Edit a Scenario

Scenario effective date. Enter the date directly in the field in mm/d/yyyy format or specify the date using the date picker tool.

When the scenario was received. Enter the date directly in the field in mm/d/yyyy format or specify the date using the date picker tool.

Scenario due date. Enter the date directly in the field in mm/d/yyyy format or specify the date using the date picker tool.

To change the producer, click the x in the field and begin typing the new producer name. As you type, ESL Office displays a list of producers matching your entry. Select the desired producer from the list.

Slide the toggle to Yes if the selected producer is the incumbent producer.

To change the underwriter, click the x in the field and begin typing the new underwriter name. As you type, ESL Office displays underwriter contacts matching your entry. When you see the desired contact, select it from the list. To clear the box, click the small x at the right edge of the box.

To change the contact, click the x in the field and begin typing the new marketing contact name. As you type, ESL Office displays marketing contacts matching your entry. When you see the desired contact, select it from the list to place it in the box. To clear the box, click the small x at the right edge of the box.

To change the broker, click the x in the field and begin typing the new broker name. As you type, ESL Office displays brokers matching your entry. When you see the desired broker, select it form the list to place it in the box. Selecting a broker also populates the City, Sate box below with the broker's address. To clear the box and remove the address information, click the small x at the right edge of the box.

To change the agent of record, click the x in the field and begin typing the new agent of record's name. As you type, ESL Office displays agents matching your entry. When you see the desired agent, select it from the list to place it in the box. Selecting an agent of record also populates the City, State box below with the agent's address. To clear the box and remove the address information, click the small x at the right edge of the box.

To change the administrator, click the x in the field and begin typing the new administrator's name. As you type, ESL Office displays administrators matching your entry. When you see the desired administrator, select it from the list to place it in the box. Selecting an administrator also populates the City, State box below with the administrator's address. To clear the box and remove the address information, click the small x at the right edge of the box.

Slide the toggle to Yes if the selected administrator is an incumbent administrator.

Click the box and select the desired underwriting office from the list. Selecting an underwriting office also populates the City, State box below with the underwriting office address.

To change the marketing representative, click the x in the field and begin typing the new marketing rep name. As you type, ESL Office displays results matching your entry. When you see the desired marketing rep, select it from the list to place it in the box.

To change the underwriter, click the x in the field and begin typing the new underwriter name. As you type, ESL Office displays results matching your entry. When you see the desired underwriter, select it from the list to place it in the box.

To change the underwriting assistant, click the x in the field and begin typing the new underwriting assistant name. As you type, ESL Office displays results matching your entry. When you see the desired underwriting assistant, select it from the list to place it in the box. To clear the box, click the small x at the right edge of the box.

Select the desired region from the drop-down list.

Select the desired quote priority from the drop-down list.

Select the desired carrier from the drop-down list.

Select the desired treaty from the drop-down list.

Select the desired quote status for the scenario from the drop-down list.

Select the desired reason for the scenario quote status from the drop-down list.

Select the desired close probability from the drop-down list.

Edit the scenario's description as desired.

Modify the number of months in the contract here, if desired.

Slide the toggle to Yes if you want to include specific experience in the scenario.

Slide the toggle to Yes if you want to include aggregate experience in the scenario.

Slide the toggle to Yes if you want to include state assessments in the scenario.

Specify the number of days prior to the effective date shock losses must be disclosed.