Managing Your Policy Online

How To Update Your Personal Details

Through these simple steps, you will be able to update your name, address, email address and phone number.

1. Log in via the My Account section
2. Click the blue Manage Account Info button
3. Find the details you wish to update
4. On the right-hand side, click Edit
5. Make the necessary changes to your details
6. When updating your contact details, we will ask you to confirm your password for security reasons
7. Always double-check your updates – entering incorrect information may result in missing important policy updates
8. If you have multiple policies and want to update them all, tick the box to apply the changes to all at once
9. Click Save Changes -and you’re done!

For some extra help, we have put together some easy to follow videos. Please find a mobile and a desktop version below:

How To Manage Your Payment Cards

We aim to make it as easy as possible for you to update or remove your payment cards.

Please note: We do not store payment cards on our server. We use tokenisation, which protects your payment card from fraudulent payments.

1. Log in via the My Account section
2. Click the blue Manage Account Info button
3. Use the blue navigation bar to find Manage Payment Cards
4. The cards saved will appear here, and you can see which cards are linked to which policies
5. ‘Delete’ will allow you to remove the card. Please note: if the card you wish to delete is linked to a policy, you must use the + Use new card button to attach your new card before you can delete the existing card
6. To add a new card, click on the + Add Card
7. Enter your card details and click Add Card
8. You will also see the option to select a Backup card. This is a card we will use if your main card fails for any reason. This is an optional feature

For some extra help, we have put together some easy to follow videos. Please find a mobile and a desktop version below:

How To Renew Your Policy

If you don’t have auto-renew turned on and your policy is due to expire, a banner will appear above your live policies. This will take you directly through to the renewal process.

1. Log in via the My Account section
2. Polices that are due for renewal will appear in a green banner at the top of your screen
3. Click Start Renewal
4. Review your cover level to ensure everything is still correct. Over or underinsuring yourself may affect your ability to claim
5. Consider adding any optional Add-ons if you don’t have them already
6. If you need to update your details, you’ll re-enter the quote process. Don’t worry- your existing details will be saved
7. Read and accept the policy acceptance criteria and terms and conditions. Tick the box once you’re happy to proceed
8. Continue to Payment– Choose between annual or monthly payment options.
9. Pay Now– Once payment is complete, your policy will be successfully renewed

For some extra help, we have put together some easy to follow videos. Please find a mobile and a desktop version below:

How To Turn Off Auto-Renewal

Our policies are set to auto-renew by default, we find this helps customers to not have any gaps in cover. If customers miss our reminders and their policy renews, we offer a 14 day cooling off period and a full refund.

If you know you won’t need auto-renewal, it’s easy to turn it off- just follow our simple step-by-step guide.

1. Log in via the My Account section
2. Locate the policy you want to turn auto-renewal off for. You can do this by clicking Manage My Policies or selecting View Policy at the top of the page
3. You’ll land on the Policy Details page
4. General Information will be at the top of the page, find the Automatically Renew option. Click Edit and toggle it to Opt Out
5. You can also choose not to be contacted about your policy renewal

For some extra help, we have put together some easy to follow videos. Please find a mobile and a desktop version below:

How To Cancel Your Policy

At Surewise, we offer flexibility by allowing you to cancel your policy as long as you give us 30 days’ notice.

If you can’t see the cancellation option, please check your policy’s end date- the option won’t appear if there are fewer than 30 days remaining.

1. Log in via the My Account section
2. Just like turning off Auto Renewal, you can locate your policy by clicking Manage My Policies or View Policy at the top of the page
3. Then, click Cancel Policy in the blue navigation bar
4. If you pay annually, a Refund Summary will appear. Refunds typically reach your bank account within 5–7 working days
5. If you pay monthly, you won’t receive a refund, as we require 30 days’ notice. However, your monthly payments will stop
6. You’ll be asked to select a reason for cancelling- if your reason isn’t listed, simply choose Other

For some extra help, we have put together some easy to follow videos. Please find a mobile and a desktop version below:

How To Update Your Mobility Device Details

If you have a Mobility Insurance policy with us and you change your scooter/powerchair, it is important that you update your scooter/powerchair on your policy. Failing to update your make and model can affect your ability to claim.

1. Log in via the My Account section
2. Locate your policy
3. Find the Manage Mobility Device option in the blue navigation bar
4. Click on Update Details
5. Update the fields that require
6. Click Update Scooter

For some extra help, we have put together some easy to follow videos. Please find a mobile and a desktop version below:

How To Take Out a New Policy

We make it easy for you to take out a new policy from your My Account portal.

1. Log in via the My Account section
2. Locate the green button Start New Quote
3. Select your product from the drop down menu
4. You will now enter the Quote Process
5. Choose the correct cover level and add-ons you require
6. Your details will be pre-filled and added to your user account
7. If you have a card saved, it will appear here. If not, you can enter your payment details or use Apple or Google Pay if you are on mobile

For some extra help, we have put together some easy to follow videos. Please find a mobile and a desktop version below:

How To View Policy Documents

Your policy documents will be emailed to you after you purchase your policy. However, you can access your documents at any time via your My Account.

1. Log in via the My Account section
2. Locate your policy by clicking Manage My Policies or View Policy at the top of the page
3. Find the Manage Documents tab on the blue navigation
4. Here you will be shown all of the documents related to your policy
5. You can choose to either email or download the documents that you require

For some extra help, we have put together some easy to follow videos. Please find a mobile and a desktop version below:

How To View Our Frequently Asked Questions

We understand that questions may arise while you’re insuring with us. Chances are, someone else has asked the same- that’s why we’ve put together a list of frequently asked questions.

1. You don’t need to log in to view our Frequently Asked Questions
2. Visit the Help Centre
3. Scroll down and locate the search bar. Start typing your question, and relevant questions will appear with the answers
4. Alternatively, you can find the product you require and view all of the questions for that product

For some extra help, we have put together some easy to follow videos. Please find a mobile and a desktop version below:

How To View Our Free Resource Centre

At Surewise, our support continues even after you’ve purchased a policy. We offer a wide range of online and printable resources for each of our products.

1. You don’t need to log in to view our Free Resource Centre
2. Click on the Surewise Resources button
3. Choose your product
4. Here you will find a selection of free resources for you to download or request

For some extra help, we have put together some easy to follow videos. Please find a mobile and a desktop version below: