When you cannot take a case

• Decline for the brokerage (Directors and Managers): a request from Covarage's network goes on to the next brokerage in turn by itself. Covarage sees your reason; the next brokerage does not.
• Hand it back to the customer: a client's own request, or a review or renewal of a policy you look after - the client chooses where to send it. Covarage sees your reason; the client does not.
• The client is not going ahead? Under Record what happened, choose Closed, no policy, then Close without a policy, and give the reason. The record is kept and the client is told.

Good to know

Once you have sent a round, the client stays with you for that request. It moves to another brokerage only on the client's signed letter of consent.