Sharing Templates Across Teams

Template Managers may now give multiple teams access to specific templates, allowing brokers on all those teams to access the template as if it were native to their team. This allows Template Managers to update a single template document and be confident that their changes are correctly propagated to all appropriate users.

Stamp Visibility Options

Brokers can choose how visible underwriters’ stamps are to other underwriters on all types of contracts. On declarations, followers can always see their facility leader’s stamp, and the broker retains full visibility of all stamps at all times. Visibility settings can be set as mandatory, allowing control at the organisational level.

Sectioning Bindable Quotes and Shown Firm Orders

It is now possible to retrosection a non-sectioned shown Bindable Quote or shown contract at the firm order stage. This allows brokers to add sections as necessary after the contract has been seen by one or more underwriters, when it is otherwise uneditable.

Defined Data Tags for New Contract Headings

Two new standard contract headings with associated Defined Data tags have been added to the Platform, covering clauses and wordings. These additions allow users the flexibility to tag clauses or wordings under their own dedicated contract heading/s. 

Enhancements

• Signed Line Values in Mid-Term Participant Change Endorsements
• Policyholder Contract Heading Automatically Included in Endorsements
• Flexible Font Sizes
• Soft Line Breaks (simply hit Shift + Enter whilst editing)