Watch: using Edward
Prefer to watch? This short walkthrough shows how to ask questions and read Edward’s answers.What Edward does for you
- Answers underwriting questions: coverage eligibility, carrier appetite, surcharges, exclusions, and more.
- Cites its sources: every answer links to the carrier document and rule it came from.
- Stays honest: Edward answers only from your documents, not from memory. If it doesn’t have a document that covers your question, it tells you rather than guessing.
Signing in
You’ll receive an email invitation from your brokerage admin. Follow the link to set up your account and sign in. From then on, you can open Edward and start asking questions right away.If you didn’t get an invite or can’t sign in, contact your brokerage admin, who manages access for your team.
What you can see
Your admin assigns you a set of carriers, products, and regions based on your book. Edward answers from the documents within that scope, plus any shared documents your brokerage has made available. If you need access to a carrier or region you don’t currently have, ask your admin.Learn the basics
Asking good questions
How to phrase questions, set the carrier and region, and ask follow-ups.
Understanding answers
How to read citations, confidence levels, and what Edward means when it’s unsure.