Welcome

Hello! We are excited to introduce you Orchid’s new policy administration platform, known as Marketplace. This new system was designed with YOU in mind: to improve your experience with Orchid by providing you with increased efficiency and transparency. For the best experience as you acclimate to this new system, we strongly encourage all members of your agency to participate in the trainings. This site is your go-to source for training and the most up-to-date details on our phased roll out. Please take a moment to familiarize yourself with the page and be sure to come back often as we will update the training and important details regularly.

Training

Agent Self Serve (3:29)

How Do I Quote? (8:42)

PDF

How To Request Bind (4:17)

PDF

Quoting Different Coverage Options (3:57)

PDF

Searching for Quotes & Policies (1:46)

PDF

Quote Proposal Overview (0:33)

PDF

Printing Policy Documents (0:53)

PDF

Referring a Quote to Underwriting (0:32)

PDF

Adding Valuable Items Coverage (2:13)

PDF

Advanced Search Techniques (2:05)

PDF

Agent Invoice Training (4:21)

Click Here to view our user guide.

MarketplaceUserGuideT1