Business Document Templates

Click here to find common business document templates that have been agreed and approved by our subject matter experts.

ROI Terms of Business Agreement (ToBA)

Terms of Business Agreement (ToBA) – Risk Transfer Agreement.

This agreement may govern the conduct of insurance business between a Broker and an MGA.  Under a risk transfer agreement, the Broker will hold such monies as agent of the Insurer until properly paid to the relevant party. 


Terms of Business Agreement (ToBA) – Non-Risk Transfer Agreement.

This agreement may govern the conduct of insurance business between a Broker and an MGA.  Under a non-risk transfer agreement, the Broker will hold such monies as agent and trustee of the Policyholder until properly paid to the relevant party.


LMA9197 – Product Value – Information Exchange Template


LMA9198 – Product Value – Information Exchange 

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