Below are the key support documents and forms for onboarding, managing users, teams and stamps.
Onboarding new clients
Our team can help you quickly get started. Once your MUA is signed, complete and return your onboarding form so that we can configure your organisation, users, team and access rights.
Onboarding
Broker onboarding form
Last updated 22 September 2026
Onboarding
Carrier onboarding form
Last updated 22 September 2026
Onboarding
Client onboarding workflow
Last updated 08 September 2025
Onboarding
App terms of use
Last updated 21 June 2026
Managing users, teams and stamps
Our client service team can support you with adding/removing users, setting up new teams and updating digital stamps.
