View the SLIP Reference Guide for step-by-step instructions on how to complete various actions within SLIP.
If you still have questions, don’t hesitate to reach out to us at info@surpluslines.org or 206-682-3409.
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
