Collaboration is at the forefront of our platform, enabling you to work and share information with the different parties involved in the insurance process.

Here are all the types of collaborators your submission can be shared with:

Share with Authorized Representative

Adding an authorized representative gives them access to all functions permitted to the Company Profile creator. This means being able to do all of the following on your behalf:

• Create insurance submissions
• Modify account information
• Add additional authorized representatives to the account
• Delete the account

Adding an Authorized Representative

To add an authorized representative, follow these steps:

Once submitted, you should see that the addition was successful and find the user's email address added as an authorized representative.

Share with Brokerage

Sharing your submission with a brokerage allows them to have complete access to your submission. This means that, only for that submission, the brokerage will be able to:

• Use your submission information including completed forms to gather quotes for your risk
• Talk to insurers regarding your submission including the ability to share submission contents with insurance company underwriters
• Modify information about your risk in your submission

This does not give them the ability to:

• Delete your account
• Access submissions to which they are not assigned to

To share with a brokerage, follow these steps:

1. In the Submissions page, click View on the submission you would like to share.
2. Click the Brokerage button in the top right corner of the page.

You can share the submission with a known broker (i.e. someone you currently work with) or a new broker selected on the platform, depending on your preference.

Share with Known Broker

If you know the broker with whom you would like to share the submission:

3. Click the Share button on the right side of the page.
4. Enter the broker's email where asked.
5. The broker must have an account with us to have access to the submission. The link to create a free broker account is on our main page.
6. Click Submit.

Share with New Broker

If you want to select a proposed broker through the platform:

3. Select from the list of left pane.
4. Click the brokerage name.
5. A dialog box should appear proposing to allow access to the selected brokerage. Click Allow Access if you would like to proceed.

Share with Insurer

Sharing your submission with an insurer provides them read-only access to certain submission information including completed forms. This means that, only for that submission, the insurer will be authorized to use your submission information including completed forms to create a quote for your risk.

This does not:

• Oblige them to provide a quote for your risk
• Give them write access to any of your forms or submissions
• Give them access to submissions they are not assigned to

To share with an insurer:

1. In the Submissions page, click View on the submission you would like to share.
2. Click the Forms button in the top right corner of the page.
3. Click the Share button.
4. Enter the underwriter's email where prompted and click Submit.