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Event details

DA SATS Training: Bordereau Processing in Tide for Managing Agents and Brokers

Where

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

When

This training session is now full, please select from one of the alternative dates

 

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 training course has been designed for Managing Agents and Brokers who will process bordereaux in Tide.  (Coverholders and TPAs can attend if they wish)

Course objectives:

• Log in to Tide and navigate through the key areas of the system
• Review Contract information
• Complete a questionnaire to translate and align a bordereau to agreed data standards
• Submit a bordereau and select a questionnaire to use for processing
• Resolve data errors identified during the processing of the bordereau
• Define rules by which records are assigned to Sections and Risk Codes
• Approve a bordereau; addressing contractual breaches that have been identified
• Set up notifications to update you on the status of bordereaux
• Access the reporting suite in Tide and extract data for use on other system platforms
• Access the Tide Knowledge Base and self-learning video tutorials