> ## Documentation Index
> Fetch the complete documentation index at: https://docs.go.aiinsurance.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Submission

> An incoming request to be quoted — the entry point of the insurance workflow.

A **submission** is an incoming request for insurance — the thing that arrives
before any pricing happens. It's the starting point of the workflow: a submission
is worked up into [quotes](/entities/quote), and a quote that's accepted binds into
a [policy](/entities/policy).

A submission records who's asking, what they want covered, and the current state
of the request as it moves toward a quote.

<Frame caption="A submission in the app — the Summary tab, with its details and the quotes worked up from it.">
  <img src="https://mintcdn.com/ai-insurance-fmv1/nmTQjI4bY9Oj6vrb/assets/entities/submission.png?fit=max&auto=format&n=nmTQjI4bY9Oj6vrb&q=85&s=70a7d937ce9f79713112d2f4365255e2" alt="Submission detail page showing status In Progress, submission number, primary insured, submission type New Business, and a Quotes section listing a bound quote." width="1853" height="904" data-path="assets/entities/submission.png" />
</Frame>

<Note>
  Working in the app? See the [Submissions feature reference](/app/features/submissions) for the list view, detail tabs, and actions.
</Note>

## How its data works

Like every top-level entity, a submission is a set of **fields configured per
company**. A few are required by the platform — a submission always has a
system-assigned number and a status — but everything else, including which details
you capture about the request, is up to your company's configuration. You can add
as many custom fields as you need.

A submission's status moves through your configured workflow (it starts *in
progress*), and it carries a submission number that the platform assigns
automatically.

## What it connects to

| Connects to                     | How                                                                                |
| ------------------------------- | ---------------------------------------------------------------------------------- |
| [Quotes](/entities/quote)       | One submission fans out into **many** quotes. Every quote belongs to a submission. |
| [Exposures](/entities/exposure) | A submission references the **exposures** it concerns (many-to-many).              |

The submission is the top of the chain: **Submission → Quote → Policy**.

<Note>
  **Creating a submission in the app starts you on a new quote.** The **Create
  Submission** button opens a new quote, and saving it creates the submission **and**
  that first quote together — exit without saving and neither is created. So in the
  app, a submission comes into being alongside an initial quote.

  The data model is more permissive than that workflow: a submission is an
  independent entity that can exist with **no** quotes (for example, created directly
  through the API). The dependency only runs one way — every quote needs a
  submission, but a submission doesn't require a quote.
</Note>

## Files, Notes & Contacts

Submissions support all three shared tabs: you can **upload files**, record
**notes**, and attach **contacts** (people from the directory, such as the
broker who sent the submission in).

<Accordion title="Technical reference">
  **API.** Managed through the unified entity CRUD surface as `submission`. See the
  [Entities API overview](/api-reference/entities/overview).

  **Framework-required fields.**

  | Field                  | Notes                                                              |
  | ---------------------- | ------------------------------------------------------------------ |
  | `submissionNumber`     | Auto-generated by the platform.                                    |
  | `submissionStatus`     | Defaults to `inProgress`.                                          |
  | `submissionName`       | Display name.                                                      |
  | `submissionType`       | Option Set.                                                        |
  | `description`          | Free text.                                                         |
  | `submissionBoundDate`  | Date.                                                              |
  | `referencingQuotes`    | Quotes that belong to this submission (written on the submission). |
  | `referencingExposures` | Exposures this submission references (tenant-defined expression).  |
  | `contacts`             | People linked as contacts (join to Person).                        |

  Additional fields are configured per company; discover them via the
  `/entities/submission/configuration` endpoint.
</Accordion>
