The adoption guide is aimed specifically at operations, technology and change managers in market firms, setting out the activities that should be undertaken now to adopt phase one digital services at cutover in July 2024.
This second version of the guide, published in October 2023, improves the guide’s usability and adds valuable information. Activities are consolidated into an example adoption timeline, making it easier to follow the actions required.
Sections are tailored by broker and carrier pathways covering open market and delegated authority (DA) messaging with Velonetic. Brokers and carriers can easily focus on processes, adoption activities and messaging specifications relevant to their firm. There is additional information about portals and applications, and more detailed content on programme management, testing, reporting, messaging and connecting to the market gateway (ASG Adept).
Download adoption checklist This checklist will evolve over time, additional items will be added in October 2023.