How Generis
Accelerated Broker Growth with Smarter Compliance Management

Generis replaced time-consuming manual broker checks with automated oversight, faster onboarding, and stronger governance using REG.



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At a glance:

  • Reduced compliance workload for a lean internal team
  • Faster broker onboarding and approvals
  • 24/7 broker monitoring and alerts
  • Stronger audit readiness and governance
  • Faster routes to revenue through quicker trading decisions

 

At a glance:
Generis Underwriting Logo

About Generis Underwriting

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.

The Challenge

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.

Overwhelming Regulations

Overwhelming Regulations

Meeting FCA and capacity provider requirements created pressure on a lean team.

Manual Monitoring

Manual Monitoring

Periodic broker checks were time-consuming and difficult to maintain consistently.

Multiple Data Siloes

Multiple Data Siloes

Information had to be sourced from FCA records, Companies House, broker websites, and other platforms.

Insufficient Resources

Insufficient Resources

Internal teams needed to focus on growth, not repetitive admin.

“The challenge that faced us from a compliance perspective was how we monitor the brokers that we use to place business with us.”

Andy Francis, Managing Director, Generis Underwriting

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How REG Helped

REG introduced a centralised compliance platform that automated broker monitoring, streamlined onboarding, and simplified agreement management.

 

Ongoing monitoring Icon

Ongoing Monitoring

24/7 surveillance of broker relationships provides continuous visibility.

Instant Alerts Icon

Instant Alerts

Inbox notifications flag financial, regulatory, or adverse changes that need attention.

Organised Data Icon

Organised Data

All counterparty intelligence is stored in one accessible platform.

Risk Mitigation Controls Icon

Risk Mitigation Controls

Support regulatory obligations with stronger documentation and monitoring processes.

“What I like about it is the ongoing monitoring, both from a financial perspective but also a compliance perspective.”

Andy Francis, Managing Director, Generis Underwriting

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The Impact

By automating time-intensive compliance processes, Generis created more capacity for growth and stronger broker relationships.

 

Faster Routes to Revenue

Quicker broker approvals help Generis act on opportunities faster.

Stronger Relationships

A smoother onboarding experience creates positive first impressions with brokers.

Credible Market Reputation

Robust controls strengthen confidence with partners and capacity providers.

Improved Operational Capacity

Time saved is reinvested into supporting and expanding agency relationships.

Generis Underwriting

Ongoing value

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.

 

Continued Value Delivered:

  • Scalable compliance processes
    Grow broker relationships without adding disproportionate internal workload
  • Stronger audit readiness
    Demonstrate robust controls quickly and confidently
  • Faster commercial execution
    Approve and transact with brokers more efficiently
  • Improved resource allocation
    Teams spend more time on growth-focused activity
  • Future-ready operations
    Expand into statements, adverse media, and deeper oversight tools
  • Better internal confidence
    Clear visibility supports faster, more informed decisions

"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."

Andy Francis

Managing Director, Generis Underwriting

Ready to Grow Without Growing Compliance Admin?

See how REG helps insurers streamline oversight, onboard brokers faster, and create more time for commercial growth.

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