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 …
How do I show a firm order to carriers?
**Instructions** 1. Select firm order. 2. Select 'Actions' menu (or '≡' on iOS). 3. From the drop-down menu, select 'Show Firm Order'. 4. Select carriers to show firm order. 5. Input line guidance % or select a range. 6. [Optional] Suggest stamps. 7. [Optional] Select lead underwriter. **iOS Tuto…
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' f…
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:** 1. Select the draft you wish to 'Show for Quote'. 2. Click the 'Actions' menu (or '≡' on iOS) in that document. 3. From the drop down menu, select 'Show for Quote'. …
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][1]_. * You cannot edit or remove sections if there is a _[line guidance][2]_ or _[written line][3]_ for that section (unless you _[withdraw the firm orders]…
How do I digitise a slip?
**Browser ** 1. Open your slipcase. This should be the page you see when you login. 2. Click the cloud with an arrow icon. 3. Select 'Choose file'. 4. Select the document you wish to digitise. 5. Select 'Open' and then 'Digitise'. 6. You have the option to 'Ignore Pages'. 7. Continue and click 'Pu…
How can I create an endorsement?
To create an endorsement to a firm order or a signed risk: **Instructions** 1. Select the Signed risk where you wish to create an Endorsement. 2. Click the 'Actions' menu (or '≡' on iOS) in that document. 3. From the drop down menu, choose 'Create Endorsement'. **iOS** **Browser **
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.
