The intended audience for this article is Agents.
Submissions help you organize all your forms and signature data into a single, comprehensive package for customers and underwriters. They make document management easier and improve collaboration across your team.
With Submissions, you can:
Create and customize submission packages for each Risk Profile, including name, due date, and effective date.
Add forms and signatures to a new or existing submission.
Associate a form or signature with one or more submissions.
Track and manage submission status.
Coming soon: support for risk data schedules (SOVs) and the ability to send directly to an underwriter.
Submissions are optional. You can continue using Wunderite as usual, especially if you only need to complete and send a few forms.
Navigate to the Submissions page by selecting the
Submissionstab while viewing a risk profile.
Add Forms to a blank submission by selecting from either existing forms or new forms from the Forms Library.
Enter Submission Details
Submission Name: Title of your submission.
Target Effective Date: Intended policy start date.
Due Date: Deadline for submission completion. By default Wunderite prefills with 90 days prior to the Target Effective Date.
Search for and add the necessary forms to your submission.
Select
Nextto save your submission. A summary of form collaborators and progress will be displayed on your new submission.
