How do I manage an SAU?

You will be notified by email when you are required to take action. 

SAU's are an active process that will continue until you and Underwriters are satisfied. Underwriters will demonstrate interest in the risk by communicating through the Notes tab. It is encouraged that you monitor and review the Notes tab throughout the SAU process. 

In the images below, the blue band represent actions you would take to manage an SAU while the white boxes represent documentation that require your review.

In most cases the process is expected to be simple and direct like below. 

Here, Underwriters have produced a quote. When Underwriters have produced a quote, they are satisfied with the information provided. You will have the option to bind. A Quote Document will be available for you to review with your client prior to binding. We encourage you to confirm and accept commissions and taxes prior to reviewing the Quote Document with your client to avoid delays in binding.

Where Underwriters require more information from you, the process requires more time investment. 

You will be required to select Modify each time the risk comes to you in order to unlock the file and address the information request; once complete, select Generate Quote to forward the risk back to Underwriters. 

Where Underwriters have declined a risk, the risk file is no longer active.