Frequently Asked Questions
Brokers will be able to use the Virtual Room to access a real-time view of underwriters’ profiles and risk appetites, with the scheduling and flexible chat features then also enabling the broker to set up and run virtual meetings with underwriters.
Underwriters will be able to use their profile and synced calendars to easily share their areas of expertise, risk appetite and availability so that brokers can easily find them, set up and run virtual meetings.
i) When onboarding for the first time: Please join one of our weekly onboarding process sessions by emailing us at firstname.lastname@example.org and we will take you through the steps.
ii) If connecting yourself: Log into the Virtual Room at www.lloydsdigitalmarket.com and go to your dashboard. This can be found by going to the avatar in the upper right-hand corner, hovering over it and clicking the second option in the drop-down menu ‘My dashboard’.
When you get to your dashboard, click onto ‘connect my calendar’ and the options for ‘calendar’ or ‘none’ should appear.
Select ‘calendar’ and press ‘confirm’. You will be taken to your dashboard which will show your calendar and meeting requests log.
If you don’t see the ‘calendar’ option, your organisation has not enabled calendar integration yet. Please contact your Cronofy administrator for an update.