Getting Started
To get started with the Socotra Assistant, follow the instructions below:
Contact your Socotra representative to enable the Socotra Assistant for your tenant.
Log in to the Socotra Insurance Suite.
Navigate to the Operations Workbench tab at the top of the page.
Select a tenant. Note: If you only have one tenant, you will be automatically routed to that tenant.
Navigate to the Accounts tab at the top of the page.
Select an account.
Select a quote. Note: The Socotra Assistant only works with quotes that are not yet in the
issuedstate.Click the black Socotra Assistant icon on the right side of the page.
The Socotra Assistant sidebar will appear.