Follow an operational task from its first record to its completed outcome. Choose the guide that matches where your placement starts.
Operations · Complete workflow
Create the client and Deal, approach insurers, review Quotations, record acceptance and binding, then deliver Policy documents. Includes refreshed screenshots, seven captioned chapters and the complete walkthrough.
Version 2.0 · 24 October 2026
Read the Operations guideOperations · Alternative starting point
Enter insurer terms directly against an existing Deal, without Submission/Response steps, then continue through client acceptance, FOS and binding.
Version 1.0 · 24 October 2026
Read the direct Quotation guideOperations · AI-assisted capture
Extract from a genuine Insurer Response or a direct insurer source. Choose one complete offer, review its financial and coverage terms, and save the Draft.
Version 1.0 · 24 October 2026
Read the AI capture guideOperations · Off-system binding
Record a genuinely bound Policy directly from the Deal, with agreed terms and insurer evidence, where binding was completed outside the platform Quotation/FOS workflow.
Version 1.0 · 24 October 2026
Read the direct Policy guideBilling, Payments and Reporting will be covered in a separate Accounting guide.
