Agency Management Systems
Quote & Bind Platforms
BPO Services
Inbox to bordereaux-without adding headcount. We support coverholders, managing agents and brokers with submission intake, MRC v3/CDR data capture, PPL Next Gen compatible workflows, DDM bordereaux, premium processing, and audit ready controls.
Capture and validate data required by the Market Reform Contract (v3) and the Core Data Record so downstream processing is cleaner and faster.
Operational support for digital placing: pack assembly, data checks, and placement admin compatible with PPL Next Gen workflows.
Produce premium, risk and claims bordereaux with version control, maker checker QC, and delivery to market stakeholders or DDM ops.
Cash allocation, producer statements and reconciliations with role based access, activity logs and exception queues.
Our policy & market administration platform for London workflows. Manage DA/coverholder operations, MRC v3/CDR data, placement packs, bordereaux, premium processing and MI reporting in one system - with open APIs.