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.
The portal allows intermediaries to engage with all Partners within the Lombard Group without repeating the application and approval process.
It cuts out the time and resources spent in entering into an Intermediary Agreement with their Insurer and Partner.
It eliminates them having to repeat the agreement process for each Partner.
It eliminates the manual process of applying, scanning, submitting and signing.
Be reminded of and easily update compliance related information.
Have a controlled storage for all their compliance related documentation (TCF / POPI / HR
Easily track their representative product training requirements.
Choose the Partners that they would like to engage with – at any time!
Simply by choosing to go with Agencis, you can
SAY NO MORE to….
…and HELLO to a platform that…
…is fully digital
…digitally certifies your signature
…stores all data securely
…has automated workflows to improve efficiency
Unit 30, Consort House, Waterford Office Park
Waterford Drive, Fourways, 2055
+27 11 658 1156