Submission intake rules

Product: PorterIQ

A submission is a set of documents plus the broker’s covering note. Intake accepts it only when the rules below hold.

Required pack

• The slip, or an explicit waiver recorded on the submission.
• Schedule information the binder expects for the class of business.
• A named broker contact.

Gaps

Missing items stay visible. PorterIQ does not invent a document to close a gap. The underwriter sees the gap in Context Workbench.

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