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Coverholder Operations, Inbox to Bordereaux

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

London Market Hub Expert Insured, London Market AMS Book a London Market working session

What We Handle

  • Broker submission intake: de-dupe threads, check completeness, apply appetite rules and clearance.
  • MRC pack assembly: assemble and validate against your guidance before quote/bind.
  • Bind & issuance: quote issuance, bind documentation and policy issuance.
  • Endorsements & servicing: endorsements, cancellations, reinstatements, EPIs/COIs.
  • Bordereaux & reporting: risk/premium/claims bordereaux, managing-agent reporting and audit packs.

RACI & Roles (Typical)

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

Selectsys executes under your authority. Underwriting and pricing decisions remain with you.

SLAs & KPIs (Targets)

  • Inbox-to-touch target: < 15 minutes (new submissions).
  • Endorsement TAT target: 24–48 hours for standard requests.
  • COIs target: same-day for standard certificates.
  • Accuracy target: ≥99% on sampled critical fields in steady state.
  • Bordereaux timetables: issued to schedule with version control and approvals.

Footnote: KPIs shown are typical targets. Final SLAs are set during discovery based on volume, mix and systems.

Controls & Audit Readiness

  • Role-based access and activity logs in client systems.
  • Versioned bordereaux with change logs, remediation notes and sign-off trail.
  • Evidence packs for monthly controls attestation and audits.

Working Model

Brand & tone

We use your email templates and signatures.

Escalation paths

Clear thresholds to underwriters and MA teams.

Cadence

Daily dashboard, weekly scorecard, month-end review.

Platform: Expert Insured, London Market AMS

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

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FAQ's

Yes. We use 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.
We agree targets during discovery and finalise SLAs based on your volumes, mix and systems.