Prepare and send the Submission
Operations · Fictional Hawthorn example
Silent video; editable captions can support a future British English voiceover.

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From the Deal, choose Create Insurer Submission to prepare the insurer marketing pack.

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Record the response deadline and the cover options you are asking insurers to quote.

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Select the insurer market and check its named or team recipients.

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Attach the risk information that insurers need to assess the request.

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Save the Draft Submission before preparing it for delivery.

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Use PDF to review the outward pack. Mark Prepared validates the pack without sending it.

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Confirm preparation, then open Send Insurer Submission.

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Check the attached files and Underwriter recipients. Each insurer receives a separate email.

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Review the subject and message, then submit the send once.

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Open Delivery & responses to check the saved outcome before continuing.

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Check the retained send outcome before continuing.