Designed for MGAs & Brokers
How Ultradoc provides centralised partner management and unified process management for MGA and broker operations.
Key Pain Points We Solve
Distribution Managers - Partner Compliance Coordination → Centralised Partner Management
Ultradoc provides distribution managers with complete visibility and control over partner document usage through its centralised management system. The platform can automatically push current IPID versions to all retail partners while tracking which versions are in use across your distribution network. Real-time notifications ensure partners are immediately informed of document updates, and the system can prevent outdated documents from being used. This centralised approach eliminates the complexity of managing multiple partner relationships while ensuring consistent compliance across your entire distribution network.
Operations Managers - Workflow Standardisation → Unified Process Management
The platform transforms disparate insurer relationships into a standardised, efficient workflow. Regardless of whether you’re working with ten or fifty different insurers, Ultradoc provides a unified interface for managing all IPIDs. The system can accommodate different insurer formats and requirements while presenting a consistent user experience to your team. API integrations connect multiple insurer systems seamlessly, and automated workflows ensure consistent processes regardless of the underlying complexity. This standardisation dramatically reduces operational overhead while improving accuracy and efficiency across all insurer relationships.
Why Choose Ultradoc for MGAs & Brokers?
- Centralised Partner Management: Complete visibility and control over partner document usage
- Unified Process Management: Standardised workflows across multiple insurer relationships
- Real-time Notifications: Keep partners informed of document updates instantly
- API Integrations: Connect seamlessly with multiple insurer systems
- Reduced Operational Overhead: Streamline complex multi-insurer operations
Ready to learn more?
Get in touch to see how Ultradoc can help your team streamline document management.