This guide explains how to add, update, or remove an insurer for a product on the system.
Assigning the correct insurer to each product ensures your team uses preferred providers and is aware of any potential restrictions or requirements identified during fact-finding.
1. Check Your Permissions
Before making changes, confirm that you have permission to amend product details:
Select the Configuration button next to your name.
If you see the shopping trolley icon, you have permission to edit products.
2. Amending Insurer Details
Locate the product you wish to update.
Click on the Product name or Under Action, click Edit.
On the product page, you’ll see three sections:
Configuration
Insurer Panel
Risk Capture & RFQ
Click Insurer Panel - Here you will see a table with all insurers linked to the selected product.
Update any required details, including:
Commission and fees
Underwriter contact information
Payment handler details
If you hover your mouse over the Insurer Name, you will see an action button - click this to either Delete an insurer from the product, or open Advanced Settings.
Advanced Settings allow you to set default commissions and fees per coverage section.
Click Save to confirm your changes.
3. Adding an Insurer
On the Insurance Providers page, click + Add Insurer (top right-hand corner).
Select an insurer from the Insurance Provider dropdown list.
If the insurer is not listed, contact us to have them added to your insurer panel.
4. Deleting an Insurer
On the Insurer Panel locate the insurer you wish to remove.
Hover over the name of the insurer within the table
Click the action button that appears
Click "Delete Insuer" and then confirm.
Need Help?
If you encounter any issues or have questions, our support team is ready to assist:
Live Chat: Available via BrokerCentral
Email: [email protected]
Telephone: +44 (0) 1403 885 737