Please include all of these as applicable to your business.

The criteria includes:
— Policy issuance
— Referrals
— Quote activity
— MTA management
— Claims FNOL

Please sum all of these back office costs as applicable to your insurance brokerage:

— Bordereau management
— Insurer statements
— Client money management
— Weekly performance stats
— Delegated authority management
— Compliance management (internal)
— Peer reviews (internal)
— Financial audits (internal)
— Insurer UW audits

Please sum all of these back office costs as applicable to your insurance business:

— Bordereau management
— Broker statements
— Client money management
— Weekly performance stats
— Delegated authority management
— Broker audits

Please sum all of these as applicable to your business.

Central functions:
— Compliance management (internal)
— UW audits (internal)
— Financial audits (internal)
— Broker audits