Insurance Broker Services

Scalable support for brokers across technical and operational delivery

Overview

Pro Global supports brokers across Latin America with operational solutions that improve efficiency, accuracy and delivery. From premium processing to binder management, our services allow brokers to stay compliant, responsive and focused on client relationships.

 

We understand the challenges of managing complex workloads, meeting SLAs and staying on top of regulatory demands. Our team works in partnership with brokers to resolve bottlenecks, reduce risk and strengthen operational governance — all while acting as a trusted extension of your team.

What We Offer

We deliver tailored operational support to brokers across a broad spectrum of technical activities, including invoicing, reconciliation, bordereaux processing and facility administration. By embedding our specialists into your workflows, we provide scalable solutions that keep your operations running smoothly and ensure your reporting remains accurate and timely.

 

Our expertise is particularly valuable when launching or managing broker-led facilities, where managing volume and meeting compliance obligations are key. With a focus on accuracy, turnaround time and contractual alignment, we help you keep clients and insurers confident in your capabilities.

Key Service Features Include

Premium processing and reconciliation

Manage billing, endorsements, invoicing and reconciliation with speed and accuracy.

Bordereaux cleansing and management

Prepare, analyse and report bordereaux to meet regulatory and contractual standards.

Contract certainty and slip preparation

Ensure policy documentation is aligned, clear and compliant with market expectations.

Broker facility support

Set up and manage broker-led facilities with technical and administrative expertise.

Benefits

We help brokers streamline operations, improve reporting and build stronger market relationships.

Reduce admin burden: Free up internal teams by outsourcing technical and manual processes.

Improve speed and accuracy Faster turnaround times and fewer errors across key processing tasks.

Meet compliance requirements Consistent, auditable delivery that meets delegated authority and market standards.

Support client service excellence Maintain responsiveness and reliability, even during peak periods.

“With Pro, we’ve improved accuracy, cleared legacy issues and created more time to focus on our clients — they’re a real partner in our success.”

Case Studies

Find out more about how our digital experts have helped our global clients across multiple areas of audit services. Each case study goes into detail of how our subject matter experts have helped clients with identifying the route cause of their problems and finding solutions.

Contact

Do you need to focus on your business and improve your customer experience? Contact us to learn more about what we can offer.

Get in touch now and find out how we can work together.

María Florencia Villalva

Insurance Services Manager

 

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