Different sections of the SLIP application may be accessed by using the Navigation Menu located at the top of each screen.
Refer to the image and table below for details about the Navigation Menu.
Menu Item |
Function |
---|---|
Home |
The Home screen is the entry point for SLIP users. The Home screen provides access to all system functions, displays general account and SLA contact information, displays quick links to data associated with the logged in broker location, and provides hyperlinks to frequently used screens in SLIP. Note: The SLIP application displays the current Broker Name, License Number, and Location on each screen. Learn more about the SLIP Home screen icons and functions here: Understanding the SLIP Home Screen. |
Policies |
The Policy Search screen allows the user to Search for Policies associated with the logged in location, and view both Unsubmitted and Returned Transactions. Users can Create a New Policy, Edit Unsubmitted Transactions, Resume editing Unsubmitted Transactions in the appropriate Wizard, and Resubmit Returned Transactions from the Policy Search screen. For more information, please see: Polices and Transactions Overview. |
Submissions |
The Submission List screen allows users to view all submissions for their location and view corresponding submission details. User can also a Create a New Bulk Submission from the Submission List screen. For additional information, refer to: Submissions Overview. |
Tags |
The Tag Search screen allows the user to Search for Tags associated to policies for a particular Broker location. Users can View and Respond to Open Tags and View and Close Informational Tags. For more information, see: Tags Overview. |
Account |
The Broker Account screen includes a register of activity on the Broker Account with dated entries for individual charges, refunds, adjustments, and payments. The Broker Account screen represents a real-time accounting of the Broker Location’s account with the SLA. Users can Pay Stamping Fees and Configuring Automatic Payments on the Broker Account screen. For additional information, please see: Broker Account Overview. |
Reports |
The Reports screen allows the user to run various data summary reports associated with the logged in location. For more information, visit: Reports Overview. |
Analytics | The Analytics screen provides Monthly, Quarterly, and Yearly statistics on Premium, Tags, and Stamping Fees. This feature generates Graphs and Emails, as well as Reports that can be exported to PDF to save and distribute as needed. |
Users |
The User List screen is visible to users with appropriate permissions. Authorized users can view location users, create a new user, and edit or delete user accounts. For more information, visit: Users Overview. |
Contacts |
The Broker Contacts screen allows users to view Contact details and Request a Change to Contact details. For more information, see: Contacts Overview. |
Help | The SLIP Help function provides detailed application support and is accessible throughout the application. |
Settings |
The Edit User screen allows users to update profile information and settings associated with their SLIP account. For more information, please refer to: Users Overview. |
Logout |
The Logout function ends the SLIP session for the logged in user. For additional information, please see: Log In and Log Out. |