Frequently Asked Questions following Cobra's relaunch

To address any questions you may have about our recent system change, we have compiled an extensive list of FAQs.

Of course, if you find that your question is not answered below, please don't hesitate to contact one of our team on 029 2080 8963 and they'll be happy to help.


Why are you upgrading your software system? 

Will I still have my pipeline quotes?

Will my previous pipeline quotes be carried over to the new system?

Will the pipeline quote information need to be validated prior to proceeding with cover?

Will I be able to cancel policies online?

Will I need training with regards to the changes that are taking place?

How will these changes affect my business and the way I transact business?

Will I be able to transact business out of business hours?

Will I be able to transact new business, mid-term adjustments and renewals immediately?

Will I be able to download point of sale documentation in the same manner as I do on the current system?

Will I have full control over quoting and processing both new features; mid-term adjustments and renewals? 

How will these appear on my monthly account statements? 

Do I need any new software to use the upgraded online quote system? 

How do I find out more?

Why are you changing your identity and upgrading your software system?

We are upgrading our software system in order keep up with the demands in our ever changing industry. 

Will I still have my pipeline quotes?

Yes, but this is now called ‘manage quotes & policies’.

Will my previous pipeline quotes be carried over to the new system?

As a result of the system upgrade, any pre- February the 1st 2010 pipeline quotes will be saved externally on our in-house system. This is due to the significant upgrade in technology; however CES account executives will be on hand to process all previous quotes. 

Will the pipeline quote information need to be validated prior to proceeding with cover?

Yes, in order to ensure that all information is correct and accurate, all quotes will need to be re-quoted. However all existing information will be saved and stored on the system. 

Will I be able to cancel policies online?

No, the new facility will not provide a facility whereby you will be able to cancel policies online. This will be managed in house by our cancellations department.

Will I need training with regards to the changes that are taking place?

No training will be required, however should you require any assistance then one of our dedicated account handlers will be able to resolve your enquiry efficiently.

How will these changes affect my business and the way I transact business?

You will have full control and access to your online policies where you will be able to quote and transact new business, mid-term adjustments and renewals.

Will I be able to transact business out of business hours?

Yes, our website facility is accessible 24hrs a day, 7 days a week, 365 days a year. You will be able to transact new business policies, mid-term adjustments and renewals without any interruptions during this period. 

Will I be able to transact new business, mid-term adjustments and renewals immediately?

Yes, any policy that has been renewed or purchased after the 1st of February 2010 will have full online functionality in ‘real time’, allowing brokers to transact business 24/7.

Will I be able to download point of sale documentation in the same manner as I do on the current system?

Point of sale documentation will be still be available, however in order to provide a more secure method of issuing documentation, quotation summaries, policy schedules and employers liability certificates will be e-mailed across immediately, as soon as a policy is quoted or purchased online.

Will I have full control over quoting and processing both new features; mid-term adjustments and renewals?

Yes, our system will enable you to have a ‘self service’ functionality allowing you to quote and proceed with all mid-term adjustments and renewals.

How will these appear on my monthly account statements?

New business, mid-term adjustments & renewals will appear on your accounts as previous on your monthly statement.

Do I need any new software to use the upgraded online quote system?

No you do not need any new software to use the upgraded system, however we recommend upgrading to the latest web browser so you can take full advantage of the new quote system.

How do I find out more?

You can contact one of our dedicated team members who will be on hand to assist on 029 2080 8963. Alternatively you can e-mail us on feedback@xbroker.com.