Online Services

As part of our commitment to delivering brilliant service, RSA offers a set of online tools to support our broker partners and make it easier for you to do business with us.
Here is an overview of our key support tools — Technical and Policy InformationTransactional Tools,Customer Support Tools and our Risk Appetite Checker — along with links and additional information.

For support and training on any of these, we encourage you to contact your Regional Account Manager.

Technical and Policy Information 

BRAVO

Our exclusive broker portal, BRAVO, gives you convenient 24/7 access to the tools you need to do business, including an extensive online library of client management tools, information search tools, reference tools, broker bulletins and Broker Experience Reports.

BRAVO also houses a comprehensive and up-to-date collection of manuals for property and auto products (viewable as a web page and in PDF format for download) and a complete PDF library of all the forms that you will need.

For questions regarding the materials stored on BRAVO and how to use them, please contact your local Regional Account Manager.

Transactional Tools

WebBusiness

This tool allows you to issue new Personal Insurance policies and to change or cancel existing policies in real time. This tool integrates with your current systems, including CompuQuote, Power Quote, TAM (WARP) and NEXCENTER, allowing you to process new business efficiently. You can access WebBusiness through BRAVO. WebBusiness is supported by a dedicated team at our Service Desk.

ePolicy

This tool gives you priority service, allowing you to obtain a Commercial Insurance quote in minutes and print formal quote documents. Policy wordings and other helpful documents are easy to find quickly through the intuitive interface. To access ePolicy, simply log in to BRAVO, and select "Go to ePolicy" on the right hand column. ePolicy is supported by in-person training as well as these online user guides:

Customer Service Tools

Client Inquiry Tool

This offers real time integration for efficient billing, policy and claims inquiries for your Personal Insurance and Commercial Insurance clients using the TAM broker system. It is available on the BRAVO portal, in the left-hand navigation bar.

Claims Notification

These daily emails contain notifications of newly opened, reopened, expanded and closed claims, to help you streamline your claims process. Emails include basic information about each claim with links to BRAVO for further details.

Customer Account

This tool makes it easier and more efficient to serve your Personal Insurance clients with multiple insurance needs by allowing you to comprehensively review all of the client’s RSA insurance policies, which creates a more meaningful conversation and positions you as a value-based insurance provider. Customer Account lets you provide:

  • RSA policies bundled under a single account number
  • An easy-to-understand insurance summary and invoice
  • A common renewal date for all of the client’s RSA policies
  • Payment flexibility

To learn more, log on to BRAVO.

E-Z Docs

Replace your broker hard copies of Commercial Insurance and Personal Insurance documents with electronic versions. Our EZ-Docs tool, available on BRAVO, has received eDocs Certification from the Centre for Study of Insurance Operations (CSIO). The CSIO Certification program ensures that standards-based solutions such as eDocs are uniformly implemented across the country, allowing for more efficient and seamless exchange of information between insurers and brokers. E-Z Docs provides these benefits:

  • Reduces storage needs
  • Provides secure online archiving
  • Increases efficiency
  • Incorporates easily into your systems
  • Enables you to provide better service to clients
  • Saves paper
  • Offers a choice of two delivery options
  • Allows you to set a different workflow preference for Commercial documents if you wish

Risk Appetite Checker

Our expansive appetite for small to medium businesses means that our portfolio is broader than ever — and that means you have a greater opportunity to consolidate your Commercial Insurance clients with a single leading insurance carrier to streamline and increase the efficiency of your business.

Use this Risk Appetite Checker to discover whether your next Commercial client is a good fit for RSA. It incorporates a combination of sector insight, historical data and expert underwriting analysis to provide a guide to RSA’s business insurance appetite for that client’s risk level. This tool provides an estimate only — each application is reviewed on a case-by-case basis, taking into account specific risk features, claims history and risk control activity.

Try the Risk Appetite Checker on any of our Commercial Insurance product pages.

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