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.

Note:

To switch to Underwriting Contract Mode, you must have a license to run Touchstone in Underwriting Contract Mode.

Procedure

To switch from Portfolio Mode to Underwriting Contract Mode:

  1. On the Touchstone global menu bar, click (My Touchstone Information).
  2. In the Mode field, select Underwriting Contract Mode.
  3. Click Apply.

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