How-to Guide

Broker forms for Sales Process:

  1. Login to brokerforms.com.au with a user name and password
  2. Select Form Type by clicking on icons
  3. To create a new entry, select the ‘Create New Form’ button
  4. Commence the form and complete all required form fields
  5. Select Submit to complete the form
  6. A pdf version of the form will be sent to your email inbox, or click the download button to download the pdf version of the form
  7. Print completed form if required
  8. Store the pdf form into a suitable mail folder for future reference
  9. Email completed pdf form to selected insurers’ contact for quotation
  10. Insurers process quotation request manually and email back premium terms to broker
  11. Broker User emails back any changes required for revised quotation
  12. Insurers process quotation changes manually and email back revised premium terms
  13. Broker User confirms acceptance of selected insurer’s revised terms by email to request coverage to be bound with an effective date

Manual Products – move to step 14
If selecting Australian Sunrise electronic products move to step 17

  1. Selected insurer confirms coverage bound by email to Broker User
  2. Broker User enters client / policy information into broker administration system
  3. Broker User invoices client for payment and sends Closing to insurer

Sunrise Process

  1. Successful insurer “pushes” their quotation terms and schedule through Sunrise Renewals Import function to Broker User.
  2. Broker User then creates “shell” dummy policy file with previous year dates to accept insurer’s quotation detail via Sunrise Renewals Import List which saves double-keying
  3. Alternative is for insurer to provide the broker their Quotation reference number to enter into Sunrise which will upload the insurer’s terms and policy schedule to broker’s system
  4. Broker user closes transaction through Sunrise to selected insurer and policy is bound.
  5. Alternative is for insurer to provide the broker their Quotation reference number to enter into Sunrise which will upload the insurer’s terms and policy schedule to broker’s system. The advantage of this method is a clean looking insurer’s schedule pdf instead of an unprofessional looking Sunrise schedule.
  6. Broker user closes transaction through Sunrise to selected insurer and policy is bound
  7. Broker prints policy schedule / certificate and invoices client for payment

Broker forms for Insurance Endorsements and Renewals

  1. Saved forms for any particular policy can be retrieved via the Form Type for example Motor Vehicle Forms
  2. View all your submitted forms and search or view them
  3. Select submitted form from list and click edit or search function
  4. Form opens up and can be edited. Add in client’s new instructions
  5. Select Update button once completed and click Return button
  6. Sort by date and select the edited form and then click ‘View PDF’ and download as required
  7. The downloaded form can be saved and an updated pdf of the form is saved into a suitable folder for future reference
  8. Broker then places cover with the insurer by emailing an updated Broker Form to them noting the change in cover and requests advice of any change in premium and confirmation of coverage back by email
  9. Broker then enters the transaction change into their broker management system and either invoices the client for any extra premium or processes a return premium payment whichever is applicable
  10. Broker closes transaction to the insurer by email attaching copy of system endorsement

Broker forms for Insurance Portfolio Review

  1. Select the Portfolio Coverage Review Form available from the Broker Forms
  2. Select ‘Create New Form’ and completed the form
  3. A pdf version of the form will be sent to your email inbox, or click the download button to download the pdf version of the form
  4. Print completed form if required
  5. Store the pdf form into a suitable mail folder for future reference
  6. Once the client’s renewal instructions are obtained through the edited Broker Form it can be emailed to the current insurer for renewal terms
  7. If the insurer’s terms and conditions are not competitive, the edited and saved Broker Form containing all the necessary risk information needed for quoting by insurers can emailed to the market for competitive terms