How do I renew an existing initio policy online?

Scenario: Existing client of yours that has a house(s) insured with initio, processed through broker software (e.g. eGlobal), and policy is due to expire.

Getting your client online is easy with initio

1. Use your Broker landing page to quote your customer’s house
2. Choose the relevant property type (own home, rental, holiday home)
3. See instant quote on screen. From the quote screen email yourself the quote
   1. Select the start date of insurance (ie expiry date of current cover)
   2. Set the sum insured to the expiring amount or amount already discussed with your client.
   3. Click ‘Save & email this quote’.
   4. Enter your client’s name and then your email address.
4. Separately email your client your pre-renewal email. Your email will say that they can continue to insure with initio but that it will need to be started and paid for online through a collaboration with your firm and initio.
   1. This email will include the initio premium and may include other traditional offline options.
   2. It may include an explanation of changes in premium, levies etc. compared to last year.
   3. It will include a request of how the client would like proceed.
5. If your client elects to continue to insure with initio (online), then you will need to email initio [email protected] and request that an existing client is onboarded. You will need to provide the relevant info (as per the detailed offline to online document) in order for initio to onboard
6. Initio will onboard your client by setting up an account and loading the policies, subject to payment.
7. Initio will email you the login details for you to send to the client.
8. You then just need to email your client with the login details and advise them that once logged in they will see the house policies ready to activate. The customer will need to make a payment to activate the policies.