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Event details

DA SATS Training: Setting up contracts (Binding Authorities) in Tide

Where

Gallery 11, Meeting Room 7
Lloyd's Building,
One Lime Street,
EC3M 7HA

When

This session is now full.

Please select one of the alternative dates below;

Date Time
Thu 20th September 11:30 - 13:30
Fri 21st September 14:00 - 16:00
Mon 24th September 09:30 - 11:30
Tues 25th September 09:30 - 11:30
Wed 26th September 15:00 - 17:00
Thu  27th September (WebEx) 10:00 - 11:00
Fri 28th September 09:30 - 11:30

Note: Training is only open to organisations who have signed all relevant paperwork. If you are not sure if you are eligible to register for training, please contact the DA SATS team at dasats@lmtom.london

This session is targeted at Managing Agents and Brokers who will be setting up contracts in the Tide system in preparation for processing bordereaux.

Course objectives:

  • Log in to Tide and navigate through the key areas of the system
  • Create a folder for a new Contract
  • Create a new Contract and enter the main Contract details
  • Add Coverholder and Claims Authority details to the Contract
  • Add a Section to the Contract and complete the Section details; including market information, risk codes and location restrictions
  • Assign activity roles across to Contract participants
  • Set the expected frequency for each bordereaux type by adding a Reporting Channel on a Contract
  • Assign contractual rules to the Contract
  • Update the status of the Contract from Draft to Signed
  • Access the Tide Knowledge Base and self-learning video tutorials