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…
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…
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 …
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 …
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 …
Binding an MTA quote
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…
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…
Creating a New Client
Completing the ‘New Client’ Form a) Click on ‘New Client’ in the top right corner of the page. The following is displayed: b) The fields with the red asterisk are compulsory and must be answered. Using Address Search to populate Correspondence Address fields a) For optimum address accuracy, use the ‘Search …
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…
Details Pop-Up
When a quote run has completed, a Details button will be present for each insurer that was selected on that run. SCREENSHOT This pop-up can be opened to display full details of the response returned by that insurer. Endorsements and Quote Conditions Any Endorsements or Quote Conditions returned by that insu…
