Submission Tracking
View and track the status of your submissions at a glance
Keeping track of insurance application submissions like Commercial Insurance or Workers’ Comp across multiple carriers or brokerages can be a nightmare. HawkSoft Submission Tracking eliminates time wasted searching through attachments and notes on a client file to check on the status of a submission. Quickly add tracking to attachments on a client file and create submission groups for multiple carriers. The Submissions tab displays status and key details so you can track groups of submissions across multiple carriers at a glance.
Status Tracking
View and track submission status at a glance in a tab on the client’s file
Submission Groups
Organize multiple submissions for a risk into a single group
Submission History
View past submissions on the client’s file for insight into client and carrier behavior
Track Any Attachment
Right click one or more attachments on the client file to start tracking
How Submission Tracking works
Select one or more attachments on the client file to begin tracking
Create a submission group and add submission details and dates
A log note and reminder are automatically created for the date the submission is expected back
Check submission status any time on the Submissions tab in the client file
Edit submissions when needed to update the status and add information
