Notes as part of the digital risk file

The Notes tab is an integral part of the digital risk file. Notes help maintain the integrity of an entire risk file, from within your account. 

All Notes are visible to you, Underwriters, and any Principal Broker(s) that manage the Company account; this information is not published into Quote or Certificate documents. Items recorded within the Notes tab are time stamped and offer immediate reference to the appropriate risk version. 

Under Notes, you will find:

Quick tip!  If you feel you have sent a note to Underwriters and haven't hear back, 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. The " Add Note" button will append a note to the risk file only.