From the Policy Details screen, you can access and modify the Policy Details for the selected policy. The Policy Details screen displays all attributes of the policy, such as Primary Insured Name or Effective Date, as well as a list of all transactions contained in the policy. You can also create a renewal or endorsement on this screen by clicking either the Create Renewal or Create Endorsement button. To access this screen, search for a policy on the Policy Search screen and click the hyperlink for a Policy Number search result.

Once on the Policy Details screen, clicking an Edit icon for a transaction displays the Transaction Details panel and transaction-level information, such as the Submission Date or the Status of the transaction. The Transaction Details panel includes a tabbed view of any transaction data: Details, Layering, Certificates, Multi-State, SL1, GAP, SL2, Documents, and Notes.

Hints:

Not all Transaction Details tabs are available for editing; policy and transaction-level data determine if each tab is necessary. For example, a transaction for a Standard Policy will not display the Certificates tab as active or editable.

In the Create Renewal or Create Endorsement wizards, SLIP will search for policy matches using your other Broker Locations if your current Broker Location doesn't contain any matches.

If one or more matches are found elsewhere, SLIP provides you with a link that allows you to see the search results from other Broker Locations. Clicking the Click here to view those results hyperlink displays the Other Policy Matches modal. This modal allows you to easily switch to another Broker Location. The Other Policy Matches modal will only show policies associated to your assigned Broker Locations.

When creating a new policy or transaction, you can click the Save for Later button to forego submission. Until submitted to the SLA, policies and transactions are referred to as "Unsubmitted Transactions." Unsubmitted Transactions are not visible to the SLA.

To see a complete list of your Unsubmitted Transactions, click on the My Unsubmitted Transactions tab on the Policy Search screen. Unsubmitted Transactions also display in search results on the Policy Search screen as well as in the list of transactions for a Policy on the Policy Details screen.