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Become An Appointed Representative

Becoming an Authorised Representative is a quicker and easier route to becoming Authorised to sell regulated Insurance products than the long and arduous process and requirements necessary to become directly Authorised.

If you are looking to become FCA Authorised MDIS can help by appointing you as one of their Authorised Representatives.br>

Enquire with us today about becoming Authorised with us.

Product Design & Governance

Designing suitable insurance products is a key part of becoming Authorised. We can assist in the development of products which satisfy the FCA’s requirements for clear, fair, balanced and concise products which provide sufficient value for money to customers.

The FCA’s value measures must be met to ensure products are suitable for sale to the general public including potentially value adults. Such products should meet the target markets requirements and expectations before they can be approved for launch. 

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Compliance Management​

Compliance is a major hurdle to becoming Authorised. MDIS can ensure you successfully navigate the route to initial compliance as well as maintain ongoing policies and procedures to ensure everything you do falls within the FCA’s requirements for ongoing supply of Insurance products.

Compliance touches everything you do, from the way documents are laid out to the words you use when you speak to customers. Everything you do should remain compliant at all times, anything you do which is not compliant risks falling fowl of the FCA’s regulations and potential fines and penalties. Our tried and trusted policies and procedures ensures you stay within the FCA’s current guidelines at all times.

Staff Training & Ongoing CPD

Proper staff training is key to maintaining FCA compliance. All staff must ensure they have sufficient understanding of the broad insurance industry as well as knowledge about the products they sell and the key tenants of TCF.

MDIS can provide a framework for initial staff training in order to meet FCA requirements as well as the required ongoing CPD (Continuous Professional Development) to maintain the required number of hours of training as laid down by the FCA.

GDPR & PCI-DSS Compliance​

Working within the General Data Protection Regulations (GDPR) is essential in today’s regulated environment and is a prerequisite for continuined FCA compliance.

Similarly, for any card payments, the stringent security requirements of PCI-DSS (Payment Card Industry Data Security Standard) can be a real barrier to companies accepting and management customer payments by card.

Card & Direct Debit Payment Gateway​

Accepting card payments is essential in todays online world. Finding payment gateway partners who are willing to take on new clients accepting insurance premiums from their clients can be almost impossible given the increased caution and regulation in todays environment.
MDIS has a proven track record of providing both Card and Direct-Debit payment facilities to its customers over many years and therefore has a good reputation within the payment industry.

Our AR’s can leverage this good reputation to provide out-of-the-box DD and Card payment facilities for their own customers with minimal setup.
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Complete policy management system

At MDIS we have many years experience in servicing retail insurance customers. Our advanced policy management system inregrates policy setup, quoting, payment management, document management, renewals and the whole customer journey from start to finish all within one easy IT system.

AR’s get direct access to this system to manage their customers online. Many functions such as producing customers schedule, emailing policy documents, demans and needs statements, customer correspondence and renewal letters etc are handled automatically by the system, minimising the time you spend doing routine admin tasks and maximising the time you can spend on selling and nurturing your customers.

Enquire About Becoming An Authorised Representative

To enquire about becoming an Authorised Representative, simple fill in the form below and tell us a bit about your company, the products you sell and why you are interesting in becoming an AR.

We look forward to hearing from you!