.

Quote, bind and issue policy documents for corporate travel, individual personal accident and sickness, legal expenses and a large range of professional indemnity occupations.

Benefits of online quoting:

  • Higher commission

  • Lower policy fees

  • Add in a broker fee if you wish

  • Pre-populated proposal forms

  • Quote, bind and receive the policy documents in minutes!

Generate FAQs

Logging In

  • You will require an account to log into Generate. Click here to request a login and you’ll receive details within 24 hours to your email.

    When you log in for the first time you will need to set up your password and complete a multi-factor authentication, which keeps your and your client’s information safe. For further information for first time users click here.

Trouble Shooting

Email generate@solutionunderwriting.com.au
Phone (03) 9654 6100
If in Generate, speak to an underwriter in the chat function

  • If you’ve checked the list and are still unsure, use the chat function to speak to an underwriter.

  • When your submission refers you are given the opportunity to immediately upload a completed proposal form (if you have one – it doesn’t need to be one of ours) and this is sent directly to an underwriter to prepare terms.

    A blank proposal form is also emailed to you in case you don’t have a completed proposal form, including the details where you should send the completed proposal to.

  • Professional Indemnity $5,000,000. We can consider a $10,000,000 Professional Indemnity limit, email us so our underwriters can look at the risk

    Public Liability $20,000,000

    Management Liability All referred

    Corporate Travel Pre-set benefits for Platinum Silver and Gold as per table of benefits. If you require additional/custom benefits, please email a&h@solutionunderwriting.com.au for Platinum Plus.

  • For Professional Indemnity and General Liability:
    If your quotation does not refer, it will be emailed to you together with a pre-populated short proposal form based on the information entered into Generate. The client will need to simply review, sign and date within 7 days of inception in order to finalise cover.

    For Corporate Travel:
    Not required

  • Yes, there is an option to provide the retroactive date whilst obtaining a quote. It is also requested that the insured’s expiring schedule is sent through to us within seven days to confirm the retroactive date.

  • All IT and combined PI/PL quotes contain options for $1M, $2M and $5M limits for Professional Indemnity and $5M, $10M and $20M limits for Public Liability.

    Non-white collar General Liability quotes are single limit only.

  • As logins are specific to each broker, at present you cannot see quotes that brokers in your office have made.

  • When your quotation is approved, you will automatically be emailed:

    • A quotation for you as broker, noting your commission and net amount due to Solution

    • A quotation for your client, which includes the broker fee you’ve indicated in your submission

    • The policy wording

    • A pre-populated, short-form proposal form for completion and signing by the client.

    You can also download these documents at any stage by logging back into Generate and selecting the ‘All Quotes’ tab. Find the quote and there will be a ‘Documents’ option which will allow you to download the quote document.

  • Click on the All Quotes tab and you’ll find a button for Certificate of Currency. The Certificate of Currency will then be emailed to you.

  • This will need to be manually added by an underwriter so give us a call or email generate@solutionunderwriting.com.au

Accessing Documents

Quote Amendments

  • An Underwriter will need to approve any change to the standard business description. If you’ve already obtained a quote on Generate, if change is agreed upon, our underwriters can simply amend on our end and send updated terms to you.

  • You can edit quotations by choosing Edit on the All Quotes tab.

    Once cover is bound, please email solution@solutionunderwriting.com.au and a mid-term adjustment quote will be sent to you.

Mid Term Alterations & Renewals 

  • Not at this stage. You will be sent a renewal invitation well in advance of the policy’s expiry. We endeavour to offer renewal functionality in the future.

  • Simply email generate@solutionunderwriting.com.au and advise you no longer wish to go ahead with the policy, and we will cancel it as at the date advised.