UW Desktop Endorsements


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Storyboard Description

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Storyboard Text

  • No problem, let me have a look
  • Hi Mr Underwriter, I've got an endorsement for you
  • Is this a risk we lead on? is it a premium change? Let me find the risk to check the information
  • Basic Risk Information
  • Signing Information
  • Claims Information
  • Drag & Drop Zone
  • Everything looks ok Mr Broker. Let me stamp and scan the endorsement for my records
  • Let me associate the scanned document to the record I just found
  • Document Type
  • Endorsement Type
  • Premium Change
  • IRIS Data
  • Notes
  • No.
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