Seven transactions, every class the market trades.
Sunrise Exchange automates quotes, new business, enquiries, endorsements, renewals, cancellations, and lapses across home, motor, commercial, trade, and other general insurance products. Each is a real-time message from the broker's system and an answer from the insurer's.
The transaction ledger
Scroll through the seven transaction types. Each one starts in the broker's system and ends there, with the insurer's answer on the record.
Quote
The risk goes to the insurer's rating from the broker's own system; the premium and terms come back onto the same record.
New business
The accepted quote becomes the policy at the insurer, and the policy number, schedule, and invoice land in the broking system.
Enquiry
Policy and claim detail retrieved from the insurer without a phone call, on the client's file.
Endorsement
A mid-term change sent, rated, and confirmed, with the adjustment premium and the updated schedule returned.
Renewal
The renewal invitation, the insurer's terms, and the accepted renewal, in the broker's diary and on the record.
Cancellation
The cancellation and its return premium processed at the insurer and reflected in the broker's ledger.
Lapse
A policy allowed to lapse, recorded at both ends so the book and the insurer agree.
What every transaction has in common
The exchange's rules are the same whichever transaction, class, or supplier is involved.
The insurer's answer returns while the broker is still on the record.
The submission is built from the client's file; the answer is written back to it.
Broker system and insurer system hold the same policy, premium, and status.
The same transaction from CBS, eGlobal, Evolution, WinBEAT, or an accredited platform.
Trade every one
from your system
Apply for broker access, or talk to us about listing a product that brokers can transact this way.