Starting today, you can view new underwriting events in the Business Tracker!
You can now:
- Receive a notification as soon as a contract is opened
- Track the progress of an application (for new sales only)
- Easily consult requirements to be returned
This update gives you a more complete and centralized view of your files, right in your work tool.
Please note that the existing tools for submitting underwriting requirements have not changed. We’ll let you know as soon as notifications for online underwriting changes are added.
Two new search filters
To make your searches easier and more targeted, we’ve added the Contract Opening filter and the Requirements – Contract opening – Insurance filter.
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Please note that we have updated the online training for this tool to support you with these changes.
Need help? Contact the IT Help Desk at 1-866-610-5101.
