Brokers

Does it handle endorsements and renewals?

The endorsement function uses many of the same features as placement. It uses the bound risk as a starting point. The record is available for edit and the workflow options are specific to endorsement.

The default position is to assume that a leader only agreement is required. However the entire market may be approached for authorization. When obtained the bind process is identical to the risk. Exports and housekeeping are generated upon completion.

Renewals are handled in an identical manner to the original risk. The core policy number is retained to group records when using the system’s search facility.