• Intermediary Management Solutions

    Agencis

WHAT IS THE INTERMEDIARY PORTAL?

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.

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Lombard’s new Intermediary Management Solutions platform

The thinking behind Lombard’s new Intermediary Management Solutions platform.

Listen here: Intermediary Management Solutions – Podcast

HOW DOES THE PORTAL BENEFIT THE INTERMEDIARY?

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!

WHY CHOOSE THE INTERMEDIARY PORTAL?

Simply by choosing to go with Agencis, you can
SAY NO MORE to….

Printing

Paper

Errors

Excessive time and resources

…and HELLO to a platform that…

…is fully digital

…digitally certifies your signature

…stores all data securely

…has automated workflows to improve efficiency

TO GET IN TOUCH

  • Unit 30, Consort House, Waterford Office Park
    Waterford Drive, Fourways, 2055

  • Graham Charlton

  • graham@agencis.co.za

  • +27 11 658 1156

AGENCIS © 2020. All rights reserved.