About risk 'Notes'

The Notes tab is found at the top of your page for each risk opportunity you are managing.  

Notes provides a user-friendly path of communication between you and Underwriters. You can also use this page to make Notes for yourself. This tab helps you maintain the integrity of each risk file – from within your account.

Notes are an integral part of the digital risk file. 

The Notes tab records:

• notes you append to the risk file for your own reference using the Add Note button
• notes you send to Underwriters using the Contact Underwriter button. This will send Underwriters a notification that a Note is waiting for them
• any notes Underwriters send you
• any System Notes produced by Glide. These System Notes track the progress of the risk

Quick tip!  If you feel you have sent a note to Underwriters and await a reply, try again. When doing so, ensure you choose the Contact Underwriter button - this is the only way Underwriters are notified you have a specific note for them.  We also recommend you check your Junk Mail in the event the email has found its way there.