With nearly 30 years’ experience, Generis Underwriting is a specialist underwriter serving SME and mid-market commercial insurance clients.
Built by experienced underwriting professionals, the business combines personal service with specialist expertise, modern products, and efficient delivery.
As a growing business with limited internal resources, Generis needed a smarter way to manage broker onboarding, due diligence, and ongoing compliance obligations.
Manual checks across multiple systems created delays, consumed valuable time, and reduced confidence in their ability to maintain robust oversight.
Meeting FCA and capacity provider requirements created pressure on a lean team.
Periodic broker checks were time-consuming and difficult to maintain consistently.
Information had to be sourced from FCA records, Companies House, broker websites, and other platforms.
Internal teams needed to focus on growth, not repetitive admin.
REG introduced a centralised compliance platform that automated broker monitoring, streamlined onboarding, and simplified agreement management.
24/7 surveillance of broker relationships provides continuous visibility.
Inbox notifications flag financial, regulatory, or adverse changes that need attention.
All counterparty intelligence is stored in one accessible platform.
Support regulatory obligations with stronger documentation and monitoring processes.
By automating time-intensive compliance processes, Generis created more capacity for growth and stronger broker relationships.
Quicker broker approvals help Generis act on opportunities faster.
A smoother onboarding experience creates positive first impressions with brokers.
Robust controls strengthen confidence with partners and capacity providers.
Time saved is reinvested into supporting and expanding agency relationships.
REG continues to support Generis with a scalable approach to broker compliance, onboarding, and operational growth.
As the business expands its workforce and trading relationships, the platform helps ensure governance remains strong without increasing admin complexity.
The system also supports audits, agreement management, and future feature adoption as business needs evolve.
Generis Underwriting
“The challenge that faced us from a compliance perspective was how we monitor the brokers that we use to place business with us.
What I like about it is the ongoing monitoring, both from a financial perspective but also a compliance perspective.
REG is the best present you could give a start-up business.
It’s definitely quicker and it makes life so easy.”
