I was the lead analyst for a wide-ranging review of opportunities for new business application technology in one of this insurance company’s overseas Managing General Agents (MGAs). Working with the IT Business Partner, Insurance Admin Manager, MGA Underwriting Manager and MGA Operations Director, I established the high level scope to govern the coming 5 months’ analysis work. I went on to capture as-is and to-be processes, functional and non-functional requirements for Bordereaux Management which included binder management (parties, limits, dates, status), bordereaux processing (fields, validation rules, derived data rules for risk, premium and claims) and operational and insurance management information and analytics. I reviewed who was doing what, in particular to propose ways of driving efficiencies by automating processes handled manually within the MGA and also – where possible – shifting effort to brokers and TPAs. This introduced a vision not just for delegated authority but for delegated bordereaux processing with the processing risks adequately managed by the application. With the IT Solutions Architect, I evaluated – through an RFP – the functional capabilities of 4 Bordereaux Management “off the shelf” applications and 1 custom-build proposal and 1 non-BMS app purporting to be configurable enough to handle binder and bordereaux management. I also looked at 1 data quality management application which had an API connection to one of the BMS apps. I evaluated costs and benefits, focusing on quantifiable gains and linking them to specific processes in order to link application/functional cost to business value. I produced a recommendation paper covering cost, functionality, pros, cons and whether or not to advance to a pilot phase. I set the scope and success criteria for a pilot. The clients were very pleased with my work saying that it was of a very high quality and exceeded expectations.