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.