Training is available to coverholders, brokers and managing agents that are using DDM or have recently completed the registration process.
Training sessions, including group sessions, can be arranged on-site at Lloyd's or through video conferencing and cover a step-by-step walkthrough of key processes, including setting up a binding authority contract and bordereau processing.
From Wednesday 16th December - Friday 29th January, there will be a training session on a weekly basis (excluding Christmas holidays) to provide guidance on the following enhancements:
Training sessions will take place on Microsoft Teams and will last approximately 2 hours.
Training is recommended for those conducting North American or Canadian business as complex guidance is required on the Aggregate Limits Tab Update enhancement.
Training is also recommended and provided for those who process Canadian Bordereaux or are users of the Lineage tool as guidance will be provided on the Advanced Row Manipulation in Questionnaire enhancement.
Brokers may also consider attending a training session on the Manual Currency Rate of Exchange enhancement.
Please find a set of Standard Operating Procedures (SOPs) that describe the activities necessary to complete the Contract Setup (applicable to lineslips) and Bordereaux Mapping processes within the Delegated Data Manager (DDM) system.
In addition, please refer to the Tide Knowledge Base for additional help and guidance.
The following video tutorials provide an overview of key functionality in Tide: