When a broker creates an endorsement in Lime Street Marketplace, the underwriter can easily perform a series of simple steps to approve it using the Low Touch feature:
- Action the New Endorsement Created email
- Perform security check
- View Endorsement
- Download the Endorsement PDF and stamp it
- Upload the stamped Endorsement
- Approve the endorsement
This provides the underwriter with a method to approve endorsements through email alerts and an easy to use online form.
Step 1: New Endorsement Created Email
When a broker adds an endorsement, you will receive a New Endorsement Created email with summary details of the endorsement.
In your email application, look for the New Endorsement Created email.
Example of New Endorsement Created Email:
Press the View Endorsement button:
Once pressed a Verification Check may be displayed.
Step 2: View Endorsement
The View Endorsement page opens in your browser.
In this page you can:
- Check the endorsement details
- Download the endorsement PDF, ready to be stamped
- Upload the signed endorsement PDF, once you have added your stamp
- Bind the endorsement
Example of View Endorsement Page:
Step 3: Download Endorsement PDF
Download the Endorsement PDF by pressing the Download button.
Proceed to add your stamp to the downloaded PDF.
Step 4: Upload Stamped PDF
Once ready to upload the signed document, press the Upload button to add the stamped PDF into the system:
Example of File Explorer after pressing Upload Button:
Select the file in the file explorer window and press Open (or similar button) to proceed.
Step 5: Approve the Endorsement
Back in the View Endorsement page the Approve button is now enabled.
Press the Approve button:
A confirm dialog is presented.
Example of Confirm Dialog:
Press the Approve button in the dialog to complete the bind process.
Example of Confirmation Message:
Once successful, the endorsement is approved and the file is uploaded as the stamped Endorsement.