The Basics
Learn about the platform, the risk journey, your role, and how to quote and bind
- Introduction
- The platform
- Quick reference guide
- About your account
- Your role
- What is a 'Risk'?
- Digital risk files
- Risk journey
- Generate your first quote
- Bind your first quote
- Use web links to produce more business
- Special Acceptance Underwriting (SAU)
- Edit a risk proposal
- Save your risk proposal
- Search for a risk proposal
- Manage your commissions
- Manage your risk portfolio
- Emailing documents
- Making a payment
- Responsibility for taxes