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Basic Navigation

• How to search by policy number
• Forgotten password/password reset
• Introduction to Copilot
• User Roles and Product/Module Access
• Working With the Product Builder
• Preparing Forms for Upload to IOI - Tips
See all 10 articles

Reports

• Creating custom reports

Excel Rating

• Spreadsheet Rating: Rating Worksheets
• How to create and attach custom spreadsheet ratings to a product
• How to update a rating worksheet
• Spreadsheet Rating: Downloading Rating Worksheets
• Mapping Percent Question Type to Excel Rater
• Using Rules to Stop or Allow Rating
See all 8 articles

Policy Admin (Endorsements, Cancellations, Renewals)

• Configuration of automatic renewals
• Manual renewal configuration and processing
• Cancellation setup
• Cancelling a Policy
• Endorsement setup and configuration
• Endorsing a Policy

Product Configuration

• Troubleshooting Quoting Issues
• How to add input validation to your product
• Setting up an OFAC check
• How to import events and actions
• Using Javascript for Forms Mapping
• Line Forwarding
See all 15 articles

RaaS Product Configuration

• RaaS: Pre-Execution Rules
• RaaS: Understanding Verisks Question Relationships and Logic
• RAAS: Rating Worksheet vs Advanced Rating Worksheets
• Adopting New RaaS Versions
• Pre and Post RaaS Deviations
• How to Modify Verisk Rating Values
See all 7 articles

Integrations, API Access, and other Developer Tools

• Using the Dais API Logs
• Understanding and Using Custom Plugins
• Dais "Conversational API" Set Up
• How does Dais back up information?
• Authentication