Broker RCIC newcomer auto insurance landing handoff

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Can RCICs share client documents with brokers?

With client consent and PIPEDA-compliant process — document permission on both files.

What docs overlap?

ID, address proof, sometimes foreign licence images — broker still needs insurance-specific items.

Should brokers use the same portal?

Separate firms usually separate portals — export PDF from RCIC, intake on broker checklist.

Does Hivi-X connect RCIC and broker accounts?

No automatic cross-firm sync — export and consent-based transfer.

What does the broker still need?

Driver abstract, garaging, vehicle details, prior insurance, TAC disclosures.

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