Support & Training

For those looking for a more in depth understanding to optimise their platform experience, we also provide regular role specific training sessions run by our dedicated Platform Training Consultant. See below for further information on each session type, with full agendas and upcoming session slots available to book via the registration links.

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Online Demonstration via Microsoft Teams

With Broker users harbouring the more complex side of the 2 platform UIs, we offer multiple training session types – Fundamental and Optimal.

Across both sessions, Broker users can obtain a comprehensive understanding of the basic and advanced functionalities the platform has to offer - including contract/template creation, negotiation, and review features, as well as all placement stages, from quote requests to signing, corrections and endorsements.

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Online Demonstration via Microsoft Teams

This session focuses on all functionality available specifically within the Underwriter UI.

Users will be exposed to platform navigation, contract editing/review features, and all potential Broker request types - including quoting, adding written lines with subjectivities, corrections, and accepting endorsements.

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Online Demonstration via Microsoft Teams

In this session, users are provided with an in-depth understanding of how to populate and maintain the platform’s new Library functionality.

After the appropriate permission has been provided by an Internal Admin User, Brokers and Underwriters can manage a controlled storage of common Standard Headings, Clauses, and Wordings, available to insert into your Contracts and Templates.