Support & Training

Following our client onboarding process, we offer a range of training and support options to get users up to speed with the platform. In platform tools, such as our admin portal and knowledge base, empower users with the ability to self serve as desired. 

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.

Mastering Digital Contract Creation

Join us at our new CII CPD accredited course.

 

Next course details:

Date: Tuesday 17th November 2026 (Full Day including lunch)

Location: Verisk Offices, 22 Bishopsgate, London

Cost: £1,000 per delegate / £1,800 for two delegates (Max 2 per organisation)

This is the only comprehensive digital contract training course in the market, giving a hands-on interactive experience. Users leave as experts in creating fully digital data-first contracts and can log official CPD hours with the course being CII accredited.

Broker Training

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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.

Underwriter Training

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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.

Library Admins

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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.

Support Team Details

Support Hours: Monday - Friday (8am-7pm GMT)

Contact Number: +44 203 994 0700

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