NOTE: Orders placed via the old Order Entry or by email, fax or calling the Branches will NOT be available in the new Product Ordering.
- Click on Product Ordering in the Launch Center and Select “Existing Orders – View, Update & Rework”.
- Select your office and click the “Get Started” Button.
Click to Enlarge - You can search by a date range and your closing file number, as well as the order source.
- Enter a date range and click the “Search” button.
Click to Enlarge - Orders that match your search criteria will show in the table.
- Orders with the status of “Delivered Product” have additional actions.
- Click the eye
icon to view order details and download order attachments
Click to Enlarge - On the Order Details page, you’ll see order information and policy information including type and exposure amount.
- Under attachments, you can download individual or multiple attachments. (Downloading All Attachments will include the XML and FPX file).
Click to Enlarge - In the upper right corner are action buttons. You can request an update, rework or print the order details.
- Clicking on a button will begin the process.
- If you click on “Update” or “Rework”, complete the required information, and click “Submit Order”.