Getting Started

To get started with the Socotra Assistant, follow the instructions below:

1. Complete the steps listed in the setup guide.
2. Log in to the Socotra Insurance Suite .
3. Navigate to the Operations Workbench tab at the top of the page.
4. Select a tenant.
5. Navigate to the Accounts tab at the top of the page.
6. Select an account.
7. Select a quote. The Socotra Assistant only works with quotes that are not yet in the issued state.
8. Click the black Socotra Assistant icon on the right side of the page.
9. The Socotra Assistant sidebar will appear.

Next Steps

• Socotra Assistant Actions

See Also

• Socotra Assistant Overview
• Socotra Assistant Setup Guide
• Operations Workbench