Multi-brand brokerage intake templates (Ontario)

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

One template or one per MGA?

One per LOB at minimum; add MGA-specific lines only where carriers truly differ — avoid a dozen near-duplicate templates.

How do brands differ on the file?

Keep brand/MGA as client metadata in CRM/BMS; the checklist covers documents, not letterhead marketing.

Shared household docs?

Reuse approved household lines across auto and home files per SOP — see the multi-policy household article.

White-label portal?

Document collection can stay brand-agnostic; disclosure PDFs and Commission Disclosure materials still follow each brand’s RIBO records.

Does Hivi-X integrate MGAs?

No. Export PDF packages to your BMS per brand workflow.

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