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How to Create a Submission
How to Create a Submission
Jacob Parker avatar
Written by Jacob Parker
Updated over a week ago

The intended audience for this article is Agents.

  1. Navigate to the Submissions page by selecting the Submissions tab while viewing a risk profile.

  2. Add Forms to a blank submission by selecting from either existing forms or new forms from the Forms Library.

  3. Enter Submission Details

    1. Submission Name: Title of your submission.

    2. Target Effective Date: Intended policy start date.

    3. Due Date: Deadline for submission completion. By default Wunderite prefills with 90 days prior to the Target Effective Date.


  4. Search for and add the necessary forms to your submission.


  5. Select Next to save your submission. A summary of form collaborators and progress will be displayed on your new submission.

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