Document Portal for Administrators

Initially called "underwriting periods" for the purpose of insurance renewals, this is where a document package is created where specific documents will be grouped and can be accessed by those with designated permission. 

Each list item contains a title, description and dates representing the start and end date for the reports contained.  

Each underwriting period further displays reports/records and documents relevant to the property(s) and reporting period defined.

To create a new Underwriting Period / Document Package, click the  add button in the bottom right.

Once saved you will automatically go to the properties page.

Filters 

The filter button on the top right will filter the list of properties by status, owner, type, location to simplify property selection for that underwriting period. 

• Administrators can include or exclude properties from an underwriting period/document package by checking or unchecking the checkbox to the left of the property. The option to select all displayed properties is available at the top of the list.

Note: The Attachment Date filter option will add an additional filter to the proceeding report screen for administrators to only view/download reports that were added within the provided date range.  This is to support view/download of reports that were added after the initial download. 

Users Page

Controlled access to the Insurance Portal can be given directly to Insurance Brokers or other users. This will allow brokers to take the steps to review, access and download all reports directly as needed.  To provide access, the user must already have an account in the Refined Risk system.  These same credentials will apply for logging in to the Insurance Portal.  

A user will need to be assigned to specific underwriting period to be able to view the reports contained.  

• Select an underwriting period and then click the users icon 
• This will open a screen with all users of the Refined Risk system.
• Use the filters or search to locate specific user(s).

• Click the checkbox to the left of the users) for assignment to this underwriting period.
• Once logged in, this user(s) will only view/access the underwriting period they are assigned to.

Click here to view the documentation made available to users (also from the  help icon within the Insurance Portal)

The reports page contains a list of reports associated with the selected property(s).   These can be previewed and downloaded individually. 

To download all selected reports, click on the gear icon and select "Download Files"

Downloading reports:

When downloading all selected reports, these will be zipped and provided in distinct folders representing each property.  Administrators can then save the zipped folder to a flash drive or make it available via FTP or other approved file transfer system.

NOTE: Make sure your browser does NOT have pop ups blocked as this will prevent the download from completing.