Course Outline
How to bind a WebRater Renewal
Binding a renewal on the DUAL WebRater has never been easier. Where a risk has no material changes, you can bind a renewal yourself in minutes, saving you huge amounts of time!
- You will receive a renewal invite email and this will include the proposed renewal terms for the coming renewal period.
- You then simply jump on to WebRater, update anything as required and the risk will either progress as presented to allow you to bind immediately, or it will re-quote in real time if there are significant activity or turnover changes etc.
- In some situations it may refer if you add/amend something that needs to be reviewed, and this follows the same process as you will be used to on New Business. If this does happen, you will likely still have your amended renewal terms the same day!
For a details step by step guide on the renewal process, please click the video play button below!
If you're interested in learning more, don't forget to get in touch with us as the team are only ever a phone call or email away.
Disclaimer:
The content in this document is information only, it is not financial advice. It does not take into account any person's own objectives, financial situation or needs. The product information included in this document is only intended to be a summary of the highlights of the cover available. We encourage you to read the full policy wording for a full description of the terms and conditions and to obtain financial advice from your broker prior to purchasing the product.
How to bind a WebRater Renewal
During this difficult time we understand Insureds will be feeling the economic strain and may be questioning their insurance policies. However, it is critical that clients are aware of the importance of keeping a claims made policy in place.
In the following short video Sarah Watson outlines some important Financial Lines terminology including claims made, retroactive date, cost inclusive and exclusive deductibles.
Please click below to watch and stay tuned for another Financial Lines video outlining a few more key terms in the coming weeks.
Disclaimer:
The content in this document is information only, it is not financial advice. It does not take into account any person's own objectives, financial situation or needs. The product information included in this document is only intended to be a summary of the highlights of the cover available. We encourage you to read the full policy wording for a full description of the terms and conditions and to obtain financial advice from your broker prior to purchasing the product.
If you're interested in learning more, don't forget to get in touch with us as the team are only ever a phone call or email away.
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