Create the Profile

Three elements make a record unique: Account name, Effective Date, and Producer. These are required fields.
Region, Block Origin, and Block of Business need to be set up before you can create a profile.
Carrier is required for MDSL setup.

1.1

Click New to display the Submission window.

1.2

Document the profile section as follows:

Account

Click the button and specify the account using the Company Search window.

Effective Date

Specify the policy's effective date here. Enter the date directly in the field in MM/DD/YYYY format or click the calendar icon and set the date using the date picker tool.

Received Date

Specify when the submission is received. Enter the date directly in the field in MM/DD/YYYY format or click the calendar icon and set the date using the date picker tool. Defaults to today's date.

Due Date

When the quote is due. Enter the date directly in the field in MM/DD/YYYY format or click the calendar icon and set the date using the date picker tool. Defaults to one month from today's date.

Producer

Click the button and specify the producer using the Company Search window.

Incumbent Producer

Check Yes if the producer in incumbent. Otherwise check No.

Underwriting Contact

Click the button and specify the appropriate contact from the Contacts window. This button is only available once you have specified a Producer.

Marketing Contact

Click the button and specify the appropriate contact from the Contacts window. This button is only available once you have specified a Producer.

Broker

Click the button and specify the broker using the Company Search window.

Agent of Record

Click the button and specify the agent of record using the Agent of Record search window.

Administrator

Click the button and specify the plan administrator using the Company Search window.

Underwriting Office

Click the button and specify the underwriting office using the Company window.

Marketing Rep

Click the button and specify the appropriate contact from the Contacts window.

Region

Select the appropriate region from the drop-down.

Block Origin

Select the desired block origin from the drop-down.

Block of Business

Select the desired block of business from the drop-down.

Quote

Check the box next to each line of insurance you'll quote in the submission.

1.3

If you check the Medical Stop Loss box in the Quote section, the Medical Stop Loss section appears in the submission window. Specify stop loss information as follows.

Quote Priority Level

Specify the priority given the quote from the drop-down.

Carrier

Click the button and specify the policy carrier using the Company Search window.

New / Renewal

Specify whether the submission is for a new policy or a renewal by checking the corresponding box.

Renewal Tier

Specify the renewal tier for the submission using this drop-down.

Underwriter

Click the button and specify the policy underwriter using the Contact Search window.

Underwriter Assistant

Click the button and specify the policy assistant underwriter using the Contact Search window.

Current Activity

Specify the current activity on the submission using this drop-down.

Explanation / Reason

Specify the reason for the submission using this drop-down.

Probability of Close

Specify how likely it is the quote will complete to a sale using this drop-down.

Original Quoted Date

When the submission was originally quoted. Populated by ESL Office.

Last Quoted

When the policy was last quoted. Populated by ESL Office.

No of Quotes

Number of quotes for the account. Populated by ESL Office.

1.4

If you check the Group Term Life box in the Quote section, the Group Term Life section appears in the submission window. Specify group life information as follows.