Policy Closing for Insurers

If you are an insurer and have received an invite to a broker closing, or been requested to approve an insurance policy closing here are a few steps to review the Insurance Broker Pack and Broker Closing Documents on platform. 

1.  Login

• Login here or go to the the email you received and click the link inviting you to view the policy closing (it should take you directly to the closing page)
• Make sure you are on the relevant client organisation - check the drop down in the top left hand corner where the client organisation name is displayed.

2. Select the Insurance Policy For Closing

• Go to 'Insurance' in the main navigation on the left > then you will be on the insurance policies assigned to you for that client organisation.
• Find the relevant policy name > click or select view via the three dot menu

3. Review Policy Closing & Documents

• You will see a highlighted section with a quick snapshot of the policy details displaying your insurer share % value, the insurer premium share - and the Broker Closing Pack documents.

Scroll further down and you will also see the following information relating to the policy 

4. Approve Broker Closing Pack

• You will need to scroll to the top of the page to the Approve & Submit section to complete the final steps as above. 
• We recommend speaking to the Broker if you seek an amendment before rejecting a policy.
• Satisfied with the closing? Select Approve and the broker will be notified of your approval.
• Only until ALL insurers on policy have approved and submited will the policy become active and then go LIVE on policy commencement date. So please play your part and action as needed so the client has up to date policy information in their Vision RECap platform.

Need help? Email hello@visionrecap.com or contact your broker.