When an insurance policy expires on the Happl platform, it will automatically disappear from employee view. To avoid any interruption to employee access, please get in touch with your Happl contact as soon as your renewal has been confirmed.
What Information Do We Need?
Once you’ve confirmed which quote you’ll be moving ahead with, please send through the following details:
Updated rates or rate tables
Updated dependent rates or dependent multipliers
Updated provider details (if applicable)
Updated cover information (if applicable)
Updated eligibility requirements (if applicable)
The earlier we receive this information, the better. The Happl team requires a minimum of 5 working days to build and configure your renewed policy within the platform before it can go live for employees.
What Happens Next?
Once your policy tile has been set up, you’ll be able to:
Review and make any updates within the platform
Upload any relevant policy documents
Prepare everything ahead of enrolment or employee communications
If You’re Running an Enrolment Window
If your renewal includes an enrolment window, please let your Happl contact know:
When the window should open (date and time)
When the window should close (date and time)
Please note:
Enrolment windows must be scheduled within Monday–Friday, 9:00am–5:00pm UK time
The Happl team requires 2 working days to audit any employee changes before they can be shared with your broker
Your broker will then need to confirm these changes and report them back to the platform before they appear in payroll reporting
Providing your renewal details as early as possible helps us ensure a seamless experience for both administrators and employees.