Onboarding and ongoing management of MGAs and coverholders, capturing contract details and providing oversight of bordereau submissions.
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: