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- Insurtech Comparison Platform
- Who it's for
- Delegated-authority operations
Delegated-authority operations
Teams working with delegated-authority counterparties need an attributable record of who prepared a handoff, who reviewed it and what the carrier returned. The counterparty directory records the partner's code, contact and eligibility note. The analyst checks the carrier named on the handoff against that directory during review. The related instruction identifies its organization, owner and financial amount.
How Insurtech Comparison Platform is set up for you
Instruction owner
An analyst prepares the instruction and account scope before independent review.
Carrier handoff
A linked handoff holds the carrier, premium when recorded, submission date and revision.
Audit trail
Decision reasons, attachments and provider references explain a returned or completed case.
Teams working with delegated-authority counterparties need an attributable record of who prepared a handoff, who reviewed it and what the carrier returned. The counterparty directory records the partner's code, contact and eligibility note. The analyst checks the carrier named on the handoff against that directory during review. The related instruction identifies its organization, owner and financial amount.
Start with one delegated-authority counterparty and one carrier used in a representative case. Confirm the counterparty's eligibility note and the provider account ownership. Prepare a draft instruction, balance its account lines and submit it for independent review. Create the linked carrier handoff and rehearse a return when the supporting document does not match the submitted revision. Only then record a carrier reply and its confirmed issuance evidence. This case gives administrators and reviewers a shared example for access checks and exception handling.
A second rehearsal should use a provider event with the right amount but a different date. The finance reviewer leaves that event unmatched and traces the account, confirmed instruction and provider reference before deciding what needs correction. Keep the earlier event identifier available so the source discrepancy can be explained during audit.
[Review instruction submission](/insurtech-comparison-platform/processes/instruction-review-and-submission) and [carrier handoff review](/insurtech-comparison-platform/processes/carrier-handoff-review).
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.
Instruction operations
Prepare a financial instruction, secure independent review and follow its provider 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.