You can add important documents to your system—such as TOBAs, letters, and other attachments you may want to include with quotes, renewals, or policy documents—by following these simple steps.
Step 1: Access System Settings
Go to the top right corner of your screen, next to your name.
Click on Configuration Cog > then choose System Settings.
You will only be able to access this if you have permission
Step 2: Go to Document Settings
Within Settings, click on Document Settings.
Step 3: Upload Your Document
Click the green “Upload Documents” button.
A file upload screen will appear.
You can drag and drop your document into the upload area, or browse to select a file from your computer.
Step 4: Assign the Document to a Business Case
You’ll see a dropdown list under the “Business Cases” section.
Choose where in the workflow the document should be used (e.g., New Business Proposal, Issue Policy Documents, etc.).
Example:
If you're uploading a TOBA (Terms of Business Agreement), you might want it to appear both when issuing policy documents and when sending new business proposals. You can select multiple sections as needed.
Once selected, the document will automatically be attached at those points during the quote or policy process.
Need Help?
If you encounter any issues or have questions, our support team is ready to assist:
Live Chat: Available via BrokerCentral
Email: [email protected]
Telephone: +44 (0) 1403 885 737