Reassign risks

Only Principal Brokers can reassign risks within their company. 

Risks can only be reassigned in aggregate; it is not possible to transfer one risk at a time ― this means that all risks that were being managed by one broker will be transferred to another irrespective of their risk status (In Progress, Quoted, or Bound). In the event there is a desire to transfer these back, the same rule applies and all risks from the new broker will be assigned back.

Here's how you reassign risks: 

• Under Admin, choose Manage Company and Users and then Reassign Risks
• If you have access to multiple products by the carrier, choose the product of interest
• From the drop down, choose the current broker name
• From the drop down, choose the replacement broker name 
• If the broker has left the Company ensure they are disabled; simply select No to the question Enabled from the user profile which ensures they will no longer be able to login

Quick tip! Prior to reassigning risks, ensure the new broker is Enabled. You can quickly confirm risks have been reassigned using the Search option from your menu.