Best Practice

Below you will find a variety of documents that deal with best practice.

The 360 is a step by step visual guide of the entire ECF system from Carrier, Broker & Xchanging view points. There are also best practice documents relating to the agreed Lloyds Legacy procedure – ‘paper’ to ‘ECF’ conversion. The Query Return process is also detailed with helpful tips and examples.

Query Return Example 1 – CTP query return tips

Query Return Example 2 – Treaty query return tips

Query Return Example 3 – Policy query return tips

Simply select the appropriate tab to find what you need.