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QBE system and c.change tips to make your work life easier

To help you support your customers, we’ve developed these handy tips for QBE systems, including c.change, to ensure you have the information you need at your fingertips. Should you need more in-depth systems support check out ebusiness support. QBE’s dedicated team of e-business advisors are also available to help.

How to access QBE systems and c.change

Access to QBE’s platforms, including c.change, is via Partner Portal. Partner Portal is a secure website for our partners where you’ll find information and personalised resources to support you.

To log in, simply visit the Partner Portal, click the ‘Login’ button in the top right-hand corne, and enter your work email address. First time users will require a User Profile, please contact our ebusiness team who will create this for you.

If you have difficulty logging in, please refer to our video, FAQs or quick guide.

Accessing stored documents easily

We've produced some quick guides to save you time and help you service your customers faster.

A Certificate of Currency is available for SME products and some negotiated products and can be obtained through c.change and certain broker packages.

  1. Via c.change
    • Locate the policy in c.change
    • Click on the Policy Options at the bottom of the page
    • Select Certificate of Currency.
  2. Sunrise via your broker package
    • Click the 'View' function in your broker package, once you enter the QBE Sunrise product, enter through the screens until the Policy Option appears
    • Click on Documents section, and you’ll find the Certificate of Currency.

The guides below provide assistance on how to generate a Certificate of Currency through the various broker packages:

You can access a copy of your Workers Compensation Certificate of Currency or claims experience on c.change by following these steps:

  1. Locate the policy in c.change
  2. Click on Policy Options at the bottom of the page
  3. Select Certificate of Currency or Claims Experience, as appropriate.

Alternatively, please refer to our step-by-step quick guide.

You can download a claims history report for Motor (MPA) and Private Motor (MPV) via c.change:

  1. Locate the policy in c.change
  2. Click Claim Options
  3. Select commercial motor claims history report.

Alternatively, please refer to our step-by-step quick guide.

Note: for a claims history for all other products email [email protected].

You can access a copy of the No Claim discount confirmation on c.change by following these steps:

  1. Locate the policy in c.change and bring up its details
  2. Click on Policy Options at the bottom of the page
  3. Select 'No Claim Discount Confirmation' and submit a request
  4. Then use the print command from your browser to print the letter.

Note: The No Claim discount confirmation is only available for vehicle polices via c.change.

If a new business policy or renewal has not been flagged for an exemption of NSW Stamp Duty fees but it should have an exemption, it will need to be updated.

If you have already renewed the policy and forgot about NSW Stamp Duty exemption, make a request for a refund by following our step-by-step quick guide to process an endorsement. Once the request is completed, it will be referred to one of our underwriters for action.

If you haven't renewed the policy, contact [email protected] to discuss the matter.

With the customer’s consent, you can change a customer’s bank details or direct debit information at any stage within the policy period in c.change.

Refer to our step-by-step-quick guide.

To streamline requests, you can upload documents for Business Pack (BPK), Private Motor (MPA), Commercial Motor (MVA), Home & Contents (HPK) and Farm (FAR) referrals via Sunrise and c.change for the following transaction types:

  • Quotes (for BPK)
  • New business
  • Endorsements
  • Cancellations
  • Renewals.

Please refer to our guide, How to upload documents into c.change and sunrise_BPK, MPA, MVA, HPK and FAR, which explains how to attach documents and answers some commonly asked questions.

What types of documents should I upload?

Business Package (BPK)

Referral reason Documents
Claims experience Claims history
Survey required

Survey report
Building valuations
Building reports
Photos
Refer due to construction

Survey report
Building valuations
Building reports
Photos

Specified items

Photos
Valuations

Sums insured exceeds limit

 Valuations
Stamp duty exempt Stamp Duty Exemption Certificate
Manual – matching terms transfer Quotes and policy schedules
Variable clause noting Interested Party/Third Party Contracts, agreements, leases
Refer due to backdate Proof of sale

Private & Commercial Motor (MPA and MVA)

Referral reason Documents
No claim bonus Proof of no claim bonus from prior insurer
Claims experience Claims history on prior insurer letterhead
Driving offences Print our from the relevant authority (eg Dept of Transport)
Stamp Duty Exempt

Stamp Duty Exemption Certificate

Refer due to backdate

 Proof of sale

Home & Contents (HPK)

Referral reason Documents
Claims experience Claims history on prior insurer letterhead
Stamp Duty Exempt

Relevant documentation that shows that the insured is stamp duty exempt

Specified items – sums insured exceed limits

 Copies of relevant valuations
Rewiring/replumbed Copies of documents showing when risk was last rewired/replumbed
Situation in cyclone/remote area Copies of documents that support any work that has been done to mitigate cyclone exposure

Farm (FAR)

Referral reason Documents
Construction/inferior construction
Year built
Property & BI sum insured		 Survey of the risk, including images
Building valuations
Building condition reports
Pictures of the item in question
Claims experience Claims history on prior insurer letterhead
Full details of the loss(es)
Full details of any remedial actions undertaken by the insured

Document upload guidelines

  • You can add up to 20 documents for each referral
  • There is a two-megabyte (2mb) size limit for each uploaded file
  • The maximum size limit for all files is 30 megabytes (30mb) for each referral
  • There is a 50-character limit for the file name. Files names that exceed 50 characters will not be uploaded successfully
  • The description of the file uploaded is limited to 30 characters and must only include letters, numbers and spaces
  • Documents uploaded as part of a referral cannot be deleted once the transaction is completed
  • Files names should not contain any spaces or special characters such as an asterisk, hash tag or exclamation mark (hint – Use 'save as' to rename the file with no spaces or special characters before attaching).

If you exceed the document size limits, the system will display an error message to let you know which limit has been exceeded.

Helpful hints

Here are some suggestions about how to reduce the file size of your documentation:

  • Split a large document into two or more documents before uploading
  • Reduce the size of a large document by ‘zipping’ the file before attaching
  • Save large photo files as a PDF.

Quick guide library