Coverholder Portfolio Management

OVERVIEW

We build strategic, tailored portfolios that help MGAs, Coverholders, and stakeholders thrive in a fast-evolving market. We don’t just manage portfolios — we craft them with precision and purpose, combining robust infrastructure and innovative thinking to drive long-term success.

Our model goes beyond broking. We deliver scalable solutions designed for resilience and growth, supported by Long-Term Agreements and Continuous Contracts that foster lasting confidence between clients and markets.

Our expertise

• • End-to-end portfolio solutions
  • Strategic business planning and integrated data oversight
  • Faster Claims Payment (FCP)
  • Profit commission negotiation
  • Contract, claims and compliance support

Our products and coverage

Portfolio solutions

• Consolidated contracts covering multiple lines of business
• Long-Term Agreements (3- and 5-year) and Continuous Contracts
• Flexible frameworks for rapid class additions
• Lifecycle management from inception to renewal

Technology and data

• Pulse System: proprietary platform for real-time data integration and performance tracking
• Automated MI reporting and transparent performance oversight

Market access

We maintain strong relationships with global markets – including Lloyd’s of London – built on a reputation for independence, professionalism, and transparency.

“The only broker who currently does this!” – Lloyd’s Syndicate

“The levels of transparency and communication from ‘Client Z’ and yourselves is greatly appreciated and certainly stands apart from other Coverholders and Brokers I’ve dealt with.” – Lloyd’s Syndicate