Submission Center/Tarmika

Submission Center

Understanding the Submission Center in Tarmika

Submission Center - Creating Submission, Settings, Managing Submissions, Reading Snapshot, Tarmika📦

Sumission Center 2 - Supportive material - Video

• Guidelines

  1. Quote Due Date and Effective Date

     1. New Business- Quote Due date is 15 days from today Effective date 30 days from today, unless it is truly a rush (Link from Salescenter Video/Link from Salescenter Photo ). You can always change the quote due date and effective date  

     2. Renewal- Quote Due date is 3 weeks from today effective date is renewal date (enter the renewal carrier as a submission center carrier) 

  2. Save all docs to folders  Video 

     1. Make sure to have a complete submission (things needed like loss runs, MVRs, supplementals

        1. Wunderite may be needed. Keep in mind that the applicant is automatically setup in Wunderite so you can have them complete a supplemental application

  3. Save/merge all activities to 1 discussion. You will notice a discussion/task created once a submission is created. If you already linked Salescenter to Submission center then this will happen automatically. For renewals watch the video above.   

  4. Bulk Submit  - use bulk submissions all the time If sending to market via email using the Commercial Submission Email Template make sure to have a complete submission (things needed like loss runs, MVRs, supplementals

  5. Update Quotes and Docs

     1. Use Tarmika if necessary it will automatically update quotes in the system (see below)

     2. Add quotes back to submission center

  6. Quote Status We do not want to delete submissions, just mark them as closed, not sold or closed bound. If this is a renewal and we bind it with the incumbent carrier just use the status- closed bound.  

Proposal Generation ✍️

• Start putting together the proposal process and using the submission Center  To generate a proposal the quote data has to come from the submission center. (see Ezlynx)

• All commercial submissions will originate from the submission center.

• A commercial application has to be set up before going to the submission center.

• Input all data within the submission detail page.

  • Title will be “Submission current year-following year”

• Input NAICS & clear notes about the risk

• Select all carriers we will be submitting to

• On the carrier submission page, choose the carrier you will be quoting with.

  • Click status under the LOB section, and choose quotes

  • Input the premium of that carrier along with any applicable taxes and fees

  • From there you can create proposals

    • Pro Tip 💪🏼 You can only generate one proposal per carrier.

Tarmika💼

• Setup Tarmika in Ezlynx Connect.  USER ID- Carlo@streetsmart.insurance PW Sonny2024!

• Tarmika Submission Center (see New Business)

• Commercial lines GL/Commercial Property/BOP 

  • Step 1 Tarmika/Submission Center with Businessowners/General Liability and Commercial Property

  • Step 2 Creating Submission entering Tarmika and Manual Submit

• Bulk Submit Bulk Submit  - use bulk submissions all the time

• See Commercial Lines Quoting Process

• Carrier availability