Underwriter

8 articles

Approve Endorsement

This article is for Underwriter users.  Broker users are unable to approve endorsements . An open endorsement...

The Dashboard page shows underwriters an easy to view graphical summary of the activity of their Brokerage companie...

This article is for Underwriter users.  Broker users, please  click here. To download an endorsement PDF...

This article is for Underwriter users.  Broker users are unable to edit endorsements. Underwriter users can ed...

As an underwriter your Quotes List contains all quotes from all your broker companies.  To help manage quotes, f...

This article is for Underwriter users.  Broker users are unable to reject endorsements . Only an endorsement ...

This article is for Underwriter users.  Broker users are unable to create or view reports. Reports on quotin...

This article is for Underwriter users.  Broker users are unable to revoke endorsements . If required, an appr...

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