2

Request Additional Stop Loss Information

If you need to request additional stop loss information to complete the submission, do the following.

2.1

If necessary, search for and select the desired submission to display its profile.

2.2

Click Tasks and choose Request Additional Information to display the Request Additional Information window.

2.3

Create the information request as follows

Send To

Who you are sending the information request to. By default populates with the underwriting contact. If you want to change the recipient, clear the field and begin typing the new desired recipient. As you start typing, contacts matching your entry appear in a drop-down list. Select the desired recipient from the list. If there is no match, you can manually complete the Send To name and email address in the field.

CC
Who you want to carbon copy the request to. Begin typing the recipient name in the field, and ESL Office will search in real time for matches. Select the desired recipient from the list. If there is no match, you can manually complete the CC name and email address in the field.
From
Who is sending the request. Defaults to the currently logged in user. If you want to change the sender, clear the field and begin typing the new desired sender. As you start typing, contacts matching your entry appear in a drop-down list. Select the desired sender from the list. If there is no match, you can manually complete the From name and email address in the field.
CC Sent From
Move the slider to Yes if you want the sender to receive a blind carbon copy of the email.
Subject
Email subject goes here. Defaults to the submission account name and effective submission date.
Additional Info Requested

Requested information information appears here. Tick or clear the check box by each item to include or exclude it from the requested information.

2.4

If you want to add required additional information, click the New Required Information button, enter the required information in the field that appears in the Additional Info Requested box, then click Add. If you later want to disable the required information, clear the box to the left of the requirement.

2.5

Click Next to view a preview of the email.

A

Takes you to the previous window where you can edit email information.

B

Sends the email and adds a facsimile of the email and letter to the journal.

C

Email body preview appears here. The preview is generated from a coded template registered with ESL office and is not editable from this window. See coding documents for more information.

2.6

Click Send. ESL Office sends the email and adds a facsimile of the message to the journal.