Confidentiality

Confidentiality And Controlled Disclosure

Capacity Network is built around controlled disclosure so brokers, MGAs, scheme owners and capacity providers can explore opportunities without unnecessary market noise.

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Reviewed 23 July 2026. Built for controlled insurance capacity and distribution workflows.

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Why Confidentiality Matters

Capacity searches can be sensitive. A broker, MGA or scheme owner may need to explore options without alerting an incumbent provider. A provider may want to review distribution opportunities without signalling appetite publicly.

Capacity Network supports a controlled process where names, documents and sensitive details are not treated as open marketplace information.

Excluded Providers And Applicants

Applicants can specify providers, markets or relationships that must not see a request. Providers can define applicant or market exclusions when listing appetite.

Those exclusions are designed to inform matching, conflict checks and admin review before an approach or introduction is progressed.

Named Disclosure

Named disclosure should happen only after the required checks are complete. The workflow can include document readiness, conflict checks, admin approval and mutual approval before a named introduction is made.

This gives both sides a clearer route from anonymous or confidential review to an approved commercial conversation.

How we protect confidential capacity searches

Capacity seekers can use anonymous or confidential review, add excluded providers and keep sensitive detail inside the platform workflow until the request is ready to progress.

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How provider anonymity works

Capacity providers and principals can use hidden or controlled visibility, so applicants see fit and process before provider identity is disclosed.

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What happens before named disclosure

Named introductions can be gated by admin review, conflict checks, required document acceptance and mutual approval from both sides.

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Document security and access controls

Documents are attached to specific checklist items, requests or introductions, then reviewed and accessed through role-controlled portal workflows.

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Operating Principles

  • Anonymous or confidential review where needed
  • Excluded provider and applicant controls
  • Hidden provider mode until match approval
  • Document readiness before disclosure
  • Mutual approval before named introductions

Frequently asked questions

Can an applicant stop an incumbent provider seeing a request?

Yes. Applicants can list providers or markets that should be excluded before matching or disclosure is considered.

Can a capacity provider stay hidden?

Yes. Provider appetite can be handled in hidden or controlled visibility mode until a qualified match is ready for named disclosure.