• 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