New Business Processing

New Business Processing is formed by a variety of processes. Some of these processes are supported by specific departments depending on the line of business or carrier, such as underwriting / pre-underwriting for insurance products, or compliance for investment products.

The new business process has three main priorities:

Compliance with in-force regulations, determined either by carriers or regulators.
Providing a professional and customized service to broker networks.
Compliance with predetermined turn-around times.

Different combinations of carrier resources with our service platform cover the full range of tasks involved in reception and issuing of new business, including (but not limited to):

Data entry.
KYC / underwriting checklist verification.
Pending documentation follow-up.
Pipeline monitoring.
Supervisor verification.
KYC / underwriting assessment & approval / rejection.
Initial premium / investment funding monitoring.
Account / policy documentation printing & mailingmes.


Combinations of resources to perform these tasks are determined by carriers’ requirements, with a view to optimizing resources and complying with the listed priorities. In all combinations, our service platform is capable of delivering real time information to broker networks and clients.

Full outsourcing option is available in all lines of business.