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Shift to UpSure

Move your existing insurance program to UpSure.

A letter of appointment lets you appoint UpSure to service and advise on your current insurance program. You do not need to wait for renewal, and there is no separate UpSure appointment fee to make the move.

Start the switchWhy UpSure
Letter of appointment

A cleaner way to change brokers.

UpSure can take over day-to-day servicing, insurer conversations, claims advocacy and renewal planning while your existing policies stay in place.

No cancellation required
No separate appointment fee
Broker-led review from day one
How it works

Appoint UpSure without rebuilding everything from scratch.

You decide to appoint UpSure

We confirm the policies, insurers and servicing needs that sit inside your current program.

A letter of appointment is signed

The letter gives UpSure authority to act as your broker for the existing program and speak with insurers on your behalf.

The market is notified

Your current broker and insurers are notified, then UpSure becomes the broker of record for servicing, claims and renewal strategy.

We start improving the program

We review wording, limits, contracts, claims posture and renewal strategy so the next move is deliberate, not rushed.

Why move

More advocacy, more options and a sharper renewal plan.

Moving the program is not just admin. It gives UpSure time to understand your contracts, claims exposures, growth plans and insurer relationships before the next major renewal or capital raise.

A specialist broker reviews the program through a startup, scaleup and technology risk lens.
Claims support, certificates of currency, contract reviews and insurer requests come through UpSure.
You keep existing policies in place unless a change is agreed and properly documented.
Renewal strategy can start earlier, with broader access through CBN, Steadfast and specialist markets.
There is no separate UpSure appointment fee to move the servicing of an existing program.
Broker remuneration and any future fees are disclosed through the usual advice, quote and FSG process.
Questions

The practical details.

Do we need to wait until renewal?

Usually no. A letter of appointment can often move broker servicing mid-term, subject to insurer and administration requirements.

Do our policies get cancelled?

No. The appointment changes who services and advises on the program. Policy changes only happen if you instruct and approve them.

Will our current broker be notified?

Yes. Once signed, the letter of appointment is used to formally notify the relevant parties that UpSure has been appointed.

Is there a fee to appoint UpSure?

UpSure does not charge a separate appointment fee to take over servicing. Any future remuneration, brokerage or agreed fees are disclosed in the normal advice and placement process.

Ready to appoint UpSure?

Send us your current policy schedule or renewal documents and we will explain the appointment process before anything is sent.

Speak to a broker