INTERMEDIARY MANAGEMENT SYSTEM

The Lombard Intermediary Management System  makes business with us easier and more streamlined, so we can collectively keep up to date with vital and ongoing regulatory expectations and processes.

It allows the intermediary to manage all regulatory requirements and responsibilities relating  to the intermediary’s relationship with (Partner Name) as well other Lombard underwriting partners on one platform without repeating the application and approval process.

Some of the exciting features include:

• Central management of your intermediary details for all Lombard Partners you do business with
• A certified online signing process
• Easy access to an agency with any of the other Lombard Partners
• Minimal capture: offers verification and extraction of data from verified sources which cuts out the time spent on inputting data.
• Auto validation of details with real-time update
• Ongoing maintenance of intermediary data online via automated workflows to improve efficiency. One upload only of PI, FG at renewal

PODCAST WITH COVER

LOMBARD’S NEW INTERMEDIARY MANAGEMENT SOLUTIONS PLATFORM

COVER recently had the chance to catch up with Graham Charlton, Financial Director, Consort Technical Underwriters and Doug Laburn, Head of Lombard Partnerships, and ask them about the thinking behind Lombard’s new Intermediary Management Solutions platform – Agencis.

This new portal allows intermediaries to engage with all Partners within the Lombard Group without repeating the application and approval process.

INTRODUCING AGENCIS

The portal allows the intermediary to manage all regulatory requirements and responsibilities pertaining to the intermediary’s relationship
with Lombard and its various underwriting partners.

Agencis now lets brokers engage with all Partners within the Lombard Group without repeating the application and approval process.

It is a platform that offers verification and extraction of data from verified sources which cuts out the time spent on inputting data.

The system takes all requirements and processes relating to intermediary management and onboarding into a secure and verified digital environment.