How we can help
Insurance Authority responsible officers
For an insurance broker company or agency, review the candidate’s current or proposed technical representative licence, business lines, management experience and authority. Practise frontline supervision and complaint handling, with preparation for an IA interview where relevant.
MPFA responsible officers
The candidate must be an individual subsidiary intermediary attached to the principal intermediary. We work through sales supervision, file reviews and escalation, and check what authority, resources and support the firm will provide.
Candidate introductions and appointment planning
Agree the role, experience required and reporting line before discussing potential introductions. We share a candidate’s details with their consent. The firm and candidate agree the appointment, subject to approval by the relevant authority.
What you receive
A role brief and candidate profile, a training outline tailored to the role, and outstanding points to resolve before appointment or application.