Close a submission

About this task

If the submission is lost to a different carrier, you can close the submission. This task is optional.

Procedure

  1. Open the submission.
  2. From the Actions menu, click Close Submission.
  3. In the confirmation window, select your reason and enter any additional comments.
    • If you select Other, you must enter a reason.
  4. From the Lost to list, select the insurer to whom the business was lost.
  5. Enter any additional Comments, such as whether to consider pursing this submission next year.
  6. Click Confirm.