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Showing articles from broker tag

Can I suggest stamps?

Yes, you can suggest an underwriter's stamps for a written line. The option to suggest stamps appears when showing a firm order to carriers. Please follow the steps of [showing a firm order to carriers][1]. [1]: https://support.whitespace.co.uk/kb/article/34-how-do-i-show-a-firm-order-to-carriers

How can I edit the digitised slip?

You can edit the line items in the draft once you have uploaded the risk using the interactive digitiser. **Browser** 1. Open the _[interactive digitiser][1]._ 2. Upload risk. 3. A draft document will have been created in the slipcase. 4. Select risk. 5. Enter draft document. 6. Click 'Edit' where r…

Can I mark a draft as a firm order?

Yes, you can mark a draft as a firm order: **Instructions** 1. Select the draft you wish to mark as firm order. 2. Click the 'Actions' menu (or '≡' on iOS) in that document. 3. From the drop down menu, choose 'Mark as Firm Order'. **iOS** **Browser **

Who set up the list of carriers for me to show the risk to?

Your administrator is able to set up the list of carriers to whom you can show a risk. You should contact your administrator to resolve queries in regards to your list of carriers.

How do I offer line guidance? Can I offer a range?

Yes, you can offer a percentage range when choosing a line guidance. After showing a Firm Order to carrier(s), you can [_propose a new written line percentage_.][1] **Instructions** 1. Enter the Firm Order document. 2. Select the 'Actions' menu (or '≡' on iOS) to enter the actions menu. 3. Select "Show To Car…

Can I ‘Ignore Pages’ when uploading a slip?

Yes, you can exclude pages when uploading a risk using the 'Ignore Pages' feature. You may wish to skip the cover sheet or there may be pages within the MRC that are better uploaded as an attachment. In these cases, pages should be excluded using the 'Ignore Pages' feature. **Browser ** 1. Choose a risk to digiti…

How can I withdraw a request to quote?

A broker can withdraw a request to quote: **Instructions** 1. Select the request to quote you would like to withdraw. 2. Click the 'Actions' menu (or '≡' on iOS) in that document. 3. From the drop down menu, select 'Withdraw'. **iOS** **Browser **

How can I mark a quote as firm order?

**Instructions** 1. Select the quoted risk you wish to mark as firm order. 2. Click the 'Actions' menu (or '≡' on iOS) in that document. 3. From the drop down menu, choose 'Mark as Firm Order'. **iOS** **Browser **

How can I propose a new written line percentage?

Once an underwriter has written lines on a firm order, as a broker, you can propose a new written line percentage. You can do this as many times as you wish, up until you sign the risk. **Instructions** 1. Click the triple bar icon (≡) in the firm order document. 2. Select ‘View Written Lines’ from the drop do…

How do I sign lines?

Once all lines have been written and accepted, you can sign lines: **iOS** 1. Select firm order. 2. Select 'Actions' menu (or '≡' on iOS). 3. From the drop-down menu, select 'View Written Lines'. 4. Under stamps, select the 'Sign Lines' button. 5. [Optional] Select to sign lines to stand and sign down …

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