Creating an MTA quote on a live Policy
Creating an MTA quote on a live Policy To create a MTA quote, first use the desired policy. Either from one quote you just bought or found in the search page. Going into the results page of the policy (pressing the View button in the search page), you will be able to see the policy details and options, along with a …
Locking a Client
Locking Clients If a user is working on a quote for a client, the Client Details page, the quote itself and all other quotes for that client are locked until the user logs out of Digital Trader, the user manually unlocks the client, or the user’s session expires. If a Digital Trader session is terminated by closing…
Unlocking a Client
There are multiple ways to unlock a client within Digital Trader. Follow the steps below to unlock a client. Unlock Client Manually To manually unlock a client, click the “Unlock” button in the client details from any of the following locations: Results/policy pages within quote workflow Edit Client Details …
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…
Integrated Cancellation
Creating a Cancellation Quote On the Policy page, click the “Cancel Policy” button (shown here in red). When the cancel dialog appears, fill out any required information and click “Cancel Policy”. If you do not wish to proceed through the cancellation steps, click the “Cancel” or “X” button in the dialog. Cli…
Session Expiry
You can not log into Digital Trader from multiple devices at the same time. If you are already logged in to Digital Trader on one device, using the same account credentials to log in to Digital Trader at the same time from another computer or device will terminate the original session. The original session will…
Action - Premium Override
If a request has resulted in a Quoted response, the broker may be presented with a “Premium Override” button under the Actions dropdown. SCREENSHOT This opens a pop-up which will allow the user to override the original premium that was returned by the insurer. SCREENSHOT The options present on the overrid…
Forgot DigitalTrader Password
If you forget your password, please click on the ‘Forgot Password’ link on the ‘Sign In’ page. An automated email is sent to your email address. This email is to ensure that you are the owner of the email address associated with the account. It may take up to five minutes for the email to reach your account…
Reset DigitalTrader Password
Your Digital Trader password can be reset at any time by clicking on the ‘Reset Password’ button at the top of the Profile page. On clicking this button, an automated email is sent to your email address. This email is to ensure that you are the owner of the email address associated with the account. It may ta…
New User Login
In your browser, go to Please enter your Digital Trader account name (email address) and password. After signing in the following is displayed: As the text in the above screen states, an automated email is sent to your email address. This email is to ensure that you are the owner of the email addre…
