Does the module handle regulatory requirements?
It supports tracking and documentation. Compliance obligations should be mapped with qualified legal and compliance advisers.
POSP & Partner Management
POSP Management Software
POSP management software handles the full partner lifecycle: registration, document verification, training status, insurer codes, hierarchy and performance. It gives distribution heads one view of the network and links partner activity to leads, policies and payouts.
Important: Confirm feature availability, service commitments, legal text and contact details before relying on or publishing this information. Product capability is not a claim of regulatory approval or insurer partnership.
Overview
POSP & Partner Management
Coordinate onboarding, training status, partner profiles, code tracking, activity visibility and network-level performance reporting.
POSP management may include onboarding status, training records, certification tracking, code references, activity and performance reports. Commission management can support configurable rate tables, insurer statements, reconciliation, exception handling and payout reporting. Finance modules may cover expenses, invoices, ledger exports, bank reconciliation and management summaries. Statutory tax and accounting treatment must be validated with the organisation’s qualified finance and compliance advisers.
Frequently asked questions
POSP & Partner Management: common questions
Can partners log in themselves?
Partner-facing access can be configured depending on the scope agreed.
Can we onboard partners in bulk?
Bulk upload with validation can be arranged for existing partner lists.
Can we reject a document and request resubmission?
Yes. Rejection reasons are recorded and the partner is asked to resubmit.
Can we see code status by insurer?
Yes. Each partner's insurer codes and their status appear in one view.
Does it support multi-level hierarchies?
Yes. Team, region and partner levels can be configured.
Contact the Relevant Department
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Department
- Sales & Product Demo
- Pricing & Commercial
- Implementation & Migration
- Technical Support
- Integrations & Partnerships
- Billing & Accounts
- Customer Success
- General Enquiries