Non-Integrated Cancellation
Non-Integrated Cancellation Not all insurers support policy cancellation through the Digital Trader system. If the insurer does not support policy cancellations through the Digital Trader system, there are still steps to follow to mark the policy as cancelled. In these scenarios please contact the insurer outside …
BDT Reference
The Digital Trader system creates a unique reference number for each request for cover for a client. This is displayed as the BDT Reference on the Search, Quote, and Results pages. This reference number can be used when searching for Quotes or Policies relating to this request for cover, or when contactin…
Search
On logging into Digital Trader, you are directed to the ‘Search’ page. This page shows the quotes run by all users in your broker office. Search Filters You can enter Search text to return specific, for example using the Digital Trader Reference number, or an insurer's Quote or Policy reference. You can al…
Policy Cancellation
Policy Cancellation In some circumstances, a broker may wish to cancel a policy. Depending on Insurer, this can be accomplished in Digital Trader using the “Cancel Policy” workflow on the Policy page. Difference between Manual and Integrated Cancellation Some insurers support policy cancellations directly thro…
Action - Check Status
A request to an insurer may result in an Acknowledged status, indicating that the insurer has received the request but can not provide an immediate response. In most cases, this will be because an underwriter needs to review the information. To allow the broker to check whether the Acknowledged request has been …
Non-Integrated Cancellation Draft
Non-Integrated Cancellation Not all insurers support policy cancellation through the Digital Trader system. If the insurer does not support policy cancellations through the Digital Trader system, there are still steps to follow to mark the policy as cancelled. In these scenarios please contact the insurer outside …
Action - Refer to Underwriter
If a request has resulted in an Insurer-Led Referral or Quoted response, the broker may be presented with a “Refer to Underwriter” button under the Actions dropdown. SCREENSHOT The purpose of this action depends on the original status: * Insurer-Led Referral - to let the insurer know that the broker wants to…
Action - Copy
Once a broker has submitted a quote via the quote form and can view the Results page, they will have the option to Copy the submitted risk data to a new Digital Trader quote form. This quote form will load with all of the data of the previous quote. SCREENSHOT Note that only the most recent quote run can be cop…
Rejecting an open MTA quote
Rejecting and Open MTA Quote To Reject an MTA quote (before purchase), enter the MTA quote’s results page, by clicking view of the desired quote on the search page, and then click the Reject button. This will prompt a small pop up to confirm the rejection. Clicking Yes proceeds with the Rejection. The page refr…
Editing an open MTA quote
When editing a MTA quote, most fields should be prefilled. The prefilled information is from the original new business quote’s response information (some of the information can be seen on the previous quote's details in the result page), of which the quote was bought off of, and also of the previous quote's request i…
