Useful information

Please see below a list of useful forms and information, always refer back to this page for the most up to date information.

Onboarding forms

New broker onboarding form_v.1.2
New broker onboarding form – guidance notes
New carrier onboarding form_v1.3
New carrier onboarding form – guidance notes
Existing firm – PPL users & teams onboarding form_v1.1
Existing carrier – PPL new stamp configuration form_v1.2

Adoption

Guidelines for PPL use 2019

Brochures

PPL brochure
PPL process brochure
PPL facilities brochure

Broker usage information

PPL broker setup and usage – July 2020

Brokers and carriers on PPL

Brokers and carriers on PPL – September 2020
PPL publicity contacts – August 2020

Feedback and requests for change

PPL feedback and change request form

Training (PPL learning management system)

PPL training: learning management system navigation guide
PPL Training: organisation administrator guide

Training (frequently asked questions)

PPL – frequently asked questions_v1
PPL – comparing documents
PPL – backload facility amendment
PPL – amending disabled stamp on firm order
PPL – endorsing a risk when a stamp is disabled
PPL – download company configuration

Training (user training course outlines)

Broker administrator – placing facilities training course outline
Broker expert user placing declarations training course outline
Train the trainer course outline
Underwriter training course outline
Broker training course outline
Broker quote course outline
Underwriter quote course outline

PPL GDPR privacy notice

PPL GDPR privacy notice

PPL structure & organisation

PPL structure and governance

Integration with PPL

Robotic process automation and PPL

Interchange agreement

Interchange agreement v1.5 v2

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