Authority granted to brokers

All brokers have great control in managing sales opportunities and bound risk proposals. 

At minimum, each broker user has the authority to:

Produce Business

  • Create a weblink that pushes more applications into their account
  • Generate a quote along with draft wording 
  • Bind a quote and produce a Certificate immediately
  • Clone a risk 
  • Manage renewals (using the renewal reminder or Clone options)

Manage their Sales Funnel

  • Save a risk proposal for future editing
  • Withdraw a risk that is not priced and remove it from their funnel
  • Remove a risk that is priced from their funnel by marking it as NTU (Not Taken Up)
  • Amend a bound risk proposal

Connect with Underwriters

  • Ability to liaise with Underwriters directly through the Notes tab of a risk file
  • Negotiate with Underwriters through the Notes tab of a risk file
Quick tip! Broker users solely manage sales activity. All payments are managed by the Principal Broker or Accounts users at the Company.

Disclaimer! The Knowledge Centre covers all features of the Glide platform. Some details in this article may not be applicable to your version of Glide.

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