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Can Webber Insurance take over from my existing insurance broker?
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AI Doc Summarizer Doc Summary

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.

General Advice Warning: The information on this page is general in nature and does not take your personal circumstances into account. You should consider whether it is appropriate for you and seek professional advice before making any decisions. For tailored advice, please contact Webber Insurance Services.