Insurance
Brokers and MGAs.
The problem
Submissions, bordereaux and renewals arrive as documents that someone has to re-key and check.
With Weaver
Agents extract and check the data; underwriters and brokers decide the exceptions.
Processes we run
By segment. Each one starts as a two-week pilot on your own documents.
Retail broking
- Client onboarding: KYC, sanctions, terms of business
- Quote collection and comparison
- Renewals
- Claims advocacy
Wholesale and London Market
- Submission intake from producing brokers
- Slip and MRC preparation
- Endorsements and renewals
MGA
- Underwriting within authority and referrals
- Bordereaux to capacity providers
- Binder renewal and audit