Yes, you can filter through slips in your slipcase.

Instructions

• These filters will be available at the left of your screen via a collapsable menu (adjust using arrows symbol) :

  • All.

  • Drafts (for brokers only).

  • Requests to quote.

  • Quotes being prepared (for carriers only).

  • Quoted.

  • Firm orders.

  • Signed.

  • Endorsements.

• You also have the option to filter by 'All' risks and 'My Risks', shown at the top of the screen.

  • If you are the owner of a risk, only these slips will be shown when you select 'My Risks'.