100% Remote • Australia-Ready

Policy Data Entry & Endorsements Administration.

Q: How fast can MCR Global issue Certificates of Currency (COC)?

Certificates of Currency are processed within a guaranteed 2-hour SLA during standard operating hours upon receipt of required interested party details (financiers, landlords, principals) and policy verification. Standardized Certificate of Currency generation with verified interested party clauses. Direct email dispatch to client or broker principal for approval. Archiving in WinBEAT / Applied Epic client records with audit timestamps.

Q: How are mid-term policy adjustments (MTAs) and endorsements handled?

When an insured adds a vehicle, changes property address, or updates sum insured values, our team enters the endorsement directly into your broker CRM, retrieves revised underwriter premium quotes via Sunrise Exchange or insurer portals, and prepares the endorsement schedule. Asset schedule addition/removal entries and vehicle fleet updates. Pro-rata premium adjustment and broker fee reconciliation. Closing document transmission via Sunrise Exchange.

Q: How does your team ensure zero data transcription errors in broker systems?

All policy data entries undergo a standardized Two-Tier QA review. The dedicated insurance administrator logs the transaction, and the Insurance QA Lead audits the schedule against underwriter confirmation notes before marking the activity complete. Zero transcription error protocol across policy numbers, sums insured, and premium breakdowns. Sunrise Exchange status queue matching and closing message verification. Daily activity logs shared directly with your onshore broker team.

Q: Which broker management software platforms do your policy administrators support?

Our administrators operate natively in WinBEAT, Applied Epic, Steadfast INSIGHT, Steadfast Virtual Underwriter (SVU), InsuredHQ, and custom Insurtech databases with Zero Local Storage under Australian Privacy Principles (APP 8). Direct login via encrypted VDI/VPN with multi-factor authentication. Deep experience in Australian general insurance tax rules (GST, stamp duty, fire services levy). Native invoice generation, debtor management, and underwriter closing reconciliation.

Free your broking team from routine data entry. Our trained insurance administrators manage policy setups, mid-term alterations (MTAs), Certificate of Currency issuance within 2 hours, and Sunrise schedule matching directly inside your broker CRM.

View Policy Admin Rates (from A$450/mo) → Discuss Policy Workflows

<2-Hour COC SLA • Two-Tier QA Review • Sunrise Matching • WinBEAT & Epic Login

Scope of Work

Comprehensive Policy Administration Scope

Structured policy maintenance across commercial, personal, and specialty lines executed under your standard operating procedures.

01 / Setup

New Business Logging

Accurate entry of client profile data, risk questionnaires, policy schedules, and premium splits across WinBEAT / Applied Epic ledgers.

✓ Client register creation & contact data hygiene
✓ Policy schedule & wording attachments
✓ Invoicing & broker fee allocations
✓ Underwriter line schedule setup

02 / Adjustments

Mid-Term Adjustments (MTAs)

Endorsing policy alterations including asset additions/deletions, sum insured amendments, address relocations, and driver changes.

✓ Vehicle fleet & plant additions/deletions
✓ Pro-rata adjustment calculations
✓ Endorsement schedule dispatch to client
✓ Insurer endorsement closing reconciliation

03 / Certification

Certificates of Currency

Rapid issuance of Certificates of Currency with nominated interested parties (financiers, landlords, principals) within 2 hours.

✓ Guaranteed <2-hour issuance during business hours
✓ Financier & landlord notation clauses
✓ Audit-timestamped CRM docket filing
✓ Automated email delivery to broker or client

04 / Invoicing

Pro-Rata Premium Adjustments

Calculating pro-rata base premium, GST, stamp duty, broker fee adjustments, and refund credits across multi-line policies.

✓ Accurate state-by-state stamp duty calculations
✓ Emergency Services Levy (ESL) rate checking
✓ Broker fee vs. underwriter net premium splitting
✓ Credit note generation on policy cancellations

05 / Transmissions

Sunrise Exchange Matching

Daily matching of automated Sunrise closing messages to client invoices, clearing transaction queues and resolving exceptions.

✓ Electronic transaction queue clearance
✓ Closing notice verification & docketing
✓ Investigating rejected transmissions
✓ Underwriter portal schedule downloads

06 / Asset Hygiene

Fleet & Asset Register Hygiene

Maintaining updated asset schedules, vehicle identification numbers (VIN), plant listings, and declared turnover registers.

✓ Fleet schedule registration and VIN updates
✓ Commercial property declared value updates
✓ Mobile plant & equipment register hygiene
✓ Client contact & named insured record updates

Supported Broker CRM Platforms

WinBEAT Client registers, Sunrise transmissions, policy invoicing, and trust accounting.

Applied Epic Enterprise broker workflows, activities, line schedules, and document attachments.

Sunrise Exchange Automated underwriting transaction processing across Australian insurer panels.

Steadfast INSIGHT Steadfast network broker platform operations and triage quote comparison.

