The audit trail appears when you go into a slip and click 'History'.
The broker’s actions are recorded on the left, and carriers' actions are recorded on the right. You can filter by carriers if there are more than one on a risk.
Every action on the slip is recorded in chronological order, with the newest at the top. Each action has the date and time, and the user and team name.
Each step of the placing process appears here, such as showing the risk, quoting it or writing a line. Attachments are shown, though you can’t open them from here. The text of chat messages also appears.
The history trail can be exported to PDF. All items are included in the export.