Digital migration roadmap

There are some specific distribution mapping principles that we will follow as we migrate the business across to AXA, these are listed in the table below:

Any significant changes to policies will be communicated via a Notice to Policyholder (NTP) and endorsements relating to these will be shown on the Schedule. It’s important that you review and communicate these changes in cover to your customer and ensure they understand the key differences.

If an instalment facility was set up with Ageas, this will continue on the AXA Policy with no action required by you or your customer.

How to access Imarket renewals

• Locate the existing Ageas policy record
• Click to generate renewal
• All existing Ageas held policy data will auto populate a renewal invite from AXA.
• Renewal documents including endorsements and the NTP will be automatically generated in the Electronic File.
• The renewal invite from AXA will be priced in line with the Ageas rating methodology and include Index linking (if applicable).

Key things to remember

• If you use Open GI or Applied then please ensure that you obtain the renewal quote from AXA prior to making any renewal amendments.
• The existing Ageas policy will automatically expire, and you do not need to do anything more with it.

How to access AXA Extranet renewals

• Log into the AXA Extranet and search for your client
• Locate the record you’re looking for, this can be identified by, client name or postcode
• Ageas held policy data will auto populate a new quote under the ‘Saved quotes’ section. This will be priced in line with the Ageas rating methodology and include Index linking (where applicable).

Key things to remember

• Ageas migration policies will not appear under the Renewals section of the Extranet.
• Amendments to the ‘saved quote’ can be made immediately before accepting the renewal.
• The existing Ageas policy will automatically expire, and you do not need to do anything more with it.
• Some assumptions have been made where AXA have a mandatory question, but this information was not previously provided. You must check all risk information is correct.

There are some specific mapping principles that we will follow as we migrate the business across to AXA, these are highlighted below:

It hasn’t been possible to migrate these policies in order to generate a renewal invitation but we will be migrating policy data in order to generate a new business quotation. This means that there will be differences in cover in the new policy and it’s important that you review and communicate these changes in cover to your customer and ensure they understand the key differences and that it still matches their needs.

If an instalment facility was set up with Ageas, this will continue on the AXA Policy with no action required by you or your customer.

Acturis: Clone as RFQ

• Select the Existing Live Ageas Policy
• Click on
• Add in the renewal date as the effective date and select
• This will run the quote process and allow you to select AXA.

Key things to remember

• As this will be new business to AXA, a Notice to Policyholder (NTP) or key difference document will not be generated.
• The existing Ageas policy will automatically expire, and you do not need to do anything more with it.

How to access AXA Extranet New Business quotes

• Log into the AXA Extranet and search for your client.
• Locate the record you’re looking for, this can be identified by, client name or postcode.
• Ageas held policy data will auto populate a new quote under the Saved quotes section.
• The saved quote will be priced in line with the Ageas rating methodology and include index linking (where applicable).

Key things to remember

• As this will be new business to AXA, a Notice to Policyholder (NTP) or key difference document will not be generated.
• The existing Ageas policy will automatically expire, and you do not need to do anything more with it.
• Some assumptions have been made where AXA have a mandatory question, but this information was not previously provided. You must check all risk information is correct.

Optima Business Plus is a legacy product of Ageas. It’s unique and complicated, as is any small business combined eTrade product and therefore it’s not a straightforward lift across to Business Choice.

We will be reviewing each policy on its own merit, and where possible we will contact you to confirm that we have invited as an AXA Business Choice policy. Where this is not possible, we will write to you, via Email, explaining that we cannot digitally trade on this risk and invite you to submit for consideration as a Regional traded new business case.

If we do manage to invite and an instalment facility was set up with Ageas, this will continue on the AXA Policy with no action required by you or your customer.

Key things to remember

• We may have to make some assumptions to obtain a quote using AXA Business Choice and so remind you to ensure that you review all information to check it is correct for your customer.
• Policy amendments can be made immediately before accepting the renewal quote.
• The existing Ageas policy will automatically expire, and you do not need to do anything more with it.

The specific nature of this product and the mix of covers required means that we don’t have a straightforward lift across to AXA and so have taken the decision not to instigate migration on any of this business.

We have identified the policies affected that you currently hold and will be emailing you with a list to help you to replace these at the next renewal.

While we haven’t been able to identify a straightforward migration opportunity, we do have a number of eTrade products which might be suitable for consideration when it comes time to renew these risks and we would encourage you to explore our product suite.