Execution Workflow

Structured 4-Step Policy Execution SOP

Zero transcription error protocol backed by Two-Tier Quality Assurance.

Request Intake & Triage

Policy setup, MTA request, or Certificate of Currency instruction received and logged into BMS task queue.

Data Entry & Calculations

Administrator updates asset schedules, enters premium adjustments, and compiles the endorsement or COC schedule.

Two-Tier QA Review

Senior Insurance QA Lead independently verifies policy numbers, sums insured, premium splits, and interested parties.

Sign-Off & Archival

Completed schedule dispatched to broker/insured and filed inside BMS docket with verified audit timestamp.

Engagement Options

Deploy Dedicated Policy Support

Engage dedicated full-time operators or structured administrative teams with month-to-month flexibility, zero recruiter fees, and 50% unused hours rollover.

View Complete Rate Card →

Dedicated Policy Admin (160h/mo) Full-time dedicated operator for high-volume transactions

A$700–$1,100 / mo

Shared Insurance Support (40h/mo) Fractional support for boutique brokerages & agencies

A$450 / mo

Policy Administration FAQs

Learn how our team handles daily broker policy administration tasks.

How fast can MCR Global issue Certificates of Currency (COC)? +

Certificates of Currency are processed within a guaranteed 2-hour SLA during standard operating hours upon receipt of required interested party details (financiers, landlords, principals) and policy verification.

✓ Standardized Certificate of Currency generation with verified interested party clauses.
✓ Direct email dispatch to client or broker principal for approval.
✓ Archiving in WinBEAT / Applied Epic client records with audit timestamps.

How are mid-term policy adjustments (MTAs) and endorsements handled? +

When an insured adds a vehicle, changes property address, or updates sum insured values, our team enters the endorsement directly into your broker CRM, retrieves revised underwriter premium quotes via Sunrise Exchange or insurer portals, and prepares the endorsement schedule.

✓ Asset schedule addition/removal entries and vehicle fleet updates.
✓ Pro-rata premium adjustment and broker fee reconciliation.
✓ Closing document transmission via Sunrise Exchange.

How does your team ensure zero data transcription errors in broker systems? +

All policy data entries undergo a standardized Two-Tier QA review. The dedicated insurance administrator logs the transaction, and the Insurance QA Lead audits the schedule against underwriter confirmation notes before marking the activity complete.

✓ Zero transcription error protocol across policy numbers, sums insured, and premium breakdowns.
✓ Sunrise Exchange status queue matching and closing message verification.
✓ Daily activity logs shared directly with your onshore broker team.

Which broker management software platforms do your policy administrators support? +

Our administrators operate natively in WinBEAT, Applied Epic, Steadfast INSIGHT, Steadfast Virtual Underwriter (SVU), InsuredHQ, and custom Insurtech databases with Zero Local Storage under Australian Privacy Principles (APP 8).

✓ Direct login via encrypted VDI/VPN with multi-factor authentication.
✓ Deep experience in Australian general insurance tax rules (GST, stamp duty, fire services levy).
✓ Native invoice generation, debtor management, and underwriter closing reconciliation.

Integrate dedicated policy administrators into your broker operations.

Dedicated insurance staff starting from A$450/month with zero setup fees.

View Insurance Rates → Discuss Policy Workflows

Important Regulatory & Service Disclaimers

100% Remote BPO Model: MCR Global Insurance Back-Office is a 100% remote Business Process Outsourcing (BPO) service provider operating from India. We provide dedicated administrative, operational, and clerical back-office support to Australian insurance brokerages, underwriting agencies, and insurtechs.

No Insurance Advice or Underwriting: MCR Global is not an Australian Financial Services Licensee (AFSL), insurance broker, insurer, or claims adjuster. MCR Global does not provide general or personal financial product advice, sell or bind insurance coverages, assess claims liability, or make underwriting decisions under the Corporations Act 2001 (Cth) or Insurance Contracts Act 1984 (Cth).

Client & Licensee Responsibility: All policy data entries, Certificates of Currency, renewal comparison schedules, claims documentation files, and reports prepared by MCR Global personnel are executed under the direct instruction and standard operating procedures of the client business. The licensed Australian entity and its responsible managers remain solely and legally responsible for authorizing, reviewing, and approving all insurance transactions and client advice.

Non-Binding Clerical Authority: MCR Global Policy Data Entry & Endorsements Support provides clerical policy setup, endorsement logging, and Certificate of Currency generation under the explicit instructions of the Australian broker. MCR Global does not hold binder authority, cannot bind cover, and does not accept or underwrite insurance risks.

Third-Party Systems & Data Security: System names (including WinBEAT, Applied Epic, Steadfast INSIGHT, Sunrise Exchange) are trademarks of their respective copyright holders. MCR Global personnel access client software tools securely via encrypted VDI/VPN sessions with Zero Local Storage under Australian Privacy Principles (APP 8).