Problem:
– Inefficient Bordeaux management for various lines of cover.
– Lack of standardized operating procedures (SOPs) and auditing processes.
– Difficulty in integrating data into Pivot Point for comprehensive analysis.
How We Helped:
– Developed SOPs for each line of cover, ensuring standardized processes.
– Conducted meticulous audits of Bordeaux files which included premiums, IPTs and brokerages to maintain data accuracy.
– Seamlessly integrated data into Pivot Point for enhanced business insights reviewed by Coverholders.
Result:
– Achieved maximum brokerage attainment through timely uploads and proactive client engagement.
– Enhanced operational efficiency and transparency in Bordeaux management processes.
– Empowered the client with actionable insights for strategic decision-making.