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…
Binding an MTA quote After getting a quote, you will be presented with the results page for the quote. Or else, you may find a MTA completed Quote through the search page and click its' "View" button. On the row for the desired quote and desired insurer, click the actions button on the quote row. This will show the…
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…
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 …
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 …
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…
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…
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…
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…
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 …