We are pleased to announce a major improvement to the referral process within our trading platform, Assist.
Following valuable feedback from our broker community, we have made our online referral process easier, faster, and fully centralised — giving you everything you need in one place.
These enhancements are designed to save you time, reduce complexity, and provide a more consistent and intuitive experience when trading with us.
Here’s what you can now enjoy…
Improved Referral Process
- No more emailing the underwriting team in response to CE underwriters’ queries
- No confusion on “how” to respond — the process is now crystal clear
- Provide answers quickly in one simple location
- Meaning a faster turnaround for your clients
Journal Page Improvements
- Referral messages and underwriters’ comments now appear together
- Easily see how you’ve responded previously
- A consistent, uniform approach — making it easier for us to support you efficiently
New & Improved: Interactive Day Book
- Action buttons for instant updates
- Holds 30 days of renewals in one view
- No more hunting for information — everything is right where you need it
This is about speed, simplicity, and giving you a smoother, more transparent experience. The updates are live now, and we think you’ll notice the difference straight away.
