Underwriting online - getting started
- Date: 12/08/2013
The Club is committed to providing Members and their brokers with easy access to their claims and underwriting data. There are two main resources for accessing your data on the move. The 'iPANDI' app and the Members Area.
In 2013 the Club launched the 'iPANDI' app to provide Club Members with access to their fleet information, including record statements and individual ship documentation, via an iPad. The data that is available on the Members Area of the Club site can be convinently accessed on the move. The app can be downloaded from the itunes store.
Access to renewal documentation for Members and their brokers continues to be available via the Club’s Underwriting Online facility within the Members Area of this website.
Whilst the new underwriting and claims online services are providing a wealth of tailored information for Members, the Underwriting Online system has retained its simple and effective approach to obtaining conventional renewal documents.
Access Members Area by logging in . . .
To access Underwriting Online, simply go to the Members Area by clicking on the box in the top right corner of the screen. Log in with your usual user ID and password. This screen now enables you to recover forgotten passwords or update them.
. . .but if you havent registered yet
If you have yet to register click on the part of the blue banner marked “P&I Online Services Register” and follow the screen by screen process to register your own preferred user ID and password.
Choose Underwriting Online
Click on the Underwriting Online box displayed beneath the login boxes to enter the system.
Select Underwriting Reports
Choose Underwriting Reports from the menu and a four step process displays on screen
Select your preferred report options
Step 1: Enter the name of the fleet whose renewal details you wish to view in the “Step 1” box and select either P&I or Defence from the drop down box beneath it. (see illustration above).
Step 2: Click the “Go” button on the screen
Step 3: All group entries that you are entitled to view for that name are displayed in the “Step 3” grey box. Click on the group you wish to view.
Step 4: Using the drop-down boxes in the “Step 4” panel (see illustration below) choose the Risks record you wish to view i.e. Current Loss Record or October Loss Record.
Build your report
Once you have made your selection, click Build Report to display the information on your screen.
If you want to keep a record of that information or print it, simply click on the text “Create PDF” at the foot of the screen to create the information as an electronic document.
If you want to export the information to another application click on “Create Spread Sheets” and you will be given the option to download the record as a CSV file.
Anyone experiencing difficulty registering for or accessing the UK Club's online services should contact Nick Whitear (tel: +44 20 7204 2334) or email@example.com or Jenny Lane (tel: +44 20 7204 2053) or firstname.lastname@example.org.
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