Legacy Accounting Services | Pro-Global

Legacy Services

Ensure a seamless legacy accounting service experience

Expertise in Legacy Services

Legacy books of business demand efficient and compliant management, yet allocating resources can be challenging amidst growing live business. 

Pro offers rich experience in managing legacy books, optimising processes for efficient run-off and offering closure for our broker clients.

Legacy Solutions

Outsource

Transferring the continuing administration of legacy and run-off accounts to a recognised market specialist is an approach that can allow in-house teams to focus on live business, protect market reputation, enhance value and offer accelerated finality to the broker while protecting the rights of policyholders.

With our specialised focus, we excel in managing legacy books efficiently and compliantly, optimising processes for ultimate financial closure. Leveraging technical accounting expertise, our dedicated team tailors services to the unique demands of each legacy book, ensuring monitored progress and compliant financial reporting.

Pro provides expert legacy claims handling, where we efficiently address outstanding issues and facilitate timely settlements. We also understand the challenges of legacy systems, including unsupported platforms and tools incompatible with modern operations. Over time, loss of account knowledge, particularly after acquisitions, can hinder effective resolution. Our services are designed to navigate these difficulties and provide cost-effective, compliant support.

Proactively tackling unallocated cash, funding recovery and uncollected brokerage, we optimise financial outcomes for legacy books, maximising returns. With our focused run-off services, we facilitate the smooth discontinuation of lines of business, minimising risk and maximising operational efficiency.

Legacy Book Transfer

Pro can provide a complete legacy book transfer which provides finality and certainty to the original Broker of Record. Transfer Agreements provide for existing service standards to be maintained following the transfer.                                                       

Broker of Record transfers typically take place in two stages: An interim period where we support administration in the broker’s name, followed by a formal Broker of Record Transfer. This structured approach allows for knowledge transfer, compliance with TOBAs and seamless continuity for clients. 

There is no change to existing Terms of Business for Clients in so far as they apply to the administration and payment of claims. This means there is no detrimental effect on the standard of service received and no additional cost implications for Clients.

Key Features of Our Legacy Services

Partner with Pro for unparalleled expertise and dedication to legacy book management.
Whether integrating with your in-house team, delivering an outsourced solution or undertaking a Broker of Record Transfer we provide tailored, strategic support that can deliver finality.  

Efficient Legacy Book Management

We manage legacy books efficiently and compliantly, having de-scaled over $3bn in liabilities across diverse business classes.

Technical Accounting Expertise

We ensure accurate and compliant reporting, with audit ready records and clear reconciliations that maintain client trust.

Legacy Claims Handling

We resolve outstanding issues and ensure timely settlements, acting as an extension of your team.

Focused Run-off Services

We help discontinue lines of business smoothly, minimising risk and maximising efficiency, through strategic support or full broker transfer, where we assume ongoing account administration.

Broker of Record Transfer

Pro can provide finality to broker Clients through a Broker of Record transfer.

Benefits of Our Legacy Accounting Services

Introducing the benefits of end-to-end legacy accounting services: Unlocking efficiency, integrity, and compliance.

Efficient run-off and financial closure

Enhancing operational efficiency

Experience streamlined operations

Navigate complex legacy scenarios with confidence

Streamlined operations

"Efficiently manage legacy books of business with Pro – your trusted partner for smooth transitions and financial integrity."

Dani Rosser - Head of Broker Services

Case Study

Pro Global: Trusted Partner and Seamless Extension for Brokers

Pro Global has established strong relationships with key stakeholders in a major broking client’s divisions, positioning themselves as a natural extension of the broker’s team. Their services have expanded to include processing Proportional Treaty business and third-party binders, previously handled in-house. Additionally, they handle diverse classes of business, from routine items to complex Energy and Aviation placements, and have recently taken on new brokers within the client’s group, adapting to fresh challenges and growth opportunities.

Download case study

Contact our Broker team:

+44 (0)207 068 8000
getintouch@pro-global.com

Meet the team

Dani Rosser

Head of Broker Services

UK

Profile

David Payne

Client Manager

UK

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Richard Emmett

Head of Insurance Services

UK

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