Yes, in many cases.

Webber Insurance can generally take over the management of an existing insurance policy from another broker, either during the policy period or at renewal.

How does the process work? #

You will generally need to sign a Letter of Appointment authorising Webber Insurance to act as your broker.

We can then provide the appointment to the insurer and request that management of the policy be transferred to Webber Insurance.

The transfer remains subject to the insurer accepting and processing the appointment.

Once the appointment has been confirmed, we can generally assist with:

• Policy changes
• Certificates
• Claims
• General policy administration
• Renewal

Changing broker does not automatically change the insurer or policy terms.

If you also want alternative insurance options, we can discuss whether it is appropriate to obtain them immediately or at renewal.

What if I want to replace the policy as well? #

If you want Webber Insurance to arrange replacement cover, contact us before the current policy expires and provide, where available:

• Your current policy schedule
• Renewal documents
• Claims history
• Any contracts or insurance requirements
• Details of changes to your business

Do not cancel or allow existing cover to expire until replacement insurance has been confirmed.

Replacing a policy during the policy period can sometimes be possible, but cancellation terms, retained or minimum premium, any available refund, differences in cover, limits, excesses and exclusions should be considered first.

Claims-made policies such as Professional Indemnity Insurance require particular care around continuity, retroactive dates, known circumstances and previous work.

Contact our team if you would like us to review the timing and available options.