Submissions
Learn how to get the most out of your submissions.
By Jeremy1 author5 articles
- Star Your Favorite FormsKeep your favorite forms at the top of the list
- Changing the Producer and Insurer
- Client InvitationsInvite your clients to complete their submission
- Reorder ACORDs and SupplementsReorder the forms in your submission
- Submission StatusesTrack your submissions with fully customizable statuses