your customers and achieve a successful outcome. 

If you are interested in Submission Center, please email sales@ezlynx.com 

TABLE OF CONTENTS

• Accessing the Submission Center Dashboard
• Creating a Submission
• Finding Submissions
  • Submission Center Dashboard
  • Customer's Account
• Editing Submissions
• Tasks in the Submission Center 

Did you know? - You can click on the images in our articles to make them bigger!

Accessing the Submission Center Dashboard

1. Hover over the Applicant (folder with person) icon. 

2. Click Submission Center.

There are 4 tabs in the Submission Center that have different functions. 

Snapshot Tab

The Snapshot tab is the main dashboard which provides relevant data related to your submissions. Some dashboard items have toggles that allow you to change the data displayed. 

Submissions Tab

The Submission Tab provides a grid that congregates all agency submissions into a centralized table. 

Creating a Submission

1. To start a new submission, click on the green Create Submission button on either the Submission Center Dashboard or on the applicant's Submissions Tab. 

- Submission Center Dashboard - 

- Applicant's Submissions Tab - 

2. For the Submission Details step, fill in the necessary fields.

3. Click the green Save and Continue button. 

Line of Business and Application

4. For the Add LOBs step, use the drop-down to select the line of business and application for the submission.

5. Add multiple lines of business by clicking the white Add LOB button.

6. To view the application or remove a line of business, click the kebabs icon. 

(Please note: The application field displays all relevant applications that pertain to that lines of business.)

7. To create an application for the submission, check the lines of business in question. 

8. Then, click the Create Application button. 

9. Type in the description for the application.

10. Click the green Save button. This will open a new tab with the application ready for data entry. 

(Please note: The State field will default to the state used on the Submission Details step.)

Carrier Selection

11. For the Select Carriers step, Submission Center will display all carriers that have been selected as a participant in Submission Center. 

(Please note: We have integrated with Ask Kodiak, which is a provider that has information on certain Carriers. If a Carrier provides content on their appetite through Ask Kodiak, a More Info link will be displayed. By clicking on the link, the Carrier's published guidelines and recommendations are presented.) 

12. If no Carriers are displayed or a Carrier is not listed at this step, enter the Carrier name in the Search field. 

13. Select all carriers that are intended to receive the submission. 

14. Click the green Save and Continue button to create all the individual Carrier submission records. 

Document Selection

15. For the Add Documents step, select master level documents that you want to associate to all Carriers.

(Please note: The document selector reflects the Documents tab for the applicant.) 

16. Click the white Upload Documents button if you need to upload documents from your computer. 

17. Click the green Save and Continue button to view the Carrier submissions. 

Carrier Submission View

The Carrier Submissions step provides information on your submissions. On first view, all Carriers are set to the Open status. This screen will be the default screen when accessing this submission later.

18. To submit, edit, or view a Carrier submission, click on the Carrier tile and the system will expand submission details for that Carrier. 

- Expanded Submission Details Screen - 

- Add/Edit an Underwriter - 

19. On the Expanded Submission Details screen, if an Underwriter has not been assigned, use the Underwriter drop-down. 

20. If no Underwriter exists or the Underwriter is not provided, click the kebab icon to add the Underwriter for the Carrier.

- Generate ACORD Forms - 

21. To generate ACORD Forms, select the lines of business in question.

22. Click Actions.

23. Click ACORD Applications. 

24. Documents selected when you created the submission will be displayed under the Documents section. To submit to a Carrier, a document must be associated with the Carrier submission. Be sure to have all your documents required for a complete submission added to the Documents section before submitting to the Carrier. 

- Submit to Carrier - 

After you have generated all the relevant ACORD forms for the applications and attached them to the Carrier submission, click the Bulk Submit button. This will take you to the Bulk Submission page.

On the Bulk Submission page, you can choose which carrier and which LOBs to submit to along with which Underwriter. To add a new Underwriter, select the actions icon and choose Add Underwriter like we did earlier. You can also add documents by selecting the Manage Documents button and decide which carrier should be sent which document by using the Carriers dropdown. When you are ready to move to the next step, select the Continue button. This will take you to the Compose Common Email Message page.

