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 - Renewals
As this is a manual policy, there is no API connection to the insurer, therefore there is no message being sent between the platform and the insurers. To ensure that you are monitoring the renewals that you are waiting for from the insurers, those users who have access to insights reports can pull the Renewals…
Cancellation on Renewal
If a policy is cancelled from the renewal date, the following will occur on the payment section in bond. Example: If the renewal premium was $1000, then the policy was cancelled on the renewal date, the return premium is $1000 and the payment will show like this: Once you have completed the cancellation an…
Renewal Report Guide
Renewal Report Guide This Renewal Report provides you with the following data: * Dataset showing in-force policies as at custom date. * PIF Count. * PIF Premium. * Written Annual Premium. * Slicer allows you to display policies that were in force as at a chosen date. * Property Risk Province and City availa…
Renewals
Renewal download times Renewals for integrated carriers will download into bond and be delivered to customers via email. The 'usual' renewal download timeframes for each integrated carrier are as follows: * SGI: 40 days prior to renewal date. * Agile Sprint: 21 days prior to renewal date. * Wawanesa: 21 days …
