We work with MGAs and brokers running on Acturis, Applied, CDL and SSP - and we understand the operational risk that grows inside a growing book before it surfaces.
We take on a limited number of engagements each quarter.
Most of the risk in a growing MGA or broker is invisible until it surfaces - in a capacity provider review, an FCA audit, or a bordereaux that cannot reconcile. These are the pressure points we see most often.
Bordereaux that are late, inconsistent, or incompatible with your capacity provider's systems are a relationship risk that compounds with GWP growth. The fix is almost always process and system, not effort.
Most MGAs and brokers grow their book faster than their system configuration. The result is workarounds, manual reconciliation, and data that no one fully trusts - until a platform migration forces a reckoning.
Consumer Duty and FCA reporting requirements depend on operational process and data controls, not just policy documents. When the controls are not embedded, the exposure grows with every policy written.
When you cannot attribute performance reliably by product line, distribution channel, or coverholder, portfolio management decisions are made on incomplete foundations - and the problem shows up at renewal time.
Moving from CDL, SSP or a legacy system to a modern platform is one of the most disruptive changes an MGA or broker will make. Independent governance from day one - not just a vendor project plan - is what keeps it on track.
A book that grows 30% in a year while the team, systems, and processes stay static creates risk that is not visible in the P&L until it surfaces as a claims event, a regulatory finding, or a capacity provider withdrawal.
Also relevant for:
Commercial lines MGAs and brokers operate across a wide range of product lines, distribution channels and delegated authority arrangements that create data and process fragmentation at scale. Many are running on Acturis, Applied, CDL or SSP platforms that were not designed for the volume or complexity the business has grown into. The pressure points typically involve:
"The Business Review gave us a clear picture of where our data quality was creating reserving risk. It was exactly what we needed before committing to a platform decision."
Personal and casualty lines businesses operate at volume and margin levels that make operational efficiency a strategic priority, not just a cost question. Common engagement themes include:
Lloyd's syndicates, managing agents, and London Market carriers face a unique combination of delegated authority complexity, Lloyd's reporting obligations, and the legacy of market infrastructure that is undergoing significant change. Assured Velocity has direct experience in this environment. Typical engagement themes include:
"We needed someone who understood the Lloyd's reporting environment and could hold an independent position on our programme governance. Assured Velocity understood the context immediately."
"The coverholder data quality issue had been flagged internally for two years. The Business Review named it precisely and gave us a sequenced plan to fix it."
Most insurance engagements start with the Business Review - a fixed-scope diagnostic that gives leadership a risk-rated view of where operational, data, and programme risk is concentrated, typically used ahead of a platform decision or in response to emerging regulatory pressure.
Advisory engagements in this sector frequently involve data quality remediation, programme recovery, regulatory reporting redesign, and independent technology evaluation.
IT delivery and transformation governance are different disciplines. Most MGA and broker IT teams are focused on keeping systems running - not on the programme oversight, stakeholder management and independent risk assessment that a platform migration or operating model change requires. Assured Velocity fills that gap without replacing your team.
The risk is hidden inside the growth. Capacity provider relationships, FCA obligations and Consumer Duty requirements all create exposure that grows with GWP - and surfaces at the worst possible moment. The Business Review makes that exposure visible before it becomes a regulatory event or a capacity problem.
Start with a 30-minute call to confirm fit and agree what a useful first step looks like for your business.
Independent technology selection, architecture review, and implementation oversight. No vendor relationships.
End-to-end process mapping, root cause analysis, and improvement design using Lean Six Sigma methodology.
Independent compliance gap assessment and governance design across FCA, PRA, CQC and sector-specific obligations.
All three entry points are free and take under an hour. Each gives you something useful regardless of what comes next.
See exactly where the drag is before spending anything. Personalised scorecard and top 3 profit constraints.
Free · 30-45 minA senior consultant turns your survey results into a clear next step. Live debrief, peer comparison, profit scenarios.
Free · Short call12 structured questions. Clear recommendation on the right service path. No hard sell.
“The Business Review gave us a clear picture of where our data quality was creating reserving risk. Exactly what we needed before committing to a platform decision.”
“The coverholder data quality issue had been flagged internally for two years. The Business Review named it precisely and gave us a sequenced plan to fix it.”
“The Business Review told us things we suspected but could not articulate. The board walked away aligned.”
“We needed someone who understood the Lloyd's reporting environment and could hold an independent position on programme governance. Assured Velocity understood the context immediately.”
“Our capacity provider was asking questions we could not answer cleanly. The engagement gave us the data and the process to handle the next review with confidence.”
“They identified the bordereaux process gap before the capacity provider did. Fixed in six weeks.”
“The Business Review gave us a clear picture of where our data quality was creating reserving risk. Exactly what we needed before committing to a platform decision.”
“The coverholder data quality issue had been flagged internally for two years. The Business Review named it precisely and gave us a sequenced plan to fix it.”
“The Business Review told us things we suspected but could not articulate. The board walked away aligned.”
“We needed someone who understood the Lloyd's reporting environment and could hold an independent position on programme governance. Assured Velocity understood the context immediately.”
“Our capacity provider was asking questions we could not answer cleanly. The engagement gave us the data and the process to handle the next review with confidence.”
“They identified the bordereaux process gap before the capacity provider did. Fixed in six weeks.”