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Coverholder Management

Effectively scale your business with improved capacity to manage your coverholders.

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Effectively scale your business with improved capacity to manage your coverholders

Designed to improve the oversight of coverholders, we enable you to easily capture key coverholder and binding authority details for a seamless onboarding process.  

Onboarding

Simplified onboarding for insurers to add or update Coverholder details within the Underwriting workbench – including any due diligence or checks required. 

Compliance monitoring

Set guidelines or terms from the binding authority agreements which can be monitored for audit and to prevent any breaches of conduct. 

Bordereaux Processing

Individual risks are created at the point of bordereaux ingestion and updated with each risk, premium and claims bordereaux, providing a comprehensive view of exposure. 

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