Insurance Operations Services for Brokers & MGAs UK Insurance Operations Services for Brokers & MGAs UK

Insurance Operations Services for Brokers & MGAs

Build a more structured, controlled and scalable insurance operating model with specialist support across submissions, policy servicing, accounting and compliance. Improve turnaround, increase visibility, and reduce operational pressure on internal teams without losing control of critical decisions.

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Lines of Business We Support

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Property
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Casualty
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Financial Lines
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Accident & Health (A&H)
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Marine
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Aviation
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Energy
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Political Risk
Hands cradle a blue glow labeled INSURANCE with surrounding icons for car, health, money, home, travel, and family—illustrating insurance concepts.

Strengthen Insurance Operations, Enable Growth, and Improve Control

Insurance brokers and MGAs are under pressure to handle rising volumes, tighter servicing demands, and greater compliance complexity; often with workflows that remain manual, fragmented, and difficult to scale.

QX helps bring structure, control and execution discipline to that environment, improving turnaround and reducing operational strain without taking control away from your core teams. The result is a stronger operating model for growing brokers & MGAs.

  • Operational depth: QX strengthens high-volume insurance workflows through specialist execution, structured delivery and process discipline.
  • Control stays with you: Underwriting, client relationships and commercial decisions remain in-house, while QX improves visibility, coordination and execution consistency around them.
  • Built to scale: As volumes rise, QX helps standardise workflows, improve tracking and support growth with a more manageable and scalable operating model.
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Our Insurance Operations Services

Broking Support

  • Client/Insurer Onboarding and Offboarding
  • Risk Assessment
  • Proposal Creation
  • Policy Setup/Issuance
  • Invoicing
  • Mid Term Adjustments

Claims

  • Reviewing FNOL
  • Coordination with Lead/Syndicates
  • Document Management
  • Claim payment
  • File Closure

Finance & Accounting

  • Accounts Payable
  • Treasury Operations
  • Accounting
  • Reconciliations
  • Regulatory & Tax Compliance
  • Audit & Compliance
  • FP&A | CFO Line
  • Insurance Broker Acc. (IBA)

Underwriting Support

  • Broker/Cedant Onboarding & Offboarding
  • Submission/Business Inquiry
  • Risk Assessment
  • Policy issuance
  • Invoicing
  • Bordereaux Processing
  • Mid Term Adjustments

Recruitment, People Services & Payroll Management

  • Talent Acquisition & Onboarding
  • Data Migration for Acquisitions
  • Employee Lifecycle Management
  • UK & International Payroll
  • Benefits & Pension Administration
  • Offboarding & Compliance
  • Helpdesk/Support

Enabling Functions

  • Change Mgmt. Support
  • PMO Support
  • Transitions Support
  • Consulting Engagement
  • Target Operating Model
  • Business Transformation

Why Insurance Brokers &
MGAs Choose QX

20+ Years

Of global BPM and F&A delivery experience.

Experienced Insurance Team

20% bring 10+ years of specialist insurance expertise

25-40% productivity improvement

Targeted through AI-enabled automation

40-50% cost efficiency

Driven by productivity improvements over time

Everest Group Challenger

Recognised for sector expertise and tech-enabled BPM capability.

BSI-certified & GDPR-compliant

Giving clients confidence in data handling, controls and governance.

Benefits of Outsourcing Insurance Operations to QX

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Improve turnaround and responsiveness

Accelerate execution across high-volume workflows such as submissions, servicing, renewals and endorsements through more structured delivery and better workflow control.

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Strengthen control and visibility

Bring greater oversight to operational workflows through better tracking, clearer ownership and more consistent reporting across the insurance operations lifecycle.

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Scale operations effectively

Support business growth with an operating model that can absorb higher volumes without creating the same level of pressure on internal teams.

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Reduce manual burden on core teams

Free underwriting, servicing and leadership teams from operational coordination and repetitive admin so they can stay focused on decisions, relationships and growth.

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Improve consistency and execution quality

Standardised workflows, structured handoffs and SOP-led execution help reduce variation, improve reliability and support better operational outcomes.

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Enable smarter workflow automation

Apply automation selectively to repetitive, rules-based activities to improve efficiency, support accuracy and strengthen process performance

Technology & Automation Driven Solutions

QX works with major insurance software and client platforms, combining operational expertise with automation, analytics and workflow optimisation to improve execution, visibility and scalability. We help clients get more from existing systems while introducing AI and automation where it delivers measurable operational value.

  • Existing-system friendly: Improves workflows without forcing unnecessary platform change.
  • QX automation capability: AI, RPA, document processing and validation support for high-volume workflows.
  • Operational MI and dashboards: Better visibility into workloads, SLAs and process bottlenecks.
  • Process-led digitization: Stabilise workflows first, then apply automation where it improves performance.
Broking Support
UK
  • BrokerPartner
  • Open GI
  • Tide
  • SSP Pure
  • Brokersure
  • EDE
USA
  • Applied Epic
  • AMS360
  • EZLynx
  • HawkSoft
  • Assure
Underwriting Support/Policy Admin
UK
  • Subscribe
  • Eclipse
  • Sequel
  • PPL
  • Whitespace
  • DDM
  • Lors System
  • GXB
  • XFI
  • Eclipse
  • Iris
USA
  • Policy Centre
  • Duck Creek Policy
  • Insurity
  • Maje
Broking Support
UK
  • ECF2
  • IMR
  • Sequel Claims
  • Guidewire
USA
  • Guidewire ClaimCenter
  • Snap sheet
  • Claim Centre
  • Duck Creek Claims
Broking Support
UK
  • LIDS
  • POSH
  • Account Enquiry
USA
  • ISO / Verisk
  • NCCI / Carrier Portals

FAQs

Let’s Talk

If you’re looking to scale insurance broker operations with strong governance and AI led efficiency, QX can help.

We’ll work with you to design an operating model aligned to your processes, systems, and growth plans.

Talk to our experts