We’ve been delighted by the feedback we’ve received since launching our enhanced Referral process earlier this month. Brokers have told us how much easier and faster the new approach is, with everything centralised and clearer than ever. The difference it’s already making has been fantastic to hear.
Now, we’ve taken it a step further. From Monday 29th September, we’re rolling out the next phase of improvements to the referral process in Assist.
This update now includes renewals and MTAs — and for the first time, all policies and quotes will be visible in one central Day Book. That means everything you need to manage referrals is in one place, saving you time and giving you a smoother, more transparent view.
What’s new this time?
- Renewals & MTAs included – the referral process is now fully extended across new business, renewals, and mid-term adjustments.
- All in one Day Book – every policy and quote, in one simple view.
- Smarter, faster navigation – no more switching between different places or searching for updates.
These enhancements continue our focus on speed, simplicity, and transparency, giving you more control and reducing back-and-forth so you can get answers quickly for your clients.
We’re confident you’ll notice the difference from day one. Thank you for your continued feedback, it’s helping us shape a platform that works better for you and your clients.
