Learn about the platform, the risk journey, your role, and how to quote and bind
22 articles
For Principal Brokers; learn to manage staff access, activity, web links, finances
11 articles
Learn how dashboard shortcuts can help you manage your portfolio
14 articles
Learn how to initiate a quote directly from your account that is ready for bidning
14 articles
Learn how to manage web proposals that arrive into your account
10 articles
Learn how to generate more business using the web link marketing feature
11 articles
Learn how you can email clients directly from within your account
8 articles
Learn how to manage your Company activity and generate reports
5 articles
Key terms used in the platform and key actions to manage your risk portfolio
1 article
Learn how to bind a risk & issue certificates for quotes that are automatically rated
7 articles
Learn to manage risk activity by removing stale proposals entered but not quoted
2 articles
Learn how to amend a risk and push it through to Underwriters for review and rating
3 articles
Frequently asked questions about SAU
9 articles
Learn how to use the risk ID in searches. The risk ID forms the digital risk file
3 articles
Learn how to use the risk history and find your most recent version of a risk
5 articles
Learn how to read the 'Status' ticker at the top of your screen
10 articles
Lean how to read the risk history and how to work with any version of a risk
3 articles
Communicating with Underwriters is clean and easy. Learn how to here
10 articles
Gain insight into your business activity through reporting and your Dashboard
4 articles
You have flexibility in how your commissions are applied; learn how to here.
7 articles
Online payment management saves everyone time and money. Learn about batch payments
14 articles
Learn how simple it is to manage renewable business with the 'Clone' function
4 articles
Determine the best method to pay. Simplify administration & assure account continuity
2 articles
Learn about your role & the need to have your tax rates ready now - ahead of binding
11 articles