How do I mark a quote as NTU?
When a broker accepts a carrier's quote, the other quotes are automatically marked as NTU (not taken up). You are also able to manually mark a Quote as NTU: Instructions * Select the Quoted risk you wish to mark as NTU. * Click the 'Actions' menu (or '≡' on iOS) in that document. * From the drop down menu, …
27-Jan-2020
How do I show a firm order to carriers?
Instructions * Select firm order. * Select 'Actions' menu (or '≡' on iOS). * From the drop-down menu, select 'Show Firm Order'. * Select carriers to show firm order. * Input line guidance % or select a range. * [Optional] Suggest stamps. * [Optional] Select lead underwriter. iOS Tutorial Browser Tutori…
20-Jan-2020
How can I sign lines to stand?
You have the option to sign lines to stand and portion down carriers' written line percentages to reach 100%. However, if a carrier has already selected 'Line to Stand' as a line condition, they will automatically be marked as 'To Stand' when you come to signing the lines. You will not be able to deselect 'To Stand' …
20-Jan-2020
How do I request a quote from carriers?
As a broker, you can either 'Show for Quote' from a draft or 'Forward as Quote Request' from a quoted risk. Show for quote from a draft: * Select the draft you wish to 'Show for Quote'. * Click the 'Actions' menu (or '≡' on iOS) in that document. * From the drop down menu, select 'Show for Quote'. * Choose wh…
22-Jan-2020
How can I create multiple sections on a risk?
As a broker, you can create more than one section on a risk. On a multi-sectioned risk: * You can add and remove sections up until the risk is signed . * You cannot edit or remove sections if there is a line guidance or written line for that section (unless you withdraw the firm orders or the carrier(s)…
20-Jan-2020
How do I digitise a slip?
Browser * Open your slipcase. This should be the page you see when you login. * Click the cloud with an arrow icon. * Select 'Choose file'. * Select the document you wish to digitise. * Select 'Open' and then 'Digitise'. * You have the option to 'Ignore Pages'. * Continue and click 'Publish'.
20-Jan-2020
How can I create an endorsement?
To create an endorsement to a firm order or a signed risk: Instructions * Select the Signed risk where you wish to create an Endorsement. * Click the 'Actions' menu (or '≡' on iOS) in that document. * From the drop down menu, choose 'Create Endorsement'. iOS Browser
20-Jan-2020
The underwriter I'm looking for isn’t on the list. How do I add them?
If the underwriter you're looking for is not on the list of available carriers, this means that the underwriter is not in the system. Please contact your administrator to add them.
20-Jan-2020
