Intarga - Coverholder Management

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Intarga manages the workflows and processes of coverholder approval, due diligence and monitoring, as well as audit management and binding authority management. By configuring a company’s workflows so that they mirror their own processes and procedures, Intarga makes information easy to glean and simple to monitor. Intarga micro-manages: it not only assigns tasks to the relevant department or individual but, by providing an audit trail, tracks performance. Intarga even provides diary alerts to highlight deadlines, ensuring you know what needs to be done, when and by whom.

Key Features

  • Manages the process of coverholder approvals
  • Customisable data entry fields and system permissions
  • Flexible workflow tool enables the set up of processes that replicate current manual processes
  • Creates audit trail to monitor progress
  • Manages the annual due diligence process
  • Diary manages: annual compliance check, financials, licences, key staff
  • Complete binder management tool
  • Full document storage facility
  • Full coverholder monitoring and reporting

Key Benefits

  • Links internal parties in the coverholder approval process
  • Page configuration is designed to your needs
  • Rapid deployment due to simplified coverholder approval process
  • Captures all required data and documentation in one place
  • Annual due diligence processes managed
  • Ability to lockdown sections for data segregation based on system permissions
  • Quesiton sets designed on your current forms
  • Diary reminders sent to meet deadlines
  • Enables reporting on binder information: EPI vs actual, new vs renewal, binders by class