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Submission Suite Programs

Programs can be added to the Submission Suite setup in order to add LOBs and other selection fields to the Submission Suite for the customer to use. Assignments can be setup here to assign a person and a branch to the Program. More than one Program can be added so that customer selected LOBs can be assigned to specific people and branches.

To Create a Program

  1. On the Utility menu, click SETUP
  2. In the Setup Console, navigate to Submission Suite > Programs. The Summary of Programs screen is displayed.
  3. In the Summary of Programs screen, click [Add New]. The Create New Program screen is displayed.

  1. In the Program name box, enter the name of the Program.
  2. In the Select branch list, select the branch to which the Program applications will be sent.
  3. In the Select assignment list, select the name of the person to which the applications will be assigned.
  4. In the Select responsibility list, select the responsibility title of the person to which the applications will be assigned.
  5. Select the Credit card required? check box to indicate whether a credit card is necessary to secure a quote. The credit card will not be charged until the customer has agreed on a premium.
  6. In the Add Lines of Business area, select the following to add one or more lines of business to the Program:
  1. Selected lines & supplements may also be removed by clicking on the line to remove and clicking the Remove Selected link at the bottom of the screen.
  2. Once all Program information has been entered, click [Save] at the top of the screen. After [Save] is clicked, the full Program link will be completed. This is the link that can be used to add to a web site so that customers may enter the Submission Suite.
  1. Notice that the Program Details screen includes several tabs now:

Tip: The Program logo added here is in addition to the logo that can be added under Color Schemes. Both logos can be present on the Submission Suite site. One specific to the Program and one for the agency. Both logos will be displayed at the Program level.

  1. On the Details tab, make the following entries and selections:

Important: Programs can only be enabled when licenses have been purchased.

  1. On the Lines of Business tab, make the following entries and selections for each LOB and supplement that was added to the Program.

Only the lowest level sub-sections can be dragged over to the Submission Suite Layout tree. If a sub-section is no longer needed in the Submission Suite Layout tree, click and drag it back to the Nexsure Form Layout tree.

Tip: A field can be right-clicked to delete or to be moved up and down within the section.

The Coverage section of Submission Suite will look like the following:

  1. On the Workflow Steps tab, make the following selections to determine the steps and order of steps the customer will complete.
  1. The Marketplace tab is currently a placeholder for future enhancements.
  2. On the Branding tab, make the following selections to add or remove a logo or color scheme specific to the Program.

Note: Use a logo that is in .gif or .jpg format, that is under 5 kb. The recommended resolution is 100 x 100 pixels.

  1. On the Messages tab, make the following entries to add messages to the Program site.
  1. On the Attachments tab, make the following entries to require attachments to the Program site.
  1. At the top of the Program Detail screen, click [Save]. The program is saved and the Program link becomes available.
  2. An existing program may be copied by clicking [Copy]at the top of the program details screen, . The copied program is saved with the words"Copy of" at the beginning of the description field.

Related Topics

Submission Suite General Configuration

Submission Suite Color Scheme

Submission Suite Notification

Submission Suite Credit Card

Submission Suite Utilization