Roles and access

The desk is one dropdown on the standard user form under the Insurance heading. The officer places the programme; the manager commits the company to it.

DeskLevels, lowest firstWhat changes between them
ReinsuranceReinsurance Officer › Reinsurance ManagerThe officer places and manages treaties, layers, panel lines, cessions, recoveries and bordereaux. The manager puts a treaty in force, expires, cancels or reopens it, and issues and settles the bordereaux.

Rules the system enforces for every role

  • Only a reinsurance manager puts a treaty in force, expires, cancels or reopens it, or issues and settles a bordereau.
  • An excess of loss treaty cannot go in force without a layer, and a panel out of draft must sign for exactly 100%.
  • A treaty that already carries cessions cannot be cancelled — it is expired, and keeps answering for its period.
  • A bordereau that is empty or does not tie to its cessions is not issued, and an issued one cannot be edited.
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