Switching to Underwriting Contract Mode

You can switch easily between Portfolio Mode and Underwriting Contract Mode. In Portfolio Mode, you have access to project folders and exposure views that facilitate managing large amounts of exposure data. By contrast, Underwriting Contract Mode enables you to drill down to the contract level to give you direct access to your contracts.

To switch from Portfolio Mode to Underwriting Contract Mode:

1.     Launch Touchstone.

2.     Click (My Touchstone Information) on the far right of the global menu bar.

The User Information panel appears.

3.     In the Mode field, select Underwriting Contract Mode.

4.     Click Apply.

The Touchstone user interface automatically changes to suit the needs of underwriters and displays the Underwriting Contract Mode Home tab.