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Onboarding and ongoing management of MGAs and coverholders, capturing contract details and providing oversight of bordereau submissions.
This component manages and co-ordinates the onboarding of MGAs, ensuring all required checks are completed. It provides routing tools to request checks are carried out by a separate team, as well as storage of all associated documents.
MGA Manager also offers oversight of bordereau receipt and submission recording, in addition to highlighting overdue bordereau.
Additional features include: