Managing a brokers scheme access.

Not sure if anyone reads this, other than ADM staff, but if you are there, please consider the benefits of this suggestion.

When we register a broker, we need to be able to select which schemes that broker can access, so technically we can restrict a broker being able to say write Life business if he is not authorised to do so by his network who will not allow him to write this class of insurance but will allow him to write property, travel etc...

n.b. Networks control circa 50% of the UK brokers so its critical we can limit to the broker what the network allows and authorises them to trade under the AR status they are providing.

To solve this: I envisage that in the tabs for the broker, we have a new one (similar to what is currently for whitelabelling) or we add a function to a current tab which allows us to determine which schemes the broker can sell, and in the commissions tab we can select the scheme and set the commission, because commissions vary by product and different brokers have different commission levels. I don’t intend for the broker not to see a scheme but just to limit their access. If a broker can see a scheme which he is not authorised to trade with us on, and tries to Get Quote, then we need a prompt which requests him to contact us for enhanced permissions, and for our administrators to be able to change the setting in the broker tab to allow the scheme to be accessed and set the commission rates for the scheme for the broker, which we then add to his available product portfolio.

If you think this would help you too, give it a vote and then I'm told it can be done FOC.

THANKS

Jackie Burns 02 August 2010 14:26

We have similar issues. We need to identify certain brokers for access to certain insurers terms, and currently, we group these brokers so that they are highlighted for special terms, but system does not restrict broker to certain insurers.

Mark Williams 28 October 2010 15:04

I agree that this would be useful. I would like to see teh system be able to restrict access from certain brokers to certain insurers and / or schemes. We do have situations where our insurers do not wish to deal with a broker due to a previous historry.

Adam Bishop 26 February 2011 15:47

We heard you Kate! I'm pleased to announce this feature is now available on SchemeServe BETA. More info on usage will be available in our next release email bulletin. Thank you for all your suggestions and comments, keep them coming!

Managing a brokers scheme access.

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