Online Tutorials

1. Registration Video

In this video, you’ll learn about registering for a SLIP account. We will cover:

• Requesting a SLIP Admin Account for your brokerage
• Creating SLIP User Accounts for multiple brokers in your office



2. User Management Video

In this video, you’ll learn about managing user accounts. We will cover:

• Navigating the SLIP dashboard
• Changing your password
• Assigning Insurers and Producers



3. Create and Manage a Policy Video

In this video, you’ll learn how to create and manage a policy. We will cover:

• Creating a new policy
• Searching for a new policy
• Editing a policy



4. Transactions Video

In this video, you’ll learn about transactions. We will cover:

• Creating New Transactions
• Understanding A Transaction Status
• Modifying Transactions
• Backout or delete Transactions



5. Managing Tags Video

In this video, you’ll learn about tags. We will cover:

• What is a tag
• What causes tags
• How to resolve a tag



6. Batch Filing Video

In this video, you’ll learn about batch filing. We will cover:

• What is a batch submission
• How to set up a batch submission
• Submitting a batch submission



7. Reports Video

In this video, you’ll learn about reports. We will cover:

• The Quick Info section
• An overview of the available SLIP reports