How do I decline a quote request?
Only a carrier can decline a request to quote. A broker cannot decline a quote but instead is able to mark it as NTU. Instructions * Select the request to quote that you would like to decline. * Click the 'Actions' menu (or '≡' on iOS) in that document. * From the drop down menu, select 'Decline'. iOS Brows…
20-Jan-2020
How do I edit a request to quote?
Only an underwriter can edit a request to quote. Requests to quote will appear in the slipcase. Instructions * Select 'Request to Quote' document. * Navigate to line item. * Select 'Edit' button on browser (or pen and paper icon on iOS) * Edit line item. * Click 'Save' (or 'Done' on iOS).
20-Jan-2020
Why has my quote moved to 'Quotes Being Prepared'?
As an underwriter, when you edit a request to quote, it automatically becomes a quote being prepared (QBP). QBP's are editable. They can only be seen by you, not the broker, until you choose to quote that document.
20-Jan-2020
How can I make a second quote?
As a carrier, you can edit a request to quote from a broker and create a second quote: I nstructions * Open a request to quote. * Edit the document. * This will create a 'Quote Being Prepared'. * Click into this document and select the 'Actions' menu (or '≡' on iOS) . * From the drop down menu select 'Clone…
20-Jan-2020
Can an underwriter add a signature (scratch) using the browser?
No, underwriters cannot edit their signature (scratch) using the browser. This feature is available on the iOS app on iPad or iPhone devices. This is because it is easier to draw your signature using the iPad or iPhone touch screen rather than a desktop mouse. Please see here for how to draw your scratch.
20-Jan-2020
How do I quote a risk?
As a carrier, you can quote a risk from a request to quote: Instructions * Select 'Request to Quote' document. * Select 'Actions' menu (or '≡' on iOS). * [Optional] Edit 'Request to Quote' document. * From the drop-down menu, select 'Quote'. * Quoted risk is sent to broker. iOS Tutorial Browser Tutorial
11-Feb-2020
How can I write a split line stamp?
Follow the process of writing a line . You have the option to choose multiple stamps when adding your written line. iOS:
20-Jan-2020
How do I add subjectivities?
When adding a written line, you have the option to add subjectivities. These can be with and/or without a deadline date. Subjectivities with a deadline may have the cover type: either 'Holding Cover' or 'No Cover Given'. Follow the process of writing a line . Upon entering the terms of your line: Instructions …
20-Jan-2020
How do I add line conditions? Can I create my own?
When adding a written line, you have the option to add line conditions. Currently, you cannot create your own. Follow the process of writing a line . Upon entering the terms of your line: Instructions * Select 'Line Conditions' (under 'Additional Line Options' on iOS). * Select from four line conditions: …
20-Jan-2020
Can I edit my signature (scratch)?
Drawing and editing your signature (scratch) is only available on the iOS app on iPad or iPhone. As it is easier to draw your signature using the iPad's touch screen, this feature is not available on browser. To draw and edit your scratch: iOS * Select the firm order. * Click the 'Actions' menu (or '≡' on…
20-Jan-2020
