Insurance Back-Office Pricing & Retainers.

A full-time Dedicated Insurance Administrator provides 160 productive hours per month (38–40 hrs/week) exclusively integrated into your brokerage software stack (WinBEAT, Applied Epic, Sunrise Exchange, etc.) managing policy admin, MTAs, renewals, claims documentation, and reconciliations.

• ✓ 100% exclusive dedication to your business with daily direct Slack/Teams communication.
• ✓ Fast 2–4 hour turnaround on urgent tasks (Certificates of Currency, immediate endorsements).
• ✓ Senior Insurance QA Lead oversight and Two-Tier review included at no additional cost.
• ✓ Direct login to your existing broker software with Zero Local Storage under APP 8.

The Shared Support tier provides 40 productive hours per month with a standard 24–48h SLA, ideal for solo brokers and boutique agencies needing fractional support for routine policy logging, Certificates of Currency, and mid-term adjustments.

• ✓ 40 productive hours per month allocated to routine administrative workflows.
• ✓ Certificates of Currency generation within 2 hours during standard hours.
• ✓ Policy schedules, MTA entries, and client contact data updates.
• ✓ Month-to-month flexibility with rollover protection.

If your brokerage experiences a quieter month, up to 50% of your unused retainer hours automatically roll over into the subsequent month, ensuring you never lose paid hours during fluctuating renewal cycles.

• ✓ Applies to all monthly dedicated and shared retainers.
• ✓ Rollover hours are utilized during peak surge periods (e.g., June and December renewals).
• ✓ Complete monthly timesheet and utilization transparently reported in your monthly dashboard.

No. All MCR Associates insurance agreements operate on a month-to-month rolling basis with zero placement fees, zero setup costs, and a simple 14-day cancellation notice.

• ✓ Zero recruitment or onboarding fees.
• ✓ 14 days' written notice to adjust, scale up, or cancel.
• ✓ Transparent monthly AUD billing via bank transfer or credit card.

An engagement begins by defining the work scope, the client-controlled software environment, access requirements, turnaround expectations and review process. A paid pilot can be used before moving to recurring capacity.

• ✓ The scope is matched to the relevant MCR Associates service desk and its published commercial model.
• ✓ The client provides or approves the operating procedures, templates and escalation path for the work.
• ✓ The client retains control over the pace and scale of the engagement.

No. MCR Associates is designed to work in the client’s existing approved software, cloud environment or virtual desktop workflow. The exact tools supported depend on the service being engaged.

• ✓ The client controls user access, permissions and multi-factor authentication.
• ✓ Work is completed within the client’s approved templates and operating process.
• ✓ The client retains ownership of its software licences, records and administrative settings.

MCR Associates’s operating model is based on client-controlled cloud software or virtual desktop access and a Zero Local Storage policy. Specific access controls are agreed with the client as part of onboarding.

• ✓ The client determines the access level required for the assigned work.
• ✓ MFA, restricted permissions and client-approved environments can be used where available.
• ✓ Confidentiality and data-handling requirements are established before operational work begins.

The client retains responsibility for final review, approvals and any regulated or client-facing decisions. MCR Associates provides operational preparation and support within the agreed scope.

• ✓ The relevant Australian licensed, registered or authorised client representative retains statutory responsibility where applicable.
• ✓ Review checkpoints and escalation paths are agreed for the client’s workflow.
• ✓ MCR Associates does not replace the client’s required principal, practitioner or decision-maker.

Yes. A defined pilot or tightly scoped initial workflow can be used to evaluate operational fit, communication, quality review and turnaround before a broader capacity arrangement is considered.

• ✓ The initial scope should identify the work type, required access and completion criteria.
• ✓ The appropriate service desk and commercial model are selected according to the work required.
• ✓ A successful pilot can be expanded only when the client is comfortable doing so.

MCR Associates operates as a B2B back-office support partner. Client-facing communication, regulated advice, decisions and relationship ownership remain with the client business unless a separate, approved scope explicitly provides otherwise.

• ✓ Work is performed according to the client’s operational boundaries and approved procedures.
• ✓ The client nominates the appropriate supervisor or escalation contact.
• ✓ Confidentiality and non-solicitation commitments can be addressed within engagement terms.