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 support, QBE’s dedicated team of e-business advisors are also available to help.

How to access Partner Portal

Partner Portal is a secure website for our partners where you’ll find information and personalised resources to support you.

Within the Partner Portal, you can access the platforms you require, including c.change.

To log in, simply visit http://www.qbe.com/au/brokers and use the purple 'Login' button in the top right-hand corner. From here, log in with your work email address. For first time users, you will require a User Profile, please contact our e-business team who will create this for you.

Watch our short video on how to access QBE’s Partner Portal.

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

Accessing stored documents easily

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

There are two ways you can obtain a Certificate of Currency:

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.

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

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.

Alternatively, a step-by-step guide based on your broker package, is available upon request.

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.

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.

To obtain a refund, make a request by following our step-by-step quick guide. Once the request is completed, it will be referred to one of our underwriters for action.

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

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

You can download a commercial motor claims history report via c.change:

  • Locate the policy in c.change
  • Click claim options
  • Select commercial motor claims history report.

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

When referring a BPK quote in Sunrise and c.change, you can attach documents including photos, surveys and loss assessment reports that help us assess and underwrite the risk.

Please refer to our Frequently Asked Questions and Quick Reference Guide, which explain how to attach documents in Sunrise and c.change.

Important tips and some examples of documents which may assist

  • If your quote is a referral due to a survey being required, please attach this documentation, along with photos and risk requirements. These should be than no more than two years old (follow these steps so we don’t automatically decline you)
  • If the quote is a referral due to the selected occupation, please provide an application form or proposal
  • If the quote is a referral due to a disclosed claims history, please provide a copy of the customer’s claims history on underwriter letterhead or a loss assessment report to help your QBE underwriter review the quote.

Some things you need to know

  • You can add up to 20 documents for each referral from the referral screen
  • 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
  • The description of the file uploaded is limited to 30 characters and must only include letters, numbers and spaces
  • Document upload is only available for quotes and not for converted quotes or new business transactions
  • Documents loaded as part of a referral cannot be removed in subsequent referrals for the same quote
  • There is a 50-character limit for the file name. Files names that exceed 50 characters will not be uploaded successfully
  • 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 provide you with 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.

How to contact QBE e-business advisors

If you need help or access to c.change or Sunrise, you can contact our e-business advisor team via our centralised email address ebusinesssupport@qbe.com and one of our experts will get back to you.

Contact details for our e-business support team are also available on the website.