ADVISOR HUB
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Adding and changing policy start dates
Adding a start date:If you'd like to add a start date or payment details to a submitted application, simply log in to Adviser Hub and selec...
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Viewing my client's documents
If you'd like to view your client's information and keep track of their renewal information, you can do this by going to the 'Renewals' sect...
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Cancelling policies and applications
Unfortunately, submitted policies can't be cancelled without contacting us. If you are logged into Adviser Hub, then a member of our web cha...
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Commission payments - post 16th December 2018
For policies sold from the 16th of December, 2018. When & How is Commission paid?Commission is paid on the 21st of each month via BACS t...
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Commission payments - pre 16th December 2018
For policies sold before 16th December 2018.When & How is Commission paid?Commission is paid on the 21st of each month via BACS to each ...
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How do we calculate commission? - post 16th December 2018.
For policies sold from the 16th of December, 2018.Whilst working out your commission rates, you'll need to include the relevant rate of IPT ...
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How do we calculate commission? - pre 16th December 2018
For policies sold before 16th December 2018.Whilst working out your commission rates, you'll need to include the relevant rate of IPT (Insur...
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Setting up a new agency
If you're interested in working with us and would like to register to set up a new agency, you can complete our application forms.APPLICATIO...
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Appointed Representative - updating an existing agency
If you're an Appointed Representative, you can amend any typing errors and make policy transfer requests as long as you pass the relevant se...
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Directly Authorised representatives - updating an existing agency
If you're a Directly Authorised Representative, you can amend any typing errors and make policy transfer requests as long as you pass the re...
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We are unable to provide a quote
If we're unable to provide you with a quote, this could be due to multiple reasons. Please check that all the information you've provided is...
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Server validation failed - a value must be entered.
If you've received this error message, it might be because we're missing some information from you within the application.Please go back and...
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What can I do on adviser hub?
Adviser Hub is a revolutionary way to manage your GI Business. You can use the tools within Adviser Hub to view and submit any quotes you've...
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Important information on changes to Quote Summaries
Important information on changes to Quote SummariesWhy do some of the answers show as not required on the Quote Summary when these fields we...
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New Quote Journey FAQ's
Our Home Insurance quote journey has been optimised to save you time.To help make getting a quote as easy possible, we've used our expertise...