Broker Actions

8 articles

Broker Actions Overview

Actions allow you to perform tasks on quotes and risks. In the Quote List page there is an Actions button for each...

If the customer decides not to proceed any further with the quote, then you can change the status of a VRI or Quoted ...

For a quote with status Quoted or VRI you can view a Quote Overview page to help manage the quote.   The...

If the customer decides to proceed with the quote from a particular carrier, you can change the status of a Quoted ...

Once a quote has been bound by an underwriter, the stamped binding slip is available to view and download for that...

Once a quote has been bound by an underwriter, endorsements can be added and managed for that bound risk.  You...

Where a carrier has quoted a VRI, you can view the VRI Slip in the Quote Overview page. Access the Quote Overvie...

You can only download the PDF version of a quote slip if you have sent the quote to underwriters.If your quote is still ...

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