ACASTA Online Broker Portal - Steps From Application to Success
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1 WELCOME TO THE ACASTA WELCOME TO THE CONTACT US GADGET FAMILY LANDLORD VEHICLE MEDICAL HOUSEHOLD COMBINED GAP & RTI RETURN TO INVOICE (RTI) GUARANTEED ASSET ION (GAP)
2 ACASTA Step 1 5Simple Steps From application to a successful sale by Step Guide to the Broker Portal Visit our website and click on Broker Application Form Short & Sweet Application form One Paged Signed Document Fill out our short application form with your details following the on screen instructions Quick Approval Process Our dedicated team will process your application and approve your account the same working day D B T Specially Designed Portal You are now ready to start producing policies straight from our specially designed Broker Portal Automatic Policy Documents GO! Environmentally Friendly You will be automatically invoiced each month with a record of all policies issued to date for your records Acasta Europe Ltd. 1 Riverview, The Embankment Business Park, Vale Road, Heaton Mersey, Cheshire, SK4 3GN. info@acastaeurope.co.uk
3 A GUIDE TO THE ACASTA EUROPE Quick Introduction We have designed and created the Acasta Europe Broker Portal to have a simple user interface that maximizes productivity and reduces administration time. We worked with several key brokers to develop this system to ensure that the portal is created from the brokers point of view. Not the insurance company. The portal includes all our off the shelf products with more being added as we underwrite them. If you are interested in other products, please contact us directly and we can look into your proposal or interest. The application and user interface is simple and easy to use. Guide to the Broker D B T Portal > > >
4 A GUIDE TO THE ACASTA EUROPE Acasta online application form Simple & short application form The application form has been condensed to include only the information that is absolutely needed to create a terms of business agreement. You can access the application form on our website below, after submitting we will review and approve: Your company details. Contact details. D B T Financial crime policies. Completed.
5 A GUIDE TO THE ACASTA EUROPE Issuing policies through the Acasta Portal Click through to the product of choice from the home screen: WELCOME TO THE WELCOME TO THE CONTACT US CONTACT US GADGET FAMILY LANDLORD GADGET VEHICLE MEDICAL HOUSEHOLD COMBINED GAP & RTI RETURN TO INVOICE (RTI) GUARANTEED ASSET ION (GAP) Enter your clients details within the D Beasy T to use form. Your prices are conveniently located at the top of the screen if you need a quick reminder when issuing a policy amount. Your total payable amount includes IPT which is automatically calculated upon submitting. A quick screen will appear showing you the breakdown before final submit. You and your client will then receive an with the policy documents with the additional option to print.
6 A GUIDE TO THE ACASTA EUROPE Monthly invoices & commission all monies owed. Acasta Europe Limited Phone: Andrew Irvine - Broker Business Development Manager Phone: Andy.irvine@acastaeurope.co.uk D B T
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