Wholesale, MGA and Coverholder support

 

Dedicated support, with ATLAS referenced documentation

and Product Governance & Value Assessment assistance

From only £375* pcm inc vat 

Scalable support service (*rate shown for quarterly on-site support visits) from one of our experienced consultants including provision of dedicated MGA High Level documents which incorporate Lloyd's requirements and binder-audit system references where applicable.

 

Our highly regarded document suite and support designed for MGAs, Coverholders and Wholesalers, with individual review of B2B quotation and renewal documentation to meet the standards of the FCA Consumer Duty and your Insurer partners.

 

Assistance & template documents to assist in complying with the PROD (Product Governance) POG and Value Assessment requirements

Service Includes:

dart Helpdesk Support 9am-5pm Mon-Fri

Online template documents via dCL Library+

Assistance with Connect Applications

On-site assistance/completion of RegData returns

Discounted dart Learning training licences

 

HR and Legal Templates via ARAG

Regular updates and Compliance Newsletters

Compliance Training Powerpoint presentations

Binder Audit preparation and support

and more....