Coverholder Operations - Inbox to Bordereaux

Stand up a branded coverholder ops pod to process submissions, assemble MRC packs, bind and issue, handle endorsements and produce bordereaux for managing agents - all under maker checker controls

London Market Hub Expert Insured AMS

What We Handle

  • Broker submission intake · de dupe · appetite gating · clearance
  • MRC pack assembly · data validation against guidelines
  • Quote issuance · bind documentation · policy issuance
  • Endorsements · cancellations · reinstatements · EPIs/COIs
  • Risk/premium/claims bordereaux · managing agent reporting

RACI & SLAs

RACI (Typical)

  • Responsible (BPO): intake → prep → issuance → servicing → bordereaux
  • Accountable (Underwriter/MA): risk selection, pricing authority, referrals
  • Consulted: product, compliance, claims
  • Informed: broker, insured

SLAs & KPIs

  • Inbox to touch < 15 min · Quote speed up 30–50%
  • Endorsement TAT 24–48h · COIs same day
  • Field level accuracy ≥ 99% · Bordereaux on schedule

Controls & Audit Readiness

  • Maker–checker for monetary changes and releases
  • Role based access; activity logs; exception queues
  • Version controlled bordereaux with sign off trail
Book a London Market working session

Platform: Expert Insured - London Market AMS

Use our AMS to orchestrate DA workflows, capture MRC v3/CDR data, generate bordereaux and manage premium processing with MI dashboards and open APIs.

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FAQ's

Yes. We work to your templates and tone with authority boundaries and escalation paths to underwriters.
Field-level QC with an error taxonomy, versioned files, maker–checker approvals and logged remediations.