My Mutual FAQs
My Mutual is only available to certain brokerages, and in some provinces. (SK Home only) There are some differences in the processes that occur in the platform and the workflows that you may follow, so here is a summary here What coverage is provided/available? Coverage Coverage Details/Limits Compreh…
Manual Product - Registered Letter
As there is no API connection between the platform and Manual Product policies, you will need to action some parts of the process within the insurer portal or email, or whatever the process is with the insurer that you are looking to action the registered letter with. * Select the Reg Letter icon on the right…
Registered letters and Renewals
This article is going to explain the process IF you are sending a registered letter and the policy is pending renewal. What is Pending Renewal? This is the status of the policy where the renewal has been received in the platform, the renewal term is available but the date of the renewal has not been reached yet…
Registered Letter Process
A policy can be cancelled by registered letter for the following reasons: * Nonpayment * Underwriting reasons * Claims frequency * Other Important Notes - before sending a registered letter When a policy is sent on a registered letter for cancellation and the client is subsequently reinstated, our system …
