Managing Agent playbook, phase two

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

The managing agent playbook is a time stamped document published in September 2023. For more up-to-date information please refer to version three of the adoption guide for brokers and carriers.

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

Placement

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

Broker & Insurer phase one
Broker & Insurer phase two

More information

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

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

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 

What is changing?

What is not changing?

What to do and when?

Known unknowns

Managing Agent Playbook links

Phase one

Overview

Preparation
What is changing?
What is not changing?
What to do and when?
Known unknowns

Placement
Placement
Premium Accounting & Settlement

Claims
Claims
Claim Accounting & Settlement

Phase two

Overview

Preparation

What is changing?
What is not changing?
What to do and when?
Known unknowns

Placement
Broker & Insurer phase one
Broker & Insurer phase two

Claims
Broker & Insurer phase one
Broker Phase two, Insurer phase one
Broker phase one, Insurer phase two
Broker & Insurer phase two

Premium Accounting & Settlement
Broker & Insurer phase one
Broker phase two, Insurer phase one
Broker phase one, Insurer phase two
Broker & Insurer phase two

Claim Accounting & Settlement
Broker & Insurer phase one
Broker phase two, Insurer phase one
Broker phase one, Insurer phase two
Broker & Insurer phase two