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Ask your insurance broker to upload your certificate

Add your broker for each policy and we email them for the renewed certificate of currency before it expires. They upload it with a single-use link.

2 min readLast updated

Applies to: Free: no pack needed · Providers, Visitors and anyone with a link

On this page

Save chasing your broker every year. Add them once per insurance policy and, if you agree, we email them 30 days before your certificate of currency expires, asking them to upload the renewed one. They don't need an account.

How to add your broker

  1. Step 1: Open Documents, then Insurance broker (or the Broker tab, if you have one).
  2. Step 2: Under the policy, enter Broker's name or company and Broker's email.
  3. Step 3: Tick the box to agree to iComply emailing your broker, and select Save.
  4. Step 4: Want the certificate now? Select Ask (your broker's name) now.

What happens next

  • Your broker gets one email, clearly from you (or from the organisation that asked), with a single-use upload link.
  • They open it, choose the certificate, check the dates (they can select Read the certificate to have them read, if you said yes to read assist) and select Upload certificate.
  • The certificate lands in your account as a document waiting for review, and you and the organisations you work with are told.
  • The page shows each request: Sent, not opened yet, Opened by your broker, Uploaded, Link expired or Cancelled, and who asked.

Organisations you work with can also ask your broker for a renewed certificate, but only once you've added the broker and agreed. They see only their own requests and the automatic ones.

Common questions

  • Change of broker? Change the email and save: any open link stops working.
  • Changed your mind? Untick the box and save, or select Remove broker. Any link we sent stops working.
  • I'm the broker. Open the link from the email, upload the certificate of currency (PDF or a clear photo) and enter the expiry date exactly as printed. If it says This link can't be used, it has expired or was replaced: ask the business to send a new request.

Limits

  • The broker's link works once, for 14 days. A newer request cancels the older link.
  • A broker can be asked about the same policy up to 5 times a day.
  • PDF, PNG or JPG, up to 10 MB, virus-checked before it's saved.
Your consent is recorded with who and when, and you can withdraw it at any time. Only a fingerprint of each link is stored, never the link itself.
Open Insurance broker
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