Providers, agents and brokers

The Network group holds the outside parties you work with: the providers who treat or repair, the agents and brokers who sell for you, and, for a TPA, the insurers you administer for.

Providers

Providers are hospitals, clinics, pharmacies, laboratories, garages, and surveyors or adjusters. Add them under Network > Providers with:

• the type, name and code,
• the network or tier you place them in, for example A, Gold or Agency,
• the discount they give you,
• the contract dates,
• a contact person, phone, email and address.

Set a provider to Inactive or Suspended to stop choosing it on new claims without losing its history.

A provider is chosen on a claim or a pre-approval. When you pay a claim, you can pay the provider directly instead of the customer. The list shows how many claims each provider has handled.

Agents and brokers

Add agents, brokers and bancassurance partners under Distribution > Agents and brokers, with their licence number, its expiry date and their commission rate.

• The rate is applied to the net premium of each policy they bring. Leave it at 0 to use the rate set on each product.
• Choose the agent or broker on the quote. The commission is created when the policy is issued.

Open an agent or broker to see commission to pay, commission paid, their policies, and to download a Commission statement as a PDF. Paying commission is done under Finance > Commissions or in payout runs; licences, the sales hierarchy and binding authority are covered in Agents, brokers and the sales network. See Billing and payments.

Client insurers, for a TPA

If your company is a third-party administrator, Network > Client insurers lists the insurance companies you work for, with a contact and your administration fee as a share of the premium administered.

Choose the insurer on each quote. It is carried to the policy and printed on the policy schedule, and the list shows how many policies you administer for each insurer.

An insurance company does not see this list. To switch between the two, the main account changes Type of company in Company settings.