Confirm a cover change
For brokers, Managers and DirectorsWhen a client adds or removes a person or a vehicle on a policy you placed, you get an email and an alert titled A cover change to confirm. Open it, or Cover changes in the menu.
- Tell the insurer.
- When the insurer confirms, choose Confirm and enter The insurer's date: the day cover starts or ends.
- If the insurer refuses, choose Insurer declined and give The insurer's reason. The client is told, with the reason.
Good to know
Until you confirm, an added person or vehicle is not shown as covered, and a person being removed stays covered. Each change shows the date to tell the insurer by (30 days on). Only the client can withdraw a change.
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