Keep track of your actions on insurers' portals

What this guide contains

1. One portal per insurer, one view for your office
2. Actions that get lost
3. What to record for each action
4. Follow up without a separate spreadsheet
5. Cancellation: choose the right reason
6. The management mandate, insurer by insurer

An excerpt

The portal does the work, not the tracking

Each insurer offers its brokers a portal to cancel a policy, order a certificate, submit a mandate or report a claim. The insurer handles it. But no portal tells you what you requested from other insurers in the same week.

An office working with ten insurers therefore keeps ten separate histories. The question « Where does this cancellation stand? » means opening the right portal, finding the request and remembering the date it was sent.

Three details are enough

For each action, record the date sent, the reference provided by the insurer and the date when you will follow up. Without these three details, an unanswered request is only noticed when the client calls.

A follow-up period of ten working days suits most routine actions. Adapt it to your experience with each insurer.

Statutory provisions cited

art. 35a, 42 and 54 ICA