Your role

Multiple user roles are available to help manage and control business within your Company with speed and ease.

Brokers

Your role is to:

• manage risks in your portfolio through the entire risk journey from within your account
• ensure accuracy and completeness of all answers within the risk application - this is the surest way to obtain an auto-rate
• equip yourself with accurate information about taxes within the jurisdictions you choose to transact business – without this information you will not be able to bind a risk

Accounts 

Individuals responsible for:

• ensuring prompt payment using the Submit Bordereaux function – a payment solution that supports ease and accuracy of your company account

Quick tip! As a Principal Broker, your role covers all of the above.  Principal Brokers maintain the full company account and have capabilities other roles do not have. Principal Brokers have a view on all company activity.