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Showing articles from broker carrier underwriter team tag

How do I know who is in my team?

When you transfer ownership of slips within your team, you are shown a list of members in your team. Alternatively, you can contact your administrator.

Can I transfer ownership of slips within my team?

Yes, you can transfer ownership of slips within your team. The new owner's initials will be displayed on the slipcover. The owner of the risk can be seen by all members of your team. Instructions * Select the slip that you wish to transfer ownership of. * Select 'Risk Settings' (the three dots on iOS) to opeā€¦

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