Intermediary & Broker Management

Total lifecycle control of your distribution ecosystem, ensuring regulatory alignment and commercial transparency for every broker, agent, and bancassurance partner.

Distribution Channel Integrity

Build a definitive digital registry of your entire distribution network. The Broker Management module maintains comprehensive profiles for every intermediary, centrally tracking IPEC registration certificates, professional indemnity coverage, and appointment documents. Automated alerts notify management of document expiration, ensuring that your organization only does business with fully licensed and compliant partners.

Specific "Binding Authority" limits can be configured per broker, defining exactly which product classes and sum-insured levels each partner is authorized to quote or bind directly, maintaining tight control over organizational risk exposure.

Production & Quality Analytics

Go beyond simple production totals. The system provides deep analytical insight into the quality of business being introduced by each intermediary. Analyze renewal retention rates and loss ratios on a per-broker basis, identifying those distribution partners who consistently bring high-quality, profitable risks into the portfolio.

Monthly performance statements are generated automatically, visualizing Gross Written Premiums (GWP) achieved versus targets, along with corresponding commission levels, providing brokers with a clear view of their commercial standing with the insurer.

Unified Intermediary Ledger

Manage the complex financial relationship with brokers through a dedicated sub-ledger. Track all transactions associated with an intermediary—commissions due, payments made, and premium set-offs—in a single, reconciled interface. Direct integration with the central financial core ensures that broker accounts are always in balance with the General Ledger, providing the absolute accuracy required for annual audits and IPEC reporting.