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Broker Portal Support
Broker Tutorial | How to Submit Builder’s Risk Video
TRANSCRIPT: Introduction & Broker Tab (0:00) Today we’re going to be entering a submission in the portal. Log in, and you’ll get to your dashboard. Click New Quote, Builders Risk/Remodelers Risk. It’s going to take you to the Broker page, which will be all your information. Insured Tab (0:30) The next page is the Insured…
Broker Tutorial | How to Submit City Insurance Business Video
TRANSCRIPT: Introduction & Broker Tab (0:00) Hello, and welcome to the Distinguished Programs City Insurance Submission and Portal overview. Today we’ll be going through a basic submission entry, and how to submit it to underwriting for review. The first option you’ll look to select is the new quote option in the top right portion of…
Binding Online for Vacant Buildings and Builders Risk
You can easily quote and bind your Vacant Building and Builders Risk business through the Broker Portal. To learn how to quote and bind online, follow the steps below. If you have Vacant Building or Builders Risk business, you can self-service bind if:∙ The submission is in quoted status∙ Effective date is the current or…
Processing Endorsements on the Portal
You can submit endorsement requests through the Broker Portal. Several endorsement types can be instantly processed and applied to your account(s). Others will be sent to the appropriate team for expedited review. Follow these steps to process an endorsement or update the policy’s point of contact on the Broker Portal. Step 1: Log in to…
Guide To Documents On The Broker Portal
Document Retrieval At Your Fingertips Through the Broker Portal, you can view and save documents associated with your account(s). Open an account, click “All Documents” and you’ll find documents related to that account. Follow the steps below to locate your policy and all associated documents. You will find the following types of documents within the…