EDI (Electronic Data Interchange)
Frequently Asked Questions
General
- How do we get activated for full-cycle trading?
- Can policies be placed on direct debit?
- Can the insured pay by credit card?
- Can policies be reinstated once cancelled or lapsed?
- Can we action premium overrides on our system?
- Who is responsible for underwriting on Full Cycle policies?
- What should we do if our system 'refers' a quote?
- Can we transfer one policy from different brokers to our account?
- How long and what EDI documentation should be kept by brokers?
A. Complete our online activation form, e-broking support will process your switch on request and contact you/your software house where applicable. At point of activation, Norwich Union will issue policy numbers.
Documentation packs can be requested via the E-broking Website.
A. Yes. Once the direct debit details are keyed onto your system and transmitted to us the details go directly to FOCOL and collections start automatically. There is no need for a two-month deposit cheque as FOCOL also collects this.
A. Yes. Some software houses are able to transmit this information along with the EDI message. See 'Software House Products' information on the E-broking website for details. For all other software houses, please contact your regional Personal Lines team who will take the details and arrange payment on your behalf.
A. No, unfortunately there is no reinstatement facility for any of our Full Cycle contracts. If reinstatement is required a new manual policy will have to be issued by Norwich Union Customer Services.
A. Yes, all premium overrides must be referred to e-broking support to issue a code for your system to enable you to proceed.
If an override has been previously agreed by your Account Manager, e-broking will need to verify this before being able to issue.
A. Your normal Customer Services area is responsible for underwriting matters on Full Cycle policies. e-broking support is a technical support team and do NOT have underwriting authority.
A. Firstly you should check your system, in most cases a 'show workings' option is available. This will explain why the policy is a 'refer' case. If it is an Underwriting referral please contact your normal Customer Services area & obtain a call reference to accept the quote. You will then be passed to the e broking team for an overide code.
A. No, it is not possible to transfer one policy, it would have to be rebroked on your own software system as a new policy. We can, however, action a whole Agency Transfer, to do this you need to contact your Account Manager who will complete the relevant forms enabling us to transfer the business.
A. It is an FSA requirement that documentation must be retained for 3 years. Documents which need to be maintained include any forms/documents signed by the policy holder - Security certificates / No claims bonus proof , (to be retained for auditing purposes).
