Editing an open MTA quote
When editing a MTA quote, most fields should be prefilled. The prefilled information is from the original new business quote’s response information (some of the information can be seen on the previous quote's details in the result page), of which the quote was bought off of, and also of the previous quote's request i…
Binding an MTA quote
After getting a quote, you will be presented with the results page for the quote. Or else, you may find a MTA completed Quote through the search page and click its' "View" button. On the row for the desired quote and desired insurer, click the actions button on the quote row. This will show the options for purchasin…
Unlocking a Client
There are multiple ways to unlock a client within Digital Trader. Follow the steps below to unlock a client. Unlock Client Manually To manually unlock a client, click the “Unlock” button in the client details from any of the following locations: Results/policy pages within quote workflow Edit Client Details …
Creating an MTA Quote
Select Policy Use the Search page to find the policy to edit. * You can search using the insurer's Policy Reference number, or the BDT Reference. * You can also use the Search filter to display only Policies. Once you have found the correct Policy in the search results, see its full data by clicking "View". …
Locking a Client
If a user is working on a quote for a client, the Client Details page, the quote itself and all other quotes for that client are locked until the user logs out of Digital Trader, the user manually unlocks the client, or the user’s session expires. If a Digital Trader session is terminated by closing a window or quit…
Rejecting an open MTA quote
To Reject an MTA quote (before purchase), enter the MTA quote’s results page, by clicking view of the desired quote on the search page, and then click the Reject button. This will prompt a small pop up to confirm the rejection. Clicking Yes proceeds with the Rejection. The page refreshes and displays the last bo…
Integrated Cancellation
Creating a Cancellation Quote On the Policy page, click the “Cancel Policy” button (shown here in red). When the cancel dialog appears, fill out any required information and click “Cancel Policy”. If you do not wish to proceed through the cancellation steps, click the “Cancel” or “X” button in the dialog. Cli…
Policy Cancellation
In some circumstances, a broker may wish to cancel a policy. Depending on Insurer, this can be accomplished in Digital Trader using the “Cancel Policy” workflow on the Policy page. Difference between Manual and Integrated Cancellation Some insurers support policy cancellations directly through Digital Trader (I…
Non-Integrated Cancellation
Not all insurers support policy cancellation through the Digital Trader system. If the insurer does not support policy cancellations through the Digital Trader system, there are still steps to follow to mark the policy as cancelled. In these scenarios please contact the insurer outside of Digital Trader. The broke…
