Resources

Managing Agent playbook, phase two

Learn how to prepare for phase two and understand how to interact with brokers

The managing agent playbook is a time stamped document published in September 2023. For more up-to-date information please refer to version three of the adoption guide for brokers and carriers.

How you’re going to interact with your brokers in phase two

Woman and man discussing risk

Placement

Choose below to view user journeys for the Placement interoperability scenarios.

Broker & Insurer phase one
Broker & Insurer phase two

More information

Woman and man discussing a payment

Claims

Choose below to view user journeys for the Claims interoperability scenarios.

Broker & Insurer phase one
Broker phase two, Insurer phase one
Broker phase one, Insurer phase two
Broker & Insurer phase two

Man on ipad

Premium Accounting & Settlement

Choose below to view user journeys for the Premium Accounting & Settlement interoperability scenarios.

Broker & Insurer phase one
Broker phase two, Insurer phase one
Broker phase one, Insurer phase two
Broker & Insurer phase two

Man transferring money to another man online

Claim Accounting & Settlement

Choose below to view user journeys for the Claim Accounting & Settlement interoperability scenarios.

Broker & Insurer phase one
Broker phase two, Insurer phase one
Broker phase one, Insurer phase two
Broker & Insurer phase two

How to prepare for phase one 

Managing Agent Playbook links

LMA logo