FAQ

Agent and Distributor Questions on Mexican Insurance Online Website Functionality

How do I void a policy?

When you visit our reports area, you can search by policy number, last name, date policy issued, or effective date. Once you locate the policy you would like to void, simply click the “void” button. You will need to input your name and reason for cancellation in the space provided for. A processing fee may apply. Note: Policies are nonrefundable after the effective date of coverage.

How do I retrieve a previously issued policy?

When you visit our reports area, you can search by policy number, last name, date policy issued, or effective date. Once you locate the policy you would like to retrieve, simply click the “details” button. This will allow you to retrieve, reprint, or download and email your customer the policy in pdf format.

How do I handle changes to a policy?

When you visit our reports area, you can search by policy number, last name, date policy issued, or effective date. Once you locate the policy you would like to change, simply click the “edit” button. If it is a non premium bearing change, such as updating a vin # or lienholder info, you will be able to update the declaration page and reprint or email the updated page to your client. For premium bearing changes such as adding values, changing effective dates, increasing the number of days, please contact us with the policy number and specific change requested.

When do I receive my commissions?

Each time a policy is sold from your website, you receive an email confirmation from us. On the 15th of the month following the sales month, we issue commission checks for all of the policies issued in the prior month. We also have the ability to directly deposit these commissions into your account. To take advantage of this service, please click here and complete our authorized agreement for deposits into your account.

My customer has previously bought a policy on the site. Is there an easy way to issue a new policy without re-inputting all the data?

When you visit our reports area, you can search by policy number, last name, date policy issued, or effective date. Once you locate your customer's policy, simply click the “Ceate new quote/policy using this information” button. Make sure to update the dates, verify the vehicle, and all other data before continuing to the Quote Results Page.

I am interested in reviewing the insurance companies actual coverage contract?

Review all applicable coverage, claims, and disclosure forms.

My customer has had a loss in Mexico. What do we do now? How do we follow up?

Review all applicable coverage, claims, and disclosure forms.