Underwriters require more information for my web proposal

If Underwriters require further information in order to produce a quote, you will need to Modify the application on behalf of your client. This is considered Special Acceptance Underwriting.

Reference the Notes tab of the risk file to review any specific queries from the Underwriter. You will be able to manage information requests with your client using the Send Email option from the Risk Summary Page. 

Quick tip! When you modify the proposal, you will create a new version number. You will always be able to access prior versions of a proposal using the Risk History tab