Clearing and Entering a Submission

  1. Go to Expert Insured and log in >> From the Home page, go to Create >> Select Submission.
    2. create submission
  2. Enter the Agency Name listed on the submission >> Click Search.
    3. Find Insured
  3. Select the applicable result (check the location and confirm the Status is ‘Approved’) >> Click Continue.
    4. result
  4. Enter the applicant’s name into the Insured Name field >> Click Search.
    5. Insured Name

Creating a New Insured

  1. If there are no results, click New Insured.
    2. results
  2. Enter the applicant’s Mailing Address >> Enter the Zip Code >> Confirm the City that is generated.
    3. Mailing Address
  3. Enter the Business Description >> Select the Company Type.
    4. Business Description
  4. Enter the Location Address.
    1. If it is the same as the Mailing Address, click Copy Mailing Address.
    2. If it differs from the Mailing Address, enter the Location Address and Zip Code >> Confirm the City.
    3. Click Add.
      4. Location Address
  5. Click Continue.
    6. Continue

Create the Submission

  1. Fill in the Coverage Information.
    1. Select the Underwriter >> Select the UW/UA from the Contact field.
    2. Enter the Effective Date >> The Expiration Date will automatically update for an annual policy.
    3. Select the Coverage(s).
    4. Click Send Submission Letter.
      5. Coverage Information
  2. Send the agent the Submission Letter acknowledging the submission.
    1. Click on the ‘To’ link >> Select the agent's email address who sent the submission.
    2. If needed, check the box to send a copy to yourself/the underwriter.
      3. underwriter
    3. Click Continue.
      4. Continue
  3. The application document does not need to be attached at this time.
    1. Click Bypass to attach it later (EI will create a task automatically for the documents to be attached).
      2. bypass
    2. Or, to attach it now, click on the [document] plus sign icon.
      3. bypass
      1. Click Browse >> Select the application >> Once it is attached, click Continue.
        2. Browse
      2. For the Type, select Submitted Application >> Click Continue.
        3. Browse

Creating a submission on an Existing Insured

  1. Go to Expert Insured and log in >> From the Home page, go to Create >> Select Submission.
    2. create submission
  2. Enter the Agency Name listed on the submission >> Click Search.
    3. Find Insured
  3. Select the applicable result (check the location and confirm the Status is ‘Approved’) >> Click Continue.
    4. result
  4. Enter the applicant’s name into the Insured Name field >> Click Search.
    5. applicant
  5. If the Insured is already in the system, select the result and click Continue.
    6. Insured
  6. Confirm the Insured’s Information (insured’s name, mailing address, and location address).
    7. Insured Information
  7. If any information needs to be updated, click Edit to make changes >> If everything looks good, click Continue.
    8. Continue
  8. Fill in the Coverage Information.
    1. Select the Underwriter >> Select the UW/UA from the Contact field.
    2. Enter the Effective Date >> The Expiration Date will automatically update for an annual policy.
    3. Select the Coverage(s).
    4. Click Send Submission Letter.
      5. Coverage Information
  9. Send the agent the Submission Letter acknowledging the submission.
    1. Click on the ‘To’ link >> Select the email address of the agent who sent the submission.
    2. If needed, check the box to send a copy to yourself/the underwriter.
    3. Click Continue.
      4. email address
  10. Attach the provided application to the submission.
    1. Click on the [document] plus sign icon.
      2. plus sign
    2. Click Browse >> Select the application >> Once it is attached, click Continue.
      3. Click Browse
    3. For the Type, select Submitted Application >> Click Continue.
      4. Submitted Application