Onboarding New Users | Teams | Stamps
[brokers] new organisations | companies | branches | teams Broker onboarding form
[brokers] Broker onboarding guidance notes
[carriers] new organisations | companies | branches | teams Carrier onboarding form
[carriers] Carrier onboarding guidance notes
[carriers] Stamps Configuration form
[carriers] Stamps Guidelines
Renewing Risks on PPL
Renewals for brokers:
Brokers Renewal Infographics
Clone a placement or contract to speed up renewals Cloning
Tips and tricks to help with renewals Other useful renewal features for brokers
Renewals for underwriters:
Underwriters Renewal Infographics
Tips and tricks to help with renewals Useful renewal features for underwriters
Managing the Underwriter Dashboard
Change Risk Code or Underwriter Reference
Training & Support
Change Requests
Arrange a conversation with one of our Relationship Managers