With the mutual NDA signed, we're ready to start building. Matterhorn will sit behind CrossCurrent as the invisible MGA / MGU and co-broker partner — building product, capacity, and technology around your angler-vertical relationships. Below is the playbook, the tools, the IC plan, the event-circuit move, and the AnchorPoint tie-in.
Next step: a 30-minute working session to walk this page together, align on the first rollout sprint, and decide how we shape the broker agreement around it.
01 · Invisible MGA / MGU
Matterhorn sits behind your brand as the MGA/MGU. Carriers, capacity, and product design happen on our side — every quote, certificate, and bind document carries CrossCurrent in front of the client.
02 · Co-Broker Channel
When an angler-vertical lead lands with Matterhorn directly, we don't take it solo. We loop CrossCurrent in as the co-broker on record — split, attribution, and renewal commitment defined up front.
03 · US + Canada Portfolio
Guides, outfitters, instructors, lodges, tournament circuits, manufacturers, retailers, ambassadors, and the angler ICs themselves — placed through one program architecture that travels US ↔ Canada.
Four operating tenets that govern how Matterhorn and CrossCurrent show up in the market together. Written down, agreed, defended in renewal cycles.
CrossCurrent stays in front of the angler. Matterhorn quietly drives product design, carrier sourcing, and the back-office that turns a submission into a bound policy.
Matterhorn provides the Proposal Generator, Application Generator, and gap-analysis engine. CrossCurrent uses them under your brand or ours — your call, no licensing fee.
We bring the carrier conversations: existing Sports & Rec, Outdoor, Occ Acc, and Liability markets that already trust Matterhorn paper. You don't have to chase appetite.
Commission splits, BOR protections, and renewal ownership defined in writing on day one — so the partnership is durable, not transactional.
Click into the live demos. Break them, query them, point them at a real angler-segment client and see what they spit out. No login wall — the demos are scoped to your team.
Scrape carrier quote PDFs, extract terms, generate a polished client-facing proposal — branded to CrossCurrent — in under 90 seconds.
Schematic — not live data. Connect your sandbox account to see real responses in the live demo.
Live view of the pipeline, the tools, and the IC roster — the data the partnership runs on. Numbers below are demo-scaled to a 30-day pilot.
Demo numbers. Real dashboard wires to the Proposal Generator, Application Generator, and Occ Acc engine in one view.
Guides, outfitters, instructors, and tournament staff are the connective tissue of the angler economy — and the most-uncovered segment. Matterhorn is structuring a purpose-built Occ Acc + GL program around the IC, tracked daily by the dashboard.
Fly + spin, fresh + saltwater, US + Canada. Day-trip and multi-day. The bulk of the IC population.
Operators running guide teams under one brand. Need GL + Occ Acc on the entity AND on the IC roster.
Casting schools, fly-tying clinics, kid-and-family programs. Often missing participant legal liability.
Directors, weigh-in officials, boat captains, dock crew — short-burst but high-frequency exposure.
These are the questions we plan to put in front of carriers when we market Occ Acc to the Matterhorn carrier panel. Let's pressure-test them together — your angler expertise will sharpen the question bank before any submission goes out.
Most outfitters need a shuttle-rider election bolted on to their Occ Acc + GL. Book a 15-minute call and we'll walk through wording, election thresholds, carrier appetite, and the operational checklist together.
Matterhorn is sitting on a near-term pipeline of association-driven events and tournament classes. We need a co-broker who knows the angler community. Here is the four-phase placement plan.
Phase 01 · Triage
We pull the active event-circuit pipeline (associations, regional series, weekend tournaments). Rank by closing window, premium, ease of placement, renewal stickiness.
Phase 02 · Carrier Packets
Matterhorn produces a one-pager + ACORD packet per event class. CrossCurrent fronts as the broker on the submission email. We turn it around inside 5 business days.
Phase 03 · Bind & Onboard
Issue COIs, additional-insured endorsements, and the event-day operational packet (waivers, ECG protocol, weather call-off authority).
Phase 04 · Renewal Lock
Loop these tournament directors into the AnchorPoint network and the Occ Acc IC engine — so next season they renew with CrossCurrent + Matterhorn first.
Working assumption: CrossCurrent fronts the broker relationship with the association / tournament director. Matterhorn handles carrier placement, COIs, additional-insured endorsements, and event-day operational packets.
AnchorPoint is Matterhorn's ambassador-driven marketing engine for outdoor and angler verticals. The proposal: every ambassador touchpoint funnels to a CrossCurrent-branded quote form, with attribution and producer credit baked in.
AnchorPoint is Matterhorn's ambassador-led marketing arm. Pro guides, captains, and influencers in the angler community route their networks toward the program.
Every ambassador touchpoint funnels to a CrossCurrent-branded quote form. The ambassador gets attribution; CrossCurrent gets the producer credit; the angler gets a real number, fast.
Ambassadors keep their networks engaged year-round with safety content, gear features, and IC certification reminders — keeping renewal conversations warm before the renewal email is sent.
Do you want AnchorPoint ambassador leads tied directly into your quote-bind system, or do you prefer routing through the Matterhorn Application Generator first for triage? Either path works — let's decide together.
With confidentiality squared away, the next step is a focused working session to align on how we partner — which slice we attack first, who owns what, and how the broker agreement gets shaped around the rollout. Bring questions. We’ll bring the live tools, the carrier conversations to date, and a draft sprint plan.
A template version of the broker agreement is here for early review — splits, BOR protections, renewal commitments, and the AnchorPoint attribution structure. We’ll redline it together after the working session so the final document reflects the rollout we actually agreed on. This is a partnership document, not a take-it-or-leave-it form.
Book a 30-minute working session. We'll walk through the live tools, the IC Occ Acc playbook, the event circuit pipeline, and the AnchorPoint tie-in — and leave with an agreed-on first sprint and a shape for the broker agreement.
Matterhorn Specialty Insurance · support@matterhornprotects.com · built for CrossCurrent Insurance Brokers.