The Risk & Compliance System allows firms to add their PII Insurance Information to the system.
Note: Only users with Master User permissions can access the Account Settings.
Navigate to Account Settings from the system Home Page.
Select PII Information.
This screen will show any Insurers already added to the system, with the ability to Edit or Delete the record. To add another Insurer, click +Add Insurer.
Enter the details of the Insurer using the fields in the pop-up window. Once the details are entered, click +Add.
The Insurer will now appear in the list. In order to Delete a record, click Delete.
Click Accept in the confirmation window in order to remove the record.
Should you have any questions or need any support please contact the team at email@example.com or telephone 01829 731 200.