Provantis for UMAs

UMA Oversight · by conversation

Govern the arrangement.
Evidence it per insurer.

A binder-governance workspace for delegated authority, relationship-specific evidence and dated review history. A relationship-shaped workspace where the contract, function and insurer requirement make them relevant — not a larger practice plan.

Arrangement by arrangement

Authority is written. Evidence follows it.

01

Binder lifecycle and renewal records

A scoped operating-file record for the relevant arrangement and reviewer.

02

Bordereaux schedules, submissions and reviews

A scoped operating-file record for the relevant arrangement and reviewer.

03

Outsourced-function contracts and review history

A scoped operating-file record for the relevant arrangement and reviewer.

04

Relationship-specific evidence outputs

A scoped operating-file record for the relevant arrangement and reviewer.

Keep applicability visible

Relevant evidence, not blanket duty.

Not a legal decision

Provantis does not determine the agreement’s legal effect, direct scope or insurer acceptance.

Consent-bound sharing

Share or revoke selected records and respond to scoped evidence requests.

Relationship-led

Scoped by binder relationships and operating structure.

Scoped by binder relationships and operating structure

Set the binder governance boundary before the work begins.

Discuss UMA Oversight