Delegated authority services

Oversight, control and confidence across delegated authority operations

PoloWorks supports the insurance market across delegated authority operations, providing specialist capability across the whole delegated authority lifecycle. Our support is flexible, from short-term secondments, transformation, and full operational delivery, depending on what your portfolio requires.

What We Do

We deliver end-to-end delegated authority support across:

Delegated authority management
Bordereaux management
Review and quality assurance, including coverholder and DCA audits
Consulting and advisory, including framework design, policy and process optimisation, and system implementations

How we Operate

Operational ownership across DA management

Structured oversight across onboarding, renewal and ongoing governance, aligned to Lloyd’s and regulatory expectations.

Flexible, embedded resourcing

Short-term secondments and specialist support that integrate directly into client teams, maintaining continuity during periods of pressure or change.

Controlled data and governance

Bordereaux management, validation and audit processes ensuring accuracy, compliance and reliable oversight across delegated portfolios.

When clients come to PoloWorks

Clients typically engage PoloWorks when delegated authority operations need to be established, stabilised or strengthened, including when:

audits and compliance requirements are increasing and internal capacity is stretched
onboarding and renewal oversight needs to be tightened to improve governance and reduce exposure
bordereaux quality, timeliness or consistency is limiting oversight and decision-making
internal projects and renewal periods create resource pressure and BAU oversight capacity drops
a portfolio is growing and needs scalable frameworks, repeatable processes and reliable reporting