Acrisure AR Onboarding

Stages

Prospect Registration

AR Prospect Registration

Automated Intelligence

Comprehensive Due Diligence

Risk Scoring & Business Case

Risk Assessment

Risk Gate Review

Engagement & Fact-Find

AR Pre-Meeting Questionnaire

BDM Meeting & Assessment

Initial Review & Pricing

Commercial Terms & Pricing

NBM Pricing Review

Departmental Review — Round 1

Pricing Confirmation

Application & Compliance

Director Application & FCA Forms

Completeness & Consistency Review

Departmental Review — Round 2

Final Review & Approval

Final Pricing & Contract Terms

Committee Ratification

ExCo Ratification

Contract

Contract Generation & Issuance

AR Contract Signing

FCA & Business Readiness

FCA Application & Business Readiness

FCA Form Confirmation

Go-Live

FCA Confirmation & Go-Live

This stage is handled automatically by the system. No video walkthrough is required.

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