1 00:00:03,000 --> 00:00:05,320 Search Clients before creating a new organisation. 2 00:00:05,320 --> 00:00:09,440 Complete the client identity and address using the information supplied. 3 00:00:09,440 --> 00:00:13,400 Add the primary contact who will receive client correspondence. 4 00:00:13,400 --> 00:00:16,120 Describe the business and record the relevant risk information. 5 00:00:16,120 --> 00:00:19,160 Create the client, then review its saved Overview and Contacts. 6 00:00:19,160 --> 00:00:20,960 Use Contacts to review the people and addresses linked to the client. 7 00:00:20,960 --> 00:00:24,840 Create a Deal from the client. Give it a useful Internal Label and select the Product. 8 00:00:24,840 --> 00:00:28,160 Set the Stage and Deal type. Status describes the opportunity separately from placement progress. 9 00:00:28,160 --> 00:00:32,120 Record the requested policy period and the colleague responsible for the Deal. 10 00:00:32,120 --> 00:00:36,960 Choose the requested geography and enter the Product Fields relevant to this risk. 11 00:00:36,960 --> 00:00:40,000 Save the Deal. The client is already linked as the insured. 12 00:00:45,600 --> 00:00:49,680 From the Deal, choose Create Insurer Submission to prepare the insurer marketing pack. 13 00:00:49,680 --> 00:00:52,680 Record the response deadline and the cover options you are asking insurers to quote. 14 00:00:52,680 --> 00:00:54,480 Select the insurer market and check its named or team recipients. 15 00:00:54,480 --> 00:00:57,520 Attach the risk information that insurers need to assess the request. 16 00:00:57,520 --> 00:01:01,680 Save the Draft Submission before preparing it for delivery. 17 00:01:01,680 --> 00:01:04,840 Use PDF to review the outward pack. Mark Prepared validates the pack without sending it. 18 00:01:04,840 --> 00:01:08,280 Confirm preparation, then open Send Insurer Submission. 19 00:01:08,280 --> 00:01:10,520 Check the attached files and Underwriter recipients. Each insurer receives a separate email. 20 00:01:10,520 --> 00:01:14,920 Review the subject and message, then submit the send once. 21 00:01:14,920 --> 00:01:16,160 Open Delivery & responses to check the saved outcome before continuing. 22 00:01:16,160 --> 00:01:18,360 Check the retained send outcome before continuing. 23 00:01:23,960 --> 00:01:25,760 When the insurer replies, open the sent Submission and choose Add Insurer Response. 24 00:01:25,760 --> 00:01:28,480 Choose the responding insurer and record when its terms were received. 25 00:01:28,480 --> 00:01:33,040 Upload the insurer’s original PDF and give the evidence a clear title and reference. 26 00:01:33,040 --> 00:01:38,040 Save the Response against this Submission. Replies are recorded from the evidence you received. 27 00:01:38,040 --> 00:01:39,840 Open Delivery & responses to find the saved insurer reply. 28 00:01:39,840 --> 00:01:42,920 Open the saved Response and check its source evidence before creating a Quotation. 29 00:01:48,520 --> 00:01:52,120 Choose Create Quotation on the Response to start AI extraction of its retained source. 30 00:01:52,120 --> 00:01:55,520 Review the AI warnings and check the extracted terms against the original insurer evidence. 31 00:01:55,520 --> 00:01:59,440 Check the dates, premium and commission percentage. Commission Amount is calculated automatically. 32 00:01:59,440 --> 00:02:02,280 Quoted Product Fields are independent. Clear a requested value that the insurer has not confirmed. 33 00:02:02,280 --> 00:02:04,720 Review the full Coverage and terms document, including its table, conditions and exclusions. 34 00:02:04,720 --> 00:02:06,600 Coverage and terms is outward-facing. Remove broker-only wording before sharing it with the client. 