Resources

Managing Agent playbook, phase two

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

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

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Placement

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

Broker & Insurer phase one
Broker & Insurer phase two

More information

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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

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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

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