Client Support

Please see below a list of useful information, forms and guides to support you and your platform users.
Your Key Contacts

  PPL Key Contacts on a page

Onboarding New Users | Teams | Stamps
  New users configuration form [brokers/carriers]

  Broker onboarding form [brokers] new organisations | companies | branches | teams
  Broker onboarding guidance notes [brokers]

  Carrier onboarding form [carriers] new organisations | companies | branches | teams
  Carrier onboarding guidance notes [carriers]
  Stamps Configuration form [carriers]
  Stamps Guidelines [carriers]

Renewing Risks on PPL

Renewals for brokers:

  Brokers Renewal Infographics
  Cloning Clone a placement or contract to speed up renewals
  Other useful renewal features for brokers Tips and tricks to help with renewals

Renewals for underwriters:

  Underwriters Renewal Infographics
  Useful renewal features for underwriters Tips and tricks to help with renewals
  Change Risk Code or Underwriter Reference

Training & Support

Guide to navigate the Learning Management System (LMS). Users can enrol on virtual & in-person sessions, watch classroom recordings and go through short training videos.

  Learning with the LMS for Brokers
  Learning with the LMS for Underwriters
  Platform demonstrations

Management Information

  MI for brokers
  MI for carriers

Change Requests
  Change Request form

If you are requesting a change to the platform, please ensure that a change request form is completed for each individual change.

Corporate Statements

  PPL GDPR privacy notice
  PPL Modern Slavery & Human Trafficking statement

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