Your distribution relationships should carry their context into every submission.
Keep the partner firm, producer information, contacts, references, and commercial terms in a reusable record that underwriting can select when the business arrives.
- Partner type
- Brokerage
- Producer code
- LRP-CA-27
- Province / Country
- Ontario, Canada
- TOBA status
- Current
- CRM reference
- CRM-88214
- Default commission
- Configured on record
Keep the firm record separate from the people inside it.
The partner record holds the organization, Partner type, website, location, CRM reference, Producer code, TOBA status, and Default commission. Contacts remain connected people with their own role and communication details.
- Firm context
- Maintain the commercial and reference information that belongs to the distribution organization.
- Contacts
- Associate the individuals who place and service business without flattening them into the firm record.
- Searchable register
- Find a partner by name or CRM reference when new work arrives.
- Brokerage
- Independent agent
- Direct
- Programme partner
Bring the producing relationship into the underwriting record.
Submission Workbench can carry the channel partner, producing broker, and contact alongside the insured, product, and risk information. The relationship remains reusable while the submission keeps its own decision context.
- Recognizable source
- Underwriting can see which firm and person brought the business.
- Reusable relationship
- The partner record can support more than one submission without being recreated.
Distribution context belongs inside the operating record.
Channel Partners connects the firm and its people to the insured, governed definitions, submission, and operational work that depend on the relationship.
- Submission WorkbenchBring the producing partner and contact into the submission record.
- Insured EntitiesKeep the distribution relationship distinct from the insured behind the risk.
- Data InventoryUse governed definitions for partner and contact information.
- ProjectsCoordinate follow-up work around the relevant operational records.