Finalize Facultative Slip

Finalize Facultative Slip in Adobe Acrobat — with two ready prompts: the immediate one, and the one that makes it stick. 1 real situation leads here.

2prompt heights
1situation
1role does it
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The moments that lead here

If one of these is your afternoon, you are in the right place.

Request signatures from a reinsurer on an excess-of-loss facultative slip to finalise reinsurance placement.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Request signatures from reinsurer [reinsurer=Global Re] on the excess-of-loss facultative slip —…
Request signatures from reinsurer [reinsurer=Global Re] on the excess-of-loss facultative slip — assemble the slip and attachments, send for signatures in the correct order, and track status until all signatories complete so placement can be finalised by [deadline=Friday].

Improve — make it easier to accept

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Before I route the facultative slip to [reinsurer=Global Re], reduce friction that delays placement…
Before I route the facultative slip to [reinsurer=Global Re], reduce friction that delays placement — attach the signed primary policy, highlight the reinsured layer and premium, list required signatories and their order, set a firm [deadline=Friday] deadline, and include contact details for rapid queries to avoid a bounce-back.

Who does this, and with what

The same task is different work inside a different job.

Insurance UnderwriterAdobe Acrobat ProDocuSignalso: Request Reinsurer Signaturealso: Execute Excess-of-Loss Agreement

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Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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