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Managing Insurance Renewals: Happl Brokerage

To help make your insurance renewal process as smooth as possible, the Happl Insurance team will manage the renewal process with your insurer and support you through each stage of the renewal.

Written by Eve Moors

When an insurance policy expires on the Happl platform, it will automatically disappear from employee view. To avoid any interruption to employee access, the Happl team will work with you ahead of the renewal date to ensure all updated policy details are ready in time.

How the Renewal Process Works

The Happl Insurance team will begin the renewal process approximately 6–10 weeks before your policy renewal date by carrying out a market review and obtaining renewal quotations.

Once this process has started, a member of the Happl Insurance team will contact you to discuss your options and next steps.

What Information Will Happl Provide?

Once your renewal has been confirmed, the Happl team will manage and update the following information within the platform:

  • Updated rates or rate tables

  • Updated dependent rates or dependent multipliers

  • Updated provider details

  • Updated cover information

The Happl team requires a minimum of 3 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 2-4 working days (depending on the insurer) to

  • Any confirmed changes must be finalised before they will appear in payroll reporting

Providing timelines and responding promptly throughout the renewal process helps us ensure a seamless experience for both administrators and employees.

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