Adding new requirement templates

Adding new requirement templates

To create a new template, navigate to the “Templates” page, select the “Add New Template” button.  This will open a new dialogue box with 4 simple steps.


Template Details - Name your Template.
Select Coverages - From the dropdown selections, choose the coverage types for which you would like to create a standardized template.
Coverages- Add any required instruction text, minimal required carrier rating and additional remarks that your require from your Suppliers’ policies.
Additional Documents - Add any additional doc​​​​uments you wish attached to the template. 

Select Submit & Close. Your new template will be added to your available options.


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