Insurance Policy Transfer
Move Existing Insurance PoliciesDid you know that you're allowed to switch insurance brokers and agents at any time? In an effort to ensure our insurance platform and process is available to as many businesses as possible, we've made it easy and free for businesses to move their existing commercial policies to us.
It's Online, Free, and Takes 30 Seconds
Upload your company logo, provide your current policy numbers, and sign with your mouse.
It really is that easy. The entire process takes 30 seconds and can be completed 100% online and without a phone call or support request. Best of all, we charge absolutely nothing to transfer existing coverage.
We Do All the Work
Transfer your policies without an awkward phone call to your current broker.
By automating the creation of a broker of record change request letter, we're able to communicate directly to your current insurance carriers and manage the entire process of moving your active policies over to us.
Every Feature Available Immediately
Our complete insurance platform is instantly available for transferred policies.
You don't have to wait until renewal to begin using all the great features our platform offers. Everything, including the digital insurance wallet, will instantly be available as soon as you transfer an insurance policy.
Save Money When You Renew
Many of our customers get better insurance for less when they renew with us.
When the time comes to renew your transferred policies, our online renewal process takes less than 10 minutes. We'll also analyze your current coverage and chances are, we'll be able to get you better policies for less money.