Jan 20, 2020
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Your Slipcase shows all your risks, with selection buttons to filter quotes, firm orders and other risk statuses.
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Risk Overview shows the various stages a risk has been through.
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Contract Detail lets you read the full text of a contract, whatever stage it's at. The navigation pane lets you skip to a particular section.
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History presents a timeline of changes to the contract.
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Chat shows conversations between broker and carrier(s) about one particular risk.
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Events shows a list of actions requiring your attention.
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Attachments shows the supporting files added by broker and underwriter to a risk.