Frequently Asked Questions
I am a new broker- can I request access to this service?
If you are a new broker and would like to request access to our portal please contact us at firstname.lastname@example.org
How do I reset my password?
Click on “forgotten password?” on the sign in page and enter your username and email address. Click on the link and follow
How do I change my password?
Click on “Change Password on login” on the sign in page and follow the instructions. You can also select “User management”
on the homepage and select “Change Password”.
Can I remove someone’s account from the platform?
The group administrator can add/block an account from the platform for their brokerage by clicking on “User Management- Manage
Users”. For any other modifications please contact us at email@example.com.
How will I get billed / invoiced?
All transactions will appear on your monthly broker statement.
What about my commission?
Standard commission is 25% for all products quoted and bound online.
How do I make a claim?
Claims can be reported via email: firstname.lastname@example.org
You can also phone our claims department, Monday to Friday between 8:30 AM and 4:30 PM at (416) 601-1133 or Toll-free at (800) 223-8858.
For emergency after-hours environmental spills, please call: 1 (866) 530 4086.
For emergency after-hours property losses, please call: 1 (888) 224 5677.
What documents are provided?
Quote Document: This is the formal quotation. This and the Risk Profile form the basis of the contract of Insurance.
Risk Profile: This document is a copy of the questions and answers that you entered on behalf of your client. This is
the information provided to us, which enable the policy terms and conditions to be calculated. For the purposes of this
insurance, these are material facts that have been disclosed fully and truthfully and to the best of your knowledge and
belief. This and the quotation form the basis of the contract of insurance. We recommend that you have this document
reviewed and confirmed by your client prior to binding the quotation.
Key facts document: This is a factsheet by product. It is not a policy document and contains only general descriptions
of our online products. Policyholders must refer to the actual policy issued for the binding terms, conditions and exclusions
Policy document: This is your policy, which contains Declarations, Endorsements and policy wording.
How do I get a quote?
After signing in, click on “New quote”, select the relevant product and complete the application online. This should only
take a couple of minutes.
Can I bind my quote(s) online?
Yes, all you need to do is select the quote you want to bind, enter an effective date and agree to our terms and conditions.
Does my client need to sign something before they are covered?
No, your client is on cover from the effective date of the policy as soon as you are bound online. Instant documentation
is provided for your peace of mind and contract certainty. We do recommend that you send your client a copy of the risk
profile for confirmation prior to binding.
How do I go back to an existing policy or quote?
Select “Search Quotes/Policies” from the menu and search for the applicant or policy. You can search using * if you do not
have the exactly named insured.
How do I amend an existing quote?
If you need to make a change to the information creating an existing quote, click on the applicant and then click on “Edit
quote details” on the Policy Menu page. You can make the required changes and then push the “Next” button to access the
How do I make a change to the policy midterm?
You can now request a change directly from the portal. Click on “Request a Change” on the Policy screen and choose a Mid
Term Adjustment option from the drop down menu. Additional Insured endorsements on the CGL and Change of Address endorsements
can be requested and issued direct from the portal. For any other changes, you can communicate with us using the “Other”
option or email us at email@example.com.
How do I cancel a policy?
Please contact us at firstname.lastname@example.org. Please note that most of our online policies have are 100% minimum retained
What do I do if my client's activity is not listed?
We are always looking to support new professions. Please contact an underwriter or email us at email@example.com to discuss your client’s requirements.
My cover cannot be quoted online- what do I do next?
We may still be able to help. For further details, please contact an underwriter or email us at firstname.lastname@example.org.
Do you offer this online product in Quebec?
Unfortunately the products available through the portal are not available in Quebec. We hope to have our portal available to our Quebec broker partners soon.
I have a question and would like to speak with an underwriter
Please call us on + 416 933 3698 or email your question to email@example.com
How are renewal terms provided?
You can now handle your renewals online. You will receive an email from us 60 days prior to the renewal and you can log on to the portal to indicate whether there are changes to the risk at renewal. Policy documents will be available online for renewals with no changes 45 days from the renewal date. Accounts with changes will be reviewed by an underwriter but renewal documents will also be published to the site prior to the renewal date. All renewal documents will also be emailed directly to the broker.
Browsers we support
- Google Chrome
- Internet Explorer 11 +
Tablets and smartphones we support
Mobile and tablet responsive design is not supported.
Cookies used by this website do not store or contain any personal data
I did not receive my activate email
Please check your spam or junk folder to see if the message was filtered there. If you are a new broker and would like to access our portal please contact firstname.lastname@example.org
I’m unable to sign in
Try the following steps:
- Check if you’ve entered the correct username and password. Your username is the email address that your initial activation request email was sent to. The password is the one you specified when activating your account.
- Our passwords are case-sensitive. Please ensure you haven’t got a “Caps Lock” on by accident
- Try clearing your browser history and browser cache
- A security application might be blocking cookies. Cookies need to be enabled for you to login. Some internet security and privacy applications have features that block cookies. Please check the settings of your software for any cookie control features.
If the issue persists, please email us at email@example.com.
The site looks broken in my web browser
The site seems really slow
Please check that your internet connection is up and running
Can’t find the answer to your question?
Phone us at + 416 933 3698 or send us an email at firstname.lastname@example.org