Submissions (Employee Portal)

You can view Submissions from the Menu Items available on the left pane of the homepage. Here, you can perform the following functions:

• View the list of submissions and proceed with the existing quotes or create new quotes within the submission through the icon at each submission.
• Sort submissions by Submission ID, Customer Account Name, Agency Name, and Created Date at Sort By.
• Filter submissions by providing Product Name, Submission ID, Customer Account Name, Agency Name, and Status.