What can I rely upon notes for?
There are three shining characteristics of Notes that help you manage a risk and the integrity of any risk file.
The Notes tab:
- forms a direct line of communication between you and Underwriters respecting a specific risk.
- documents all activity and conversations respecting the risk, helping you understand where the risk is in the process from Quoted to Bound.
- stores information as part of the digital risk file that will remain available to you at any time for reference through your account.