A QueryPlus user needed information about current Submissions. Here is the basic query:
Filters: Policy Sub Type Flag = S
Policy Submission Policy Date = desired date range
For a Submission without a Carrier, the Policy Submission Company Name will be blank.
Add Policy Account Rep (or Exec) Name to identify the individual responsible for the Submission.
Add other Policy-level fields as necessary for more information about the Submission – e.g. Customer Address, Phone.
There does not appear to be any reliable direct link between Submissions and the actual Policy that may result. The field Policy Source Policy Policy Number of an actual Policy will normally show the Policy Number of the Submission it was created from, but only if the actual Policy was directly created from the Submission. The Daily Querier’s test databases show numerous Policies that appear to originate from a Submission, but do not contain the ‘Policy Source Policy Policy Number’ link, so be wary of this connection.