How CNA Hardy
Modernised Broker Onboarding & Agreement Management

CNA Hardy replaced manual, paper-based broker onboarding and TOBA administration with a faster, automated digital process using REG.



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At a glance:

  • Manual onboarding process transformed into digital workflow
  • TOBA issuance automated and accelerated
  • Improved broker experience and responsiveness
  • Stronger regulatory oversight and audit trails
  • Time reinvested into broker and client relationships
At a glance:
CNA Hardy

About CNA Hardy

CNA Hardy is a leading commercial insurance provider operating in both Lloyd’s and company markets, offering specialist insurance products across multiple sectors.

Part of the global CNA group, the business serves customers across the UK, Europe, North America, and international markets.

The Challenge

CNA Hardy identified an opportunity to modernise how new brokers were onboarded and how agreements were managed.

Legacy processes relied heavily on paper forms, email exchanges, and manual internal reviews across multiple departments, creating delays and unnecessary administration.

Significant Workload

Significant Workload

Manual tasks across finance, compliance, and distribution created avoidable internal pressure.

Extensive Onboarding

Extensive Onboarding

Long application forms and document requests slowed down new broker setup.

Paper-Based Operations

Paper-Based Operations

Processes depended on forms, email chains, and offline administration.

Manual TOBA Issuance

Manual TOBA Issuance

Agreements were sent, signed, returned, and tracked manually.

“The REG Networkhas helped us to dramatically improve the efficiency of our broker onboarding process, oversight and customer experience.”

Andy Clements, Head of Distribution, CNA Hardy

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How REG Helped

REG introduced an automated, cloud-based platform that streamlined broker onboarding, agreement issuance, and oversight into one connected workflow.

Automated Broker Database Icon

Automated Broker Database

Access verified company data instantly, reducing the need for lengthy manual application forms.

24/7 Alerts & Visibility Icon

24/7 Alerts & Visibility

Real-time monitoring and automated notifications keep teams informed of changes and actions required.

Seamless Cloud Access Icon

Seamless Cloud Access

Teams can securely manage onboarding and oversight from anywhere, without disruption.

Centralised TOBA Issuance Icon

Centralised TOBA Issuance

Generate, issue, track, and accept agreements digitally through one platform.

“TOBA issuance is fully automated and, with digital acceptance, is usually completed on the same day.”

Andy Clements, Head of Distribution, CNA Hardy

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The Impact

By replacing fragmented manual processes, CNA Hardy created a faster and more scalable broker management model.

Faster Broker Agreements

Digital workflows dramatically reduced delays in issuing and completing TOBAs.

Improved Customer Experience

Brokers benefit from a smoother, more responsive onboarding journey.

Stronger Business Position

Internal efficiencies free up more time for commercial growth and broker development.

Reliable Oversight

Central dashboards and audit trails improve governance and control.

CNA Hardy

Ongoing value

REG continues to support CNA Hardy with a more efficient and resilient approach to broker onboarding and relationship management.

The platform reduces operational friction, supports flexible working, and enables teams to focus more time on commercial priorities instead of administration.

Continued Value Delivered:

  • Scalable onboarding processes
    Handle increased broker demand without increasing admin burden
  • Remote operational continuity
    Teams can work effectively from any location
  • Stronger compliance confidence
    Full visibility and clear audit trails support governance
  • Faster turnaround times
    Agreements and approvals move more quickly
  • More commercial focus
    Time saved can be reinvested into broker and client relationships
  • Improved service delivery
    Faster responses create a better partner experience

“The REG Network has helped us to dramatically improve the efficiency of our broker onboarding process, oversight and customer experience.

TOBA issuance is fully automated and, with digital acceptance, is usually completed on the same day.

The efficiency saving is being reinvested in more time spent with brokers and clients, strengthening relationships and delivering our specialist solutions.”

Andy Clements

Head of Distribution, CNA Hardy

Ready to Accelerate Broker Onboarding?

See how REG helps insurers automate agreements, improve oversight, and create a better broker experience.

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