Notes from you

All Notes made by you will reference your name as the author of the Note. 

You are encouraged to record a note whenever there is a request for Special Acceptance Underwriting (SAU) or when you have a question on coverage. There will be times you may be otherwise prompted to record a note for Underwriters. 

When making notes:

  • use the Contact Underwriter button to trigger dialogue with Underwriters. Each time you choose this button, Underwriters will receive a notification of your new note. All replies from Underwriters will remain in the Notes tab of the risk file; you can dialogue with Underwriters for any amount of time prior to choosing to Quote or Bind the risk
  • use the Add Note button to solely append a note to the risk file. Any notes you record will be visible to the Underwriter.