ATS
2024 Underwriting

Log-In

You
will be given an initial username and password to use.  You have the option to change your password
by clicking the box on the bottom on the log-in box. Additionally, you may be
presented with a 2-factor login.

Home screen

Option on the menu bar will be limited to your
security settings upon login. Data entry will vary based on each client’s
needs.

Premium adjustments handle renewals and ne business.

Sample Page

Once
selected your list of renewal types will be displayed.

Lists are exportable to PDF of excel, sortable and
searchable via the column headers as well as groupable.

General Information about the Exposure Screens (Samples)

Each
renewal page collects different information based on the line of coverage, and
each page is split into three sections:

·
The top section
displays agency and coordinator information and allows for the selection a fiscal
year.

·
The middle
section is used to add or edit information, and to run reports by fiscal year.

·
The bottom
section is a list (or grid) or all information for your agency regarding the
line of coverage.  You bring data into
the section for viewing or modifying by pressing the edit button corresponding
with the item in the grid.