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Lloyd’s Coverholder Workbench

Lloyd’s Coverholder Workbench

A single platform supporting the Coverholder placement lifecycle

Lloyd’s Coverholder Workbench is a digital platform that supports the Coverholder placement lifecycle including submission, rating, quoting, policy generation, management, and cash handling. It is designed from the ground up to work seamlessly with the Lloyd’s market, and is compliant with Lloyd’s bordereaux management system, Delegated Data Manager (previously DA SATS).

Lloyd's Coverholder Workbench

Key features

Flexible workflow management

Ability to manage the workload of quotes, policies and endorsements via real time visual controls and reports.

Flexible document production and control

Bespoke document templates are provided which are fully editable where appropriate, while maintaining full audit control.

Full internal rating capability

Ability to convert existing rating schema into a version that can be uploaded into Lloyd’s Coverholder Workbench. If the rates change, a new version can be simply and quickly uploaded. Full rating history is maintained.

Comprehensive reporting suite

Provide insights into the underwriting activity on the system including quote ratios, pipeline premiums and rate information, as well as other areas such as workflow (activity) management, credit control and aged debt.

Fully compliant bordereaux production

Lloyd’s Coverholder Workbench captures risk data in a single place to satisfy Lloyd’s and local reporting requirements, bespoke to the class of business and region. Data capture includes all fields required to drive the rating schema. Lloyd’s Coverholder Workbench will generate a Lloyd’s compliant risk and premium bordereaux. These can be accepted by the Delegated Data Manager (DDM) without any rework or translation, for swift transmission to Managing Agents.

Complete Tax Reporting

This includes billing, invoicing, cash allocation, supporting UK and US Surplus Line tax recording. Lloyd’s Coverholder Workbench provides full data transfer of policy capture, avoiding re-keying and reconciliation issues.


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