| Getting Started |
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Project Information - Claims - Getting Started Step 1 Lloyd’s Managing Agents Sign the CLASS Contract with Xchanging. This confirms the terms and conditions for using CLASS@Lloyd’s. The contract should be discussed with your Xchanging Customer Relationship Manager. IUA Companies and Brokers Sign the Repository Contract with Xchanging. This details the terms and conditions for lodging documents on the Insurers’ Market Repository (IMR). Contact Geoff Kennard of Xchanging (0207 780 5264 or at This e-mail address is being protected from spambots. You need JavaScript enabled to view it ) for details. Step 2 Agree the Repository Rules. These govern the rules by which parties agree to transact claims electronically with each other, without a parallel paper file. Any party who has agreed the Repository Rules may process electronic claims with any other party who has agreed the rules (subject to Step 4 below). This means that each organisation only has to agree the Repository Rules once and avoids having to sign individual contracts with every other organisation with whom you wish to process electronic claims. The Repository Rules cannot be amended to suit individual organisations; every party must agree the same version. In order to indicate agreement to the Repository Rules, organisations must sign the letter from Xchanging that was sent to them by the LMA, IUA or the LMBC. Further copies of this letter can be obtained by from: Lloyd’s Managing Agents : Tim Willcock, LMA (
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or 0207 327 8373) Lindsay Healey Esq.
To view a list of those parties that have already signed the Repository Rules, Click here. Step 3 Read and understand the Systems Processes and Procedures (SP&P) document. This document is not a system user guide, nor a claims adjusting guide. It actually details the way in which claims of certain types must be processed via ECF. The SP&P document is referenced in the Repository Rules and will almost certainly have an impact on each organisation’s internal systems; it is therefore essential that every organisation wishing to use ECF is familiar with this document. The latest versions of the document are available here: For the Lloyd's SP&P, please click here. For the IUA SP&P, please click here. Step 4 Determine which claims you will process via ECF and with whom. The Systems Processes and Procedures document (see Step 3) provides more detail regarding which claims can and cannot be processed, i.e. what is “in scope”. In addition, the documents below provide details regarding Broker and Carrier ECF Status. To view Broker and Carrier ECF status click here
Step 5 Set up your ECF connections. This will require you to: Appoint an “ECF Administrator” for your organisation to act as an Administrator and be a first point of call to resolve ECF issues. If you will be using ECF interactively (i.e. as opposed to DRI), please contact Xchanging Services Desk for logons for CLASS and the IMR on 0870 3800 830. IUA Companies and Brokers will need to purchase one licence per user. This will be discussed with you as part of Step 1 above. Lloyd’s Managing Agents ECF generates two different reports (in .csv format) on a daily basis that Managing Agents require to maintain full access to their claims. The Lloyd’s SP&P document provides further details. Registration for these should be requested through Xchanging Services Desk on 0870 3800 830. Step 6 Arrange your training: Xchanging provide user/system training. This training concentrates specifically on how to use and navigate the ECF system. Please note it does NOT train users how to process particular claims. The training is available at a cost to be negotiated with Xchanging. Contact Alex Fanti (01303 854765 or at This e-mail address is being protected from spambots. You need JavaScript enabled to view it ), or Michelle Beckingham (07920230880 or at This e-mail address is being protected from spambots. You need JavaScript enabled to view it ) for further information. Training courses for ECF business processes and procedures can also be arranged by Xchanging for both managing agents and brokers. Please contact Alessandra Walker (020 7780 5329 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it ) for further information. The CII provide “business process” training (highly recommended). This training will provide an overview of ECF and the process and systems so that delegates understand what ECF is and how it works. The scope of ECF, together with the general rules which apply will be discussed. Contact Rod Davis on 020 7283 3117 for further information or 020 8989 8464 to make a booking. If you require any help with the above, please contact:
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or see the ECF contacts page
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