Expert Insured - London Market AMS

Policy & market administration built for London workflows. Orchestrate DA operations, capture MRC v3/CDR data, generate bordereaux, manage premium processing and surface MI - with open APIs and role based access.

Built for London Workflows

MRC v3 → CDR

Capture MRC v3 fields and map to CDR for cleaner downstream processing.

PPL Next Gen

Placement admin support to reduce rework and improve pack completeness.

Bordereaux & Reporting

Risk/premium/claims bordereaux with QC, maker checker and versioning.

Who It Serves

Coverholders

  • Submission intake → MRC packs → bind/issuance
  • Endorsements and EPIs/COIs
  • Bordereaux on schedule

Managing Agents

  • Cleaner data into CDR
  • Exception dashboards
  • Premium ops controls

Brokers

  • Placing admin compatible with PPL
  • Pack QC and versioning
  • MI for cycle times

Core Capabilities

Delegated Authority (DA)

  • Binder & authority management; referral paths
  • Submission intake; appetite gating; clearance
  • Bind/issuance; endorsements; cancellations/reinstatements

MRC v3 & CDR

  • Pack assembly and data capture
  • Field level validation; exception queues
  • Export data files for downstream processing

Bordereaux & Reporting

  • Risk · premium · claims bordereaux with versioning
  • Maker checker sign off; distribution lists
  • MI dashboards for capacity and performance

Premium Processing

  • Cash allocation; IBA/trust reconciliations
  • Producer/commission statements
  • Exception handling with audit logs

Integrations, Security & Compliance

  • Open APIs; file gateways (SFTP/API) to PAS/AMS and DDM ops
  • Role based access, SSO, activity/audit logs
  • Regional hosting; UK GDPR/IDTA addendum

Typical Outcomes

  • Placement/servicing cycle times reduced by 30–50%
  • Bordereaux exceptions down; reporting on schedule
  • Cleaner premium processing with maker checker controls

FAQ's