Navigating the E&O and Cyber Tools

Read the step-by-step guide below or check out the video walkthrough. 

Dashboard Overview

Accessing the E&O/Cyber Dashboard

1. Navigate to the E&O and Cyber section
2. Start with the dashboard for an aggregated view
3. Review high-level compliance metrics

Understanding Dashboard Metrics

The dashboard displays:

• Active Policies: Currently valid coverage
• Expired Policies: Requiring immediate attention
• Unassigned Policies: Not yet linked to agencies
• Assigned Policies: Properly associated with agencies
• Numerical Breakdowns: Specific counts for each category

This overview helps you quickly assess your overall compliance position.

Agency View

Filtering by Policy Status

Navigate to the agency view to see:

1. Agencies with Assigned Policies

   • E&O coverage status
   • Cyber coverage status
   • Both policy types visible

2. Agencies with Unassigned Policies

   • Policies uploaded but not linked
   • Requires manual assignment

3. Filter Options

   • Toggle filters on/off
   • View specific policy types
   • Group agencies by status

Using the Agency Grid

• Sort by agency name
• Filter by policy status
• Group similar agencies
• Identify compliance gaps quickly

Policy Management

Viewing All Policies

1. Click on the Policies tab
2. See all policies in the system
3. View assignment status for each

Policy Details Include

• Extraction Status: Whether data was successfully pulled
• Policy Type: E&O, Cyber, or other
• Assignment Status: Assigned or unassigned
• Coverage Information: Limits and terms
• Expiration Dates: For renewal tracking

Editing Policy Information

If corrections are needed:

1. Click on the policy record
2. Select Edit to modify details
3. Update any incorrect information
4. Save changes

Note: The AI extraction is generally accurate, but occasional corrections may be needed.

Viewing Policy Documents

• Click the View button to see the actual policy
• Review full policy details
• Verify extracted information
• Download if needed

Managing Unassigned Policies

Assigning Policies to Agencies

1. Locate unassigned policies
2. Click to open the policy
3. Select the appropriate agency
4. Confirm the assignment
5. Policy now appears under that agency

Uploading Replacement Documents

When agencies send updated policies:

1. Navigate to the agency or policy
2. Click Upload New Document
3. Select the updated file
4. System processes the new document
5. Updates expiration tracking automatically

Automation Settings

Configuring Business Rules

Access automation settings through:

1. Navigate to Business Rules
2. Configure key parameters:
   • Aggregate Coverage Levels: Set minimum requirements
   • Policy Grace Period: Days before expiration to start outreach
   • Automated Policy Retrieval: Enable/disable automatic requests

Agency-Specific Overrides

Customize automation per agency:

1. Go to the specific agency profile
2. Access automation settings
3. Override global rules if needed
4. Example: Disable automated retrieval for specific agencies

Actions and Notifications

Monitoring Automated Actions

The Actions tab shows:

• Pending policy retrievals
• Scheduled email reminders
• Completed automated tasks
• Failed actions requiring attention

Email Tracking

View automated communications:

• Emails sent for expiring policies
• Reminder sequences
• Response tracking
• Delivery status

Note: Emails only send to valid addresses; test accounts won't receive actual emails.

Managing Expiring Policies

Identifying Policies Expiring Soon

1. Use filters to show "Expiring Soon"
2. Review the list of affected agencies
3. Check if automated emails are scheduled
4. Take manual action if needed

Grace Period Management

Based on your settings:

• System identifies expiring policies
• Begins outreach at configured intervals
• Sends multiple reminders
• Escalates if no response

As always, if you have any questions or something doesn't quite make sense, please reach out to us on our support channels.