MGA & Coverholder Audit demo
An MGA or coverholder audit prepared in a day: files pulled, every risk and claim tested, findings drafted with evidence, actions tracked to close. 1:14
What the demo shows
An audit solution for carriers that tests each delegate's risks and claims against the binder.
Six agents request the files, test the whole book against the binder, pick the files most likely to fail and draft each finding with its evidence and agreed action, so audit preparation takes days instead of weeks.
Transcript
- MGA & Coverholder Audit tests every delegates risks and claims against the binder for carriers.
- By hand, one audit takes weeks, request the files, pick a sample, take a spreadsheet.
- At Bayline Coastal, agents tested every risk and claim overnight, 61 exceptions.
- Then they drew 36 files, weighted to those most likely to fail, each with its reason.
- A random sample would find one problem.
- This one has found 11.
- Rachel tests the last 7 files, each step tied to its evidence.
- The last claim fails, 62,000 paid on a 50,000 authority, and the finding writes itself.
- She sends it for sign-off, an audit prepared in a day, every finding tied to its evidence.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.