Public workflow

See How Capacity Network Helps You Move From Interest To Introduction

The application gives brokers, MGAs, insurers, principals, capacity providers and scheme owners a controlled route from profile creation to screened matches, document readiness, named disclosure and commercial outcomes.

What the app changes

Instead of relying on informal networks, speculative meetings and uncontrolled disclosure, every opportunity follows a visible workflow with checks, statuses and next actions.

View workflow

Brokers And MGAs

Problem

Find new, replacement or additional capacity without creating market noise.

How the application helps

Submit a structured capacity need, protect incumbent relationships, upload evidence and approve disclosure only when ready.

Submit capacity need

Insurers And Principals

Problem

Find qualified distribution opportunities that match appetite and operating standards.

How the application helps

Define appetite, visibility and requirements, then review screened requests and scheme opportunities.

List provider appetite

Scheme Owners

Problem

Present an existing or proposed scheme in a provider-ready format.

How the application helps

Package distribution proof, GWP potential, class, customer segment, documents and support required.

Discuss scheme opportunity

Workflow

The Application Workflow In Plain English

Each stage has a practical purpose: collect better information, protect sensitive relationships, improve match quality and give both sides a controlled path to a commercial discussion.

  1. 1

    Create Your Profile

    What you do

    Tell us who you are, your company type and what you are trying to achieve.

    What the app does

    Capacity Network routes you into the right path: capacity request, provider appetite, scheme opportunity or distribution search.

    What you get

    A structured company and opportunity profile that can be reviewed properly.

  2. 2

    Define The Opportunity

    What you do

    Add classes, territories, GWP, capacity sought or offered, distribution outlets, maturity and supporting context.

    What the app does

    The application turns loose market interest into comparable data points that providers and applicants can assess.

    What you get

    A market-ready profile with enough detail to judge fit before names are disclosed.

  3. 3

    Set Confidentiality Controls

    What you do

    Choose visibility preferences and list providers, applicants or markets that should not see the request.

    What the app does

    Conflict checks and exclusions are applied before matching or named disclosure activity progresses.

    What you get

    Sensitive capacity searches can be explored without alerting the wrong market.

  4. 4

    Screen And Match

    What you do

    Admins review profile readiness, appetite fit, conflicts and missing information.

    What the app does

    The matching engine compares business line, class, geography, GWP, distribution, maturity, appetite and exclusions.

    What you get

    Suggested matches show why they fit and what still needs to be resolved.

  5. 5

    Prepare Documents

    What you do

    Upload requested items such as claims packs, bordereaux, loss ratios, binder wording, TOBA and compliance documents.

    What the app does

    Documents are linked to checklist items, reviewed by admins and gated before named disclosure where required.

    What you get

    Both sides can see whether the opportunity is ready for a serious commercial conversation.

  6. 6

    Approve Named Disclosure

    What you do

    Both sides approve whether names and sensitive details can be disclosed.

    What the app does

    The workflow checks document status, admin approval, conflict checks and excluded-party rules before disclosure.

    What you get

    Introductions happen only when the process is ready and both sides have control.

  7. 7

    Manage The Introduction

    What you do

    Track NDA, meeting, document requests, terms issued, declined, converted or lost outcomes.

    What the app does

    The introduction case keeps activity, notes, status changes and audit history in one place.

    What you get

    Everyone has a clear view of progress instead of relying on scattered email threads.

Why it helps

Clearer Decisions For Both Sides Of The Market

Clarity

Turns informal market conversations into structured profiles, statuses, documents and next actions.

Confidentiality

Supports exclusions, anonymous review, hidden providers and mutual approval before named disclosure.

Fit

Matches requests and appetite using class, territory, GWP, distribution, maturity and operational requirements.

Control

Gates introductions until documents, conflicts, admin review and disclosure approvals are complete.

Momentum

Tracks meetings, NDAs, terms, document requests, overdue actions and outcomes from one case.

Auditability

Keeps review, document, introduction and lead activity visible to authorised users.

For applicants

Protect sensitive searches while building a stronger capacity profile.

For providers

Review better-qualified opportunities that match appetite and minimum standards.

For admins

See readiness, conflicts, documents, introductions, overdue actions and outcomes in one workflow.

Workflow FAQs

What does Capacity Network actually do after someone registers?

Capacity Network routes the user by company type and objective, collects a structured profile, applies confidentiality and conflict controls, supports document readiness and helps progress suitable matches into controlled introductions.

Can users see all providers or applicants immediately?

No. Visibility is controlled. Hidden providers, excluded parties, conflict checks and mutual approval can prevent names or sensitive details being disclosed too early.

How does the application help a capacity provider?

Capacity providers can define appetite and review screened opportunities that match their classes, territories, GWP range, distribution preferences and operational requirements.

How does the application help a broker or MGA?

Brokers and MGAs can present a capacity requirement professionally, control who should not see it, upload the right evidence and progress only with suitable providers.