Tools for Success

Tools for Success for screen shot

We have modified the workflow when creating a new online submission. Upon clicking the ‘Create’ button to begin, the system will now take you to the ‘New Client Company’ pop-up window. Please enter the Policyholder’s Name (Company Name), Address, City, Country, State and Zip Code for each submission.

We have had endorsement issues when the ‘Copy’ button was selected to start a new submission or selecting a repeat client from the Client Listing. Therefore, we are asking that you create a New Client for each submission. We apologize for this inconvenience. We are working to resolve this endorsement issue so you can return to using these tools again.

Featured Articles