Modify or Update an Insurance Engagement

A broker may need to modify, change or update an insurance engagement for their client, here are some steps and considerations to look for:

How do I modify an Insurer Engagement? 

• After an Insurer Engagement Status is 'Live" you can edit the Engagement if required: this relates to modify the asset mix, add new underwriting attachments, or adjust deductibles.
• All Insurers on the Engagement will be notified by email and in app message of the change.

How do I extend access to my Insurer Engagement?

• Edit the Insurer Engagement Card, Select Section 2 (Assets) and increase the number of "Days to Access Assets" (We recommend up to 21 days post the Insurance Period start date)
• The Initiated On Date (DD/MM/YYYY) + "Days to Access Assets" = Accessible Until Date. 
• Insurers will be notified by email the day after the Accessible date that the Engagement has expired.
   

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  Can my Broking Team view and modify my Insurer Engagements?

  • Brokers on Vision RECap can only view and edit their own Insurer Engagements and Policies, ensuring a single point of contact for the organisation and with their selected Insurers
     

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