Platform admins

Admin Guide: Operating the Marketplace

Admins operate the controlled marketplace: approving users, reviewing opportunities, managing conflicts, requesting documents, approving matches, monitoring introductions and tracking audit/compliance activity.

Recommended action

Open admin dashboard

What To Do First

  1. 1. Review new registrations and company profile readiness.
  2. 2. Approve, hold or decline submitted opportunities.
  3. 3. Check conflicts, exclusions, document readiness and match rationale.
  4. 4. Approve matches and manage controlled introduction workflow.
  5. 5. Monitor audit, overdue tasks, email status and operational alerts.

What To Prepare

  • Review queues
  • User and company approval status
  • Required document checklist
  • Conflict checks
  • Introduction outcome stage
  • Audit and compliance exports

Confidentiality Guidance

  • Admins can see everything, but should control when counterparties see names.
  • Disclosure should be blocked until required documents, conflicts and approvals are complete.
  • Audit trails should record key status and document decisions.

Typical Documents

  • Claims pack
  • Bordereaux
  • Loss ratios
  • Binder wording
  • TOBA
  • Compliance documents
  • Financials

FAQs

What should admins check before named disclosure?

Admins should check required document acceptance, conflict completion, admin approval and excluded provider/applicant conflicts.

What does the admin pipeline track?

The pipeline tracks registration, profile review, marketplace visibility, match suggestions, introductions, documents, meetings, terms and converted or lost outcomes.