Broker Portal

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

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.

The thinking behind Lombard’s new Intermediary Management Solutions platform

Consort Technical Underwriting Managers (Pty) Ltd (Reg No 1999/003909/07) is an Authorised Financial Services Provider (FSP No 2273), is FAIS compliant and is underwritten by Lombard Insurance Company Limited (FSP No 1596). CONSORT TECHNICAL UNDERWRITERS © 2020. All rights reserved.