Regzact handles every step of the onboarding process, from basic information capture to contracts and approvals.
Import your list of new brokers and send them invitations to join.
Track completion of your onboarding questionnaire. Send reminders if needed.
Issue contracts for signing.
Track signing of supplier/broker contracts. Final Manager Approval.
Push the broker details into your policy administration and financial systems.
Import suppliers via CSV, Excel, or CRM integration. Regzact AI will clean your data, and create supplier profiles.
Track broker status and send reminders if needed.
Issue onboarding questionnaires to each new broker or supplier
Issue terms and contracts to your new suppliers for signing.
Manager review and approval of supplier information.
Push onboarded suppliers into your connected systems including policy administration and financials.
With the Regzact broker onboarding solution you can quickly onboard large numbers of brokers and suppliers, ensuring compliance and efficiency.
Join insurers, MGAs, and brokers across the UK and Ireland who have made compliance a strategic advantage. Book a personalised demo and see Regzact working with your own network.