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How do I move a submission to My Filing Cabinet?

You can move submissions from My Desk and into My Filing Cabinet when all negotiation is completed, thus archiving the submission for later use.

eReinsure checks to see that all negotiations have been finalized before moving a submission into the filing cabinet. If there are submissions that were never quoted, or quotes that were not bound or declined, the system will present a list of "Outstanding Negotiations" which need resolution before the submission can be moved to the filing cabinet.

Note: Moving a submission that is in a bind requested state to the filing cabinet will require you to retract or not accept the submission, thereby canceling the request to bind.

Finalizing outstanding negotiations notifies all of the markets that the submission is complete and no more action is required on their part. If you do not want the markets to be notified, un-check the Send Email Notification Box. This feature is useful when removing old items from My Submissions. Send email notification to these markets checkbox.

How To complete a submission

  1. Under the My Submissions section of My Desk, click the Named Insured link of the submission you want to mark as complete.
    RESULT: This displays the Submission Summary for that submission.
  2. Click the Move to Filing Cabinet link in the left Tasks box. Move to filing cabinet link in the Tasks box.
    RESULT: This moves the submission to the filing cabinet. If there are outstanding negotiations, the system displays the Outstanding Negotiations screen. From this screen the user can clean up any outstanding lines.
    Outstanding negotiations page.
  3. Select the appropriate radio buttons for Quotes Received and checkboxes for Lines Outstanding.
  4. Click Submit.
    RESULT: The submission is moved to My Filing Cabinet and any markets with outstanding lines are notified by email, unless the Send Email Notification box is unchecked.
  5. Submissions moved to the filing cabinet can be found by clicking "My Filing Cabinet" on the menu. There are two sections: "Placed", for submissions that have at least one bound line, and "Not Placed" for items that were not bound.
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