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- Insurtech Comparison Platform
- Who it's for
- Broker operations
Broker operations
A broker operations team can organize the work it passes to carriers alongside the financial instructions that support its operating cycle. Counterparty codes and eligibility notes help staff pick the intended carrier or broker when names are similar. Each carrier handoff remains tied to an instruction and organization.
How Insurtech Comparison Platform is set up for you
Partner selection
The administrator maintains carrier and broker records, contact details and eligibility notes within the organization.
Review
An analyst submits a carrier handoff on a recorded revision. The independent reviewer records approval, rejection or return with a reason.
External outcome
The team keeps the carrier application reference and issuance evidence with the handoff; provider financial evidence stays linked to the instruction.
A broker operations team can organize the work it passes to carriers alongside the financial instructions that support its operating cycle. Counterparty codes and eligibility notes help staff pick the intended carrier or broker when names are similar. Each carrier handoff remains tied to an instruction and organization.
Choose one organization and the counterparties used in a recent operating case. Rehearse a carrier handoff whose first attachment is incorrect, then supply the right file and submit a new revision. Check that the decision refers to the new revision and that the earlier return remains visible. Add a provider account only after its owner, external identifier and currency are verified. When a provider response arrives, confirm its source reference before changing the case outcome.
When a partner changes its contact or eligibility, update the counterparty record while retaining the historical instruction and decision. Use the original provider application reference to discuss a disputed reply with the carrier. The reviewer can then explain whether the issue concerns the submitted revision or the external outcome.
[Inspect review and evidence](/insurtech-comparison-platform/modules/review-and-evidence) and [check the data model](/insurtech-comparison-platform/data-model).
Features to start with
Carrier handoffs
Keep carrier quote submissions, independent decisions and issuance evidence together.
Accounts and counterparties
Maintain organization, counterparty and provider-account scope for operational records.
Review and evidence
Record who decided, which revision they saw and which files support the outcome.
Roles on the team
- Auditor
- Read authorized evidence and reports in a scoped, read-only audit view. No record writes and no action execution.
- App Administrator
- Maintain organization configuration and membership. Administrative membership does not confer approval, financial or execution authority and cannot grant an independent reviewer entitlement.
- Operations Analyst
- Prepare assigned operational records and execute eligible reviewed actions. Own organization and draft scope only; accepted, submitted and provider evidence is read-only; guarded workflows authorize every transition.
- Independent Finance Reviewer
- Review eligible quote revisions independently and reconcile execution evidence. Approve or reject through guarded actions only; no unrestricted editing of protected or executed records; a reviewer cannot approve their own submission.
Set up Insurtech Comparison Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.