35 00:02:06,600 --> 00:02:09,200 Check the coverage table and all qualifications. Headline amounts do not replace the detailed wording. 36 00:02:09,200 --> 00:02:13,320 Reduce the editor and create the reviewed Quotation. Saving does not send it or record acceptance. 37 00:02:18,920 --> 00:02:22,200 Review the saved Quotation Overview and open Terms to check the client-facing wording. 38 00:02:22,200 --> 00:02:24,000 Mark Ready to Send confirms preparation. The email is sent in a separate action. 39 00:02:24,000 --> 00:02:27,920 Confirm preparation, then choose Send Quotation to Client. 40 00:02:27,920 --> 00:02:32,040 Check the client contact, generated Quotation and email. Send once and wait for the result. 41 00:02:32,040 --> 00:02:33,840 After the client instructs you to proceed, choose Select Quotation for the accepted option. 42 00:02:33,840 --> 00:02:36,000 Record the actual acceptance method, time and supporting instruction. 43 00:02:36,000 --> 00:02:41,480 Record Client Acceptance locks this option and starts placement. It does not bind the insurance. 44 00:02:47,080 --> 00:02:50,240 On the accepted Quotation, review FOS PDF from the PDFs menu. 45 00:02:50,240 --> 00:02:54,520 Mark the FOS ready. Preparation still does not send or bind the placement. 46 00:02:54,520 --> 00:02:56,320 Open Send FOS to Insurer and review the insurer groups and Underwriter recipients. 47 00:02:56,320 --> 00:02:59,200 Select the insurer first, then select its intended Underwriter recipients. 48 00:02:59,200 --> 00:03:03,360 Check the email and send the FOS. This requests insurer agreement; it does not bind cover. 49 00:03:03,360 --> 00:03:07,160 Check Delivery & binding for the saved insurer delivery outcome. 50 00:03:07,160 --> 00:03:08,960 After receiving insurer agreement, choose Confirm Bound. 51 00:03:08,960 --> 00:03:12,640 Check the Policy label, agreed bound terms and actual policy dates. 52 00:03:12,640 --> 00:03:14,440 Retain one insurer-confirmation note or a new evidence file supporting the agreed placement. 53 00:03:14,440 --> 00:03:16,240 Enter the actual binding date, then confirm the agreed placement. 54 00:03:16,240 --> 00:03:21,760 Confirm Bound creates the Policy. Open View Policy to continue with its details and documents. 55 00:03:27,360 --> 00:03:30,520 Open Edit on the created Policy and check the bound outcome against the insurer schedule. 56 00:03:30,520 --> 00:03:32,320 Record the insurer’s policy reference. The Policy has its own label and agreed bound terms. 57 00:03:32,320 --> 00:03:36,200 Save the Policy details and return to its Overview. 58 00:03:36,200 --> 00:03:40,480 The Cover Note is optional. Review Cover Note PDF, then mark it ready if you need to send it. 59 00:03:40,480 --> 00:03:45,520 Confirm preparation, then open Send Cover Note to Client and review the recipients and message. 60 00:03:45,520 --> 00:03:50,360 Send the optional Cover Note and wait for its recorded result. 61 00:03:50,360 --> 00:03:54,160 Open Documents and choose Upload new document for the insurer’s actual Policy schedule. 62 00:03:54,160 --> 00:03:57,160 Upload the actual file, give it a clear title and check the Document type. 63 00:03:57,160 --> 00:03:59,800 Complete the upload. The file is now linked to the Policy; uploading alone does not send it. 64 00:03:59,800 --> 00:04:02,840 Use View or Download to check the retained file, then open the Document record. 65 00:04:02,840 --> 00:04:05,480 Choose Send Document to Client. Check the exact filename, recipients and message. 66 00:04:05,480 --> 00:04:09,160 Send the checked document and wait for the result before leaving the page. 67 00:04:09,160 --> 00:04:11,560 The Policy records the bound outcome. Hand over the agreed commercial details when Accounting work is due.