Once you have checked the correctness of the information entered by the OCR, it is time to submit insurance certificates to the client. All insurance types to which the changes have been made will have the Modified status.

While editing insurance information, you can cancel changes by clicking Cancel in the upper-right corner of the Insurance Documents page.

⦿ How to Submit Insurance Documents to the Clients

In the upper-right corner of the Insurance Documents page, click Submit.
Select the checkboxes next to the insurance types you want to submit to the client.

Changes you have made to your insurance documents will not be saved until you click the Submit button.
Click Submit for Approval to send the insurance documents.
The status next to the insurance types you submitted will change to Waiting for Approval.

Once you have submitted the insurance documents, your client will also see Auto-Review Results that allow them to make a decision on insurance approval faster.

As soon as your client takes action on your insurance document, its status will change accordingly.

You may see the following statuses:

Approved
Approved with Exception
Approved (Future Effective Date)
Rejected. If your client rejects the insurance certificate, you get a notification with the reason for it.

To read more about insurance type statuses, read Uploading Insurance Documents with OCR and Validation.

In this Article

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About the Automated Workflow of Insurance Certificates
Page:

Editing Insurance Documents Information
Page:

Submitting Insurance Documents to the Clients
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Uploading Insurance Documents with OCR and Validation

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