Practical writing on the parts of delegated authority that nobody designed: premium that arrives in the wrong amount, bordereaux assembled by hand, and bank statements that have to be matched back to policies weeks after the fact.
No vendor-speak. These are descriptions of how the work actually runs today, and where it breaks.
Spending days building bordereaux in Excel? How trigger-based BDX generation, stamp duty calculation, and carrier-format exports make reporting a byproduct of the ledger rather than a monthly project.
Read the guideThe MGA's biggest headache isn't underwriting, it's getting paid. Broker remittance, commission splits, ageing premium, and what actually breaks between binding a policy and banking the money.
Read the guide47 transactions on the bank statement. Which policy does each belong to? How matching, cash allocation, and part-payments work, and why reconciliation is a symptom rather than a task.
Read the guideIf a term is unfamiliar, the delegated authority glossary defines the vocabulary these guides use.