Insurers and principals

Insurer and Principal Guide: Finding Distribution

Insurers and principals can use Capacity Network to discover broker, MGA and scheme opportunities that fit underwriting appetite, distribution strategy and operational requirements.

Recommended action

List capacity appetite

What To Do First

  1. 1. Publish capacity appetite and minimum requirements.
  2. 2. Define preferred distribution outlets and excluded markets.
  3. 3. Review screened opportunities and match rationale.
  4. 4. Request missing evidence or required documents.
  5. 5. Approve named disclosure and track meeting, NDA, terms and outcome.

What To Prepare

  • Underwriting appetite
  • Target GWP range
  • Preferred territories
  • Distribution strategy
  • Delegated authority stance
  • Document requirements for due diligence

Confidentiality Guidance

  • Insurers and principals can review opportunities confidentially.
  • Named disclosure is controlled by approval.
  • Conflict checks reduce the risk of sensitive or unsuitable introductions.

Typical Documents

  • Appetite statement
  • Minimum requirements
  • Due diligence checklist
  • Binder requirements
  • Compliance requirements

FAQs

How can insurers find distribution opportunities?

Insurers can define appetite and review screened broker, MGA or scheme opportunities that fit class, GWP, territory, distribution and operational maturity.

Can principals control which opportunities they see?

Yes. Principals can define appetite, exclusions, GWP thresholds and visibility preference to reduce unsuitable approaches.