Insurance: Admins
Guides for admins managing insurance
By Sandy and 1 other2 authors11 articles
Managing your insurance policies
Requesting an Insurance quote
Deduct insurance to an allowanceIf you want to deduct the cost of an insurance policy from an employee’s allowance, Happl gives you flexible options to make this simple and fair.
Insurance Reporting When Your Policies Are Managed by HapplThis guide explains how information flows when Happl manages your policies, and what that means for you and your employees.
Insurance Reporting When Your Policies Are Managed by a Partner Broker of HapplThis guide explains how information flows between your HR system, the Happl platform, your broker, and your insurer - with Happl coordinating everything in the background so you don’t have…
Insurance Reporting When You Have Your Own BrokerThis guide explains how Happl supports you in identifying changes - and how you can use the platform to download and share the relevant reports if you have your own…
Transferring Insurance Brokerage to HapplLearn how transferring your insurance brokerage to Happl streamlines enrolments, reporting, and employee support, removing manual admin and keeping your policies up to date.
Reporting Changes Back to HapplThis guide explains when manual updates are required and how to report changes correctly.
Managing Insurance Renewals: External BrokerTo help make your insurance renewal process as smooth as possible, we ask that you share your renewal details with the Happl team ahead of your policy renewal date.
Managing Insurance Renewals: Happl BrokerageTo 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…
How to View and Manage Your Insurance Quotes in HapplIf Happl is your insurance broker, your insurance quotes will be shared with you directly in the Happl platform.