Add modules as you grow.

Say goodbye to manual data entry and step into the AI-powered future. Our submission ingestion tool extracts and transforms unstructured data from emails, PDFs, and spreadsheets, loading them directly into MGA Connect. Accelerate your ability to win more opportunities, and boost underwriting profitability by increasing your ability to handle more submissions.

Empower your brokers with a branded, self-service portal for managing submissions; quotes; policies; payments; endorsements and renewals. Combine with Smart APIs and Automated Underwriting to deliver a fully digital quoting experience. Our broker portal allows your MGA to scale by reducing the admin of servicing brokers.

Policy forms don’t have to be a roadblock when launching new products. Our intuitive document-builder combined with our extensive expertise with ISO forms and complex policy endorsements, accelerates your speed to market . Effortlessly merge data directly from MGA Connect into your policy documents and instantly distribute them to brokers.

Ready to upgrade to an advanced rater? MGA Connect harnesses the power of Salesforce’s robust business rules engine, empowering you to build sophisticated raters for even your most complex insurance products. With our intuitive low-code tools, creating accurate, customized raters has never been simpler.

Focus your team on the most complex quotes, and let the algorithm take care of the rest. You can create unique rules to automatically accept, decline, or refer new submissions for underwriter consideration. Grow confidently, knowing your underwriting remains accurate, consistent, and efficient—no matter your volume.

Simplify your invoicing and payments process with our integrated billing solution, or connect via API to your own billing provider. MGA Connect can handle both direct and agency billing; whichever option you choose, you’ll easily generate invoices, manage payment schedules and streamline collections.

Whether you handle claims in-house or via a third-party, capture claim data with FNOL tools, track reserves, and build out loss runs, all in the same place. Integrate data from external claims systems to monitor performance of your book of business.

We know premium accounting can be a headache for MGAs. Use our MGA-specific ledger to track your financials, including accounts payables and receivables, and take the pain out of state filings and taxes. MGA Connect streamlines your accounting so that everyone in the value chain, from brokers to carriers, stays in the loop. Get rid of manual reconciliation and ditch the spreadsheets.