Manage your risk portfolio

Your Dashboard is a visual display of risks within your account; here you will also find statistics on total account activity. The Search function will help you quickly find a single risk at any time so you can help push it through its journey to bound.

To help you understand where a risk is in its journey it is important to be familiar with three characteristics unique to each proposal you create in the platform or that is sent to you as a web proposal - the risk ID, the risk version, and the risk status:

Quick tip! The ID, risk version, and risk status will appear in the top right corner of each risk file. If you open risk history, you will see the status of each risk version you have managed... for each risk. Each risk will be defined by the risk ID.