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January 13, 2023

What a Difference a Year Makes

As we gear up for an exciting year ahead of us, we wanted to look back and highlight some of our favorite features we launched in 2019. Did you know you can: Manage mid-term policy changes You now can process mid-term policy changes and endorsements for your clients’ BOPs right in the Attune Portal. Learn more. [https://attunehelp.zendesk.com/hc/en-us/articles/360032230811-How-do-I-endorse-my-policy-] Easily find your clients’ invoices You now have greater visibility into your clients’ payment status. The Billing List [https://app.attuneinsurance.com/login] allows you to see BOP account status, pay on behalf of your clients, and download invoices. You can also access past invoices directly from your clients’ account page. Learn more. [https://attunehelp.zendesk.com/hc/en-us/articles/360031889072-How-can-I-view-the-account-billing-history-and-schedule-] Access BOP policy documents from the portal‌ You can now access endorsements, including policy changes, cancellations endorsements, and renewals directly in the Attune Portal. Explore portal functionality with our demo accounts You might be new or need a refresher on our appetite. Our demo accounts allow you to explore business types you haven’t quoted before and get more familiar with our portal functionality. Grow your business with additional WC classes and availability You asked for more WC classes, so we added hundreds of new classes to the Attune Portal. To get familiar with our expanded appetite, download our WC Eligibility and Underwriting Guidelines. [https://app.attuneinsurance.com/login] Download and save the information you enter in the quote flow You enter a lot of valuable information in our portal. Now you can download a PDF of the data entered into your Attune quotes by selecting the ‘Application input’ button located in the account. This feature allows you to share this information with your clients for their records. Get answers to frequently asked questions in our new Help Center You might have questions that aren’t addressed in our portal. That’s why we compiled the top questions we receive from our users and created the Attune Help Center. [https://attunehelp.zendesk.com/hc/en-us] Select the coverages your clients need directly in the quote flow You can make adjustments to limits to a variety of coverages like spoilage, ordinance of law, and liquor liability for our restaurant classes. Get ready for what’s coming in 2020 You helped shape our 2019 year, and we cannot thank you enough. In 2020, we're excited to bring you new products, more commercial classes, and an even better Attune experience.

As we gear up for an exciting year ahead of us, we wanted to look back andhighlight some of our favorite features we launched in 2019. Did you know you can:Manage mid-term policy changesYou now can process mid-term policy changes and endorsements for your clients’BOPs right in the Attune Portal. Learn more.[https://attunehelp.zendesk.com/hc/en-us/articles/360032230811-How-do-I-endorse-my-policy-]Easily find your clients’ invoicesYou now have greater visibility into your clients’ payment status. The BillingList [https://app.attuneinsurance.com/login] allows you to see BOP accountstatus, pay on behalf of your clients, and download invoices. You can alsoaccess past invoices directly from your clients’ account page. Learn more.[https://attunehelp.zendesk.com/hc/en-us/articles/360031889072-How-can-I-view-the-account-billing-history-and-schedule-]Access BOP policy documents from the portal‌You can now access endorsements, including policy changes, cancellationsendorsements, and renewals directly in the Attune Portal.Explore portal functionality with our demo accountsYou might be new or need a refresher on our appetite. Our demo accounts allowyou to explore business types you haven’t quoted before and get more familiarwith our portal functionality.Grow your business with additional WC classes and availabilityYou asked for more WC classes, so we added hundreds of new classes to the AttunePortal. To get familiar with our expanded appetite, download our WC Eligibilityand Underwriting Guidelines. [https://app.attuneinsurance.com/login]Download and save the information you enter in the quote flowYou enter a lot of valuable information in our portal. Now you can download aPDF of the data entered into your Attune quotes by selecting the ‘Applicationinput’ button located in the account. This feature allows you to share thisinformation with your clients for their records.Get answers to frequently asked questions in our new Help CenterYou might have questions that aren’t addressed in our portal. That’s why wecompiled the top questions we receive from our users and created the AttuneHelpCenter. [https://attunehelp.zendesk.com/hc/en-us]Select the coverages your clients need directly in the quote flowYou can make adjustments to limits to a variety of coverages like spoilage,ordinance of law, and liquor liability for our restaurant classes. Get ready for what’s coming in 2020You helped shape our 2019 year, and we cannot thank you enough. In 2020, we'reexcited to bring you new products, more commercial classes, and an even betterAttune experience.