On the Compose Email page, you can type up a common message that will be sent to all of the carriers who are receiving the submission via email. To make things easier for you, we've setup a default template in your Submission Center settings so it prefills here on this page saving you time. If you would like to use your own template, a Submission Center Admin can change which Template prefills in the Submission Center Settings. When you are ready, select the Continue button to move to the next step. This will take you to the Review step.

On the Review Step you can customize the email message for each carrier if you would wish to make it more personalized or include information that is carrier specific. Once you are ready, to submit the submissions to all carriers, scroll to the bottom of the page and select the Send to All Carriers button. This will email the submissions depending to the underwriter and set the respective submissions to the Submitted status.

Finding Submissions

Submission Center Dashboard

1. Hover over the Applicant (folder with person) icon. 

2. Click Submissions. 

Viewing Submissions

This area of the Submission dashboard provides a snapshot of all your submissions. Click on the submission in question to be taken back to the Carrier Submissions View. 

Customer's Account

1. Accessing an applicant brings up the Overview tab where you will now see a blue tab for Submissions. 

2. If you click the Submissions tab, the system will display all submissions that have been created for the applicant. 

3. To access a submission, click on the submission row. 

4. To start a new submission, click the green Create Submission button. 

Editing Submissions

1. To submit, edit, or view a Carrier submission, click on the Carrier tile and the system will expand submission details for that Carrier.

- Expanded Submission Details Screen - 

2. Each Carrier record will display all the selected lines of business that were selected on the submission creation.

3. When expanded the following information is provided: 

(Please note: If the application has not been added to the applicant's Overview page, the link to the application will be blank. The application is for the submission, not specific for the Carrier. Any Carrier referencing the same application will have the same data when the ACORD Form is generated.) 

4. Based on the interactions with the customer and/or with the Underwriter, you can use the drop-down to change the Status of the submission to make these transitions more visible. 

(Please note: Several status changes will ask for additional information to understand the precise disposition of the submission. All changes will update the Carrier tile on the dashboard.) 

5. Selecting the Quoted status will display a premium field. The value entered here will be provided on the proposal if this is the quote that is to be presented to the customer. 

6. When the Carrier submission transitions to the Bound status, the Submission Center can invoke the policy creation in the EZLynx Management System. 

7. Click the Add Policy button and the system will display the Add Policy prompt. 

8. Type in the Policy Number.

9. Use the drop-down to select a Billing Company. 

10. Click the Save button. 

(Please note: Once saved, the system will create the policy record and a link will be added to the submission. Click the policy link to be directed to the policy pages.) 

11. To generate a Binder, click the Add Insurance Binder to generate a PDF document that you can add to the Documents tab. 

Create a Proposal

When a submission is in the Quoted status, the Create Proposal button becomes available. 

1. Click the Create Proposal button in the top right hand corner of the expanded submission view. This will provide a selection of the Carrier, line of business, and the premium amount. 

2. Select all the quotes to add to the proposal. 

3. Click the Generate Proposal button.  

4. The proposal summary document contains the following elements: 

• Cover Page with customer name and Agency contact information
• Premium summary - simple grid of the quote information
• Customer Acceptance Form

(Please note: This document can be edited.) 

Accessing Agency Workspace

Submission Center leverages discussions using the Workspace to consolidate all activities for the submission.

1. On the Carrier Submissions View, click the white Activity button to access the discussion thread for the submission. 

2. While the Workspace is open, a task can be created or a note can be added. All actions in this space will be added to the discussion that has been created for the submission. 

Adding a New Carrier to the Submission

1. On the Carrier Submissions View, click the green Add Carrier button to display the Add Carrier Form. 

2. Select the Carrier to be added to the submission.

3. Click the Carrier Submissions icon to return to the Carrier Submission View. 

Modifying Carrier Views

Each Carrier tile provides the ability to pin the specific Carrier to a more prominent view.

1. On the Carrier Submission View, click the Star icon to reposition the Carrier tile to the top of the screen. 

2. Click on the Star icon again to restore the Carrier tile back to its original position. 

Tasks in the Submission Center 

The Tasks tab displays all tasks that were created in Submission Center.