FAQ's Question: What is Risk? Answer: On the Smatsure system Risk refers to a Policy. Policy is the formal contract between the insurer and the insured that spells out ...

Steps of placing a facultative quotation or risk Navigate to Quotation or Risk on the menu...

Steps on how to place an offer on a risk / quotation placed Navigate to Risk listing Click on Review Offer Enter an offer amount Enter terms of the offer am...

Steps to searching for an existing risk Click Place New Risk Select Existing Risk Enter a Reinsurance Slip Number for an existing risk ...

Steps for the ceding office to accept a risk offer Navigate to the written line table and click view under actions click view on the offer listing S...

Steps on how to Finalize an Offer Navigate to risk listing Then navigate to written line and then click view under actions Click sign here ...

Steps to Adjust a Placed Risk Select Risk from Risk Listing Select Adjust Risk from the Risk Details Modal Adjust Risk Details on Any Field Confirm Risk Details Adjustment ...

Steps to Decline Offer Select Risk with Offers Select View Offers Select Decline Offer Add a Description Decline Confirm Decline ...

Steps to Adjust Offer (as beneficiary) Select Risk You Have Placed Offer on (offer may only be adjusted if it hasn't been accepted by the ceding officer) Select Adjust Offer Enter N...

Steps to Cancel Risk Select Risk from Risk Listing Select Cancel Risk on Risk Details Modal Add Cancel Risk Description Confirm Cancellation ...

Steps to View Risk by Status Select Risk Status, that is; ALL (all risk listing) PLACED (risk placed by the logged in account) ...

Steps to Convert Quotation to Risk Navigate to Quotations Select Quotation listing Select Place As Risk ...

Steps to Placing a Quotation via a Broker Navigate to Quotation Select Place New Quotation Select a broker from the broker's list Fill in the rest of the required quotation placement details...

Steps to Placing a Quotation as a Broker Navigate to Quotation Select a Quotation listing View Quotation details Select Complete Quotation placement ...

Steps to Approving a Sub-Risk When an insurer places a quotation and selects a broker to complete the placement to other stakeholders (insurers, and reinsurers). A sub-risk is generated, assigned to each selected broker...

Steps to Setup Auto-facultative Risk Navigate to Settings Navigate to Auto-fac Settings Select Create Auto-fac Settings Select Stakeholder (Reinsurer / Insurer) Add the proposed pro...

Steps to Add a Workflow to Specific Modules Navigate to Settings Navigate to Workflows Select New Workflow Enter Workflow Details Save (Workflow type...

Steps to Adding Users and Assigning Roles and Permissions to Users Navigate to Settings Navigate to Roles and Permissions Enter Role Name (e.g., Underwriter) Select Add Role Select ...