Bound Risks tile

This Dashboard tile helps you quickly access any risk you have bound. As a Principal Broker, you can access all risks that have been bound within the Company from this Dashboard tile.

From here, you can open any bound risk to:

  • view the details of the risk file
  • find your invoice
  • find the certificate/policy document
  • email documents from your account
  • amend the bound risk
Quick tip!  In the event you seek to amend a bound risk, the risk will move out of this tile and flow into the 'SAU Risks Pending' and 'Amendments to be Bound' tiles. 

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