MEDICAL PROFESSIONAL LIABILITY  |  ALTERNATIVE RISK SOLUTIONS

As we enter the busy holiday season, here are a couple Curi updates about products and services designed to simplify things for you and your clients. 

LIVE: New Curi payment platform launched today 

We’ve launched our enhanced billing and payment platform making it even easier for your clients to set-up autopayments, make one-time payments, and customize their notifications preference; just to name a few features.  

As a result of the new platform, Curi will be sunsetting our existing Electronic Funds Transfer (EFT) Program. Any current EFT customers with a January 2024 renewal who wish to continue with automatic premium withdrawals need to complete a one-time AutoPay registration in advance of their upcoming 2024 renewal. We will keep you updated on the EFT transition progress. 

For answers to additional questions regarding the impact to current EFT customers like how clients will be notified of the change, impact to their current draft date, and the billing process for those who choose not to register for AutoPay, please refer to the APW Customer FAQs. 

Here are some other resources you can share with your clients to get them ready: 

• FAQs 
• How to register for a Curi login 
• How to add payment methods to your wallet 
• How to set up autopay 
• How to set up notification preferences 

Learn more about the platform in the broker partner FAQs and general flyer. Join us for a live tutorial of the new platform on November 8th. If you are unable to join, please still register as we will share the recording after the session with those that do. You may also contact Amber Popham at amber.popham@curi.com for additional information. 

We’ve implemented new BOR guidelines 

Curi Holdings, Inc.’s subsidiary insurance companies (collectively “Curi”) do not encourage Broker of Record (“BOR”) changes; however, Curi recognizes that it is part of the business, and it does happen on occasion. Policyholders may want to change their BOR for various reasons.  

As a result, Curi permits policyholders to choose their preferred Curi Broker. Effective October 1, 2023, we have a new universal BOR guidelines. See the related BOR FAQs for additional information. 

Arrowlytics Outreach 

We’ve been promoting Curi Advisory’s Arrowlytics platform across our shared insured customer base. An upcoming email series will leverage new videos to highlight the key features of our proprietary platform (including reputation management & marketing and key performance indicator tools) and how these features can help them optimize and grow their practices. 

Please let us know if you have any questions about Arrowlytics. We also have resources available for you should you receive any questions from your clients about this offering: 

• Arrowlytics Feature Video Series
• Curi Advisory Arrowlytics Overview (Flyer)
• Arrowlytics Broker Q&A  

With so much happening, we will send an end-of-year recap in a few weeks. If you have any questions or would like more information about any of these updates, please reach out to Amber Popham.

Thank you for your continued partnership. 

Amber Popham

VP, BROKER SERVICES

CURI INSURANCE

o: 919-501-7624  |  e: amber.popham@curi.com