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Adam Lee, Head of New Sales
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Client Money & Insurer Reconciliation
Our comprehensive Client Money handling service offers peace of mind.
With an in-house team of experts that boast over 125 years of experience between them, you can rest assured that your client money is being held compliantly. Our dedicated team can take care of this technical and complex area on your behalf, so you can get on with the day job.
There are three key elements to the Broker Network Client Money service:
Client Money Handling Service
Using our client money handling service could not only free up your staff’s time, but also release a capital resource back into the business, enabling investment. Your business costs could also be reduced as Broker Network’s Client Money is audited on your behalf, meaning you are not required to complete an audit yourself.
Insurer Accounts Reconciliation
We are able to free up even more of your time by reconciling and settling your insurer accounts on your behalf. This service includes reconciliation of your monthly insurer statements, payments to insurers in line with credit terms and management and review of aged creditors. We can also identify and resolve queries with insurers for you.
CASS Consultancy visits
If you are comfortable handling your client money yourself, our consultancy visits could prove useful. We have a huge amount of knowledge and experience on CASS regulation which is hard to find anywhere else in the industry, and through our consultancy we can share best practice tips with you, offer assistance in explaining the complex regulation, and help to improve your processes or make them more efficient.
To explore further, current Members, please visit the Hub. Alternatively, if you are not already part of the Network, please follow the link below to learn more.
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