Case Study: How an MGA Improved Efficiency and Scaled with an Agency Management System

For Managing General Agents (MGAs), growth can be both a goal and a challenge. More submissions, more agents, and more carrier relationships often bring more complexity. Without the right tools, scaling can stall operations instead of accelerating them.

This case study shows how one MGA leveraged Expert Insured to modernize operations, reduce manual processes, and achieve scalable growth across multiple lines of business.

The MGA Profile

an MGA is a regional firm specializing in commercial P&C lines: General Liability, Property, Workers’ Compensation, and Commercial Auto. They partner with 9 carriers and work with 5,000+ appointed retail agents. Prior to adopting Expert Insured, the team relied on a mix of spreadsheets, emails, and a dated AMS that lacked carrier integrations.

Challenges:

• Slow underwriting turnaround times (2-3 days per submission)
• Manual commission calculations
• Disconnected carrier reporting and bordereaux management
• Difficult agent onboarding
• High support volume from agents seeking policy status

The Solution: Expert Insured AMS

an MGA implemented Expert Insured in phases:

• Data migration and user training
• API integrations with 6 carrier partners
• Launch of agent portal and automated submission workflows

Key Features Used:

• Real-time quote tracking
• Commission reconciliation engine
• Automated bordereaux generation
• Renewal pipeline automation
• Agent-facing portal with document upload and policy tracking

Results After 6 Months

The transformation was measurable and fast:

• Underwriting turnaround time dropped to under 6 hours
• Policy issuance cycle time improved by 55%
• Agent onboarding time decreased from 7 days to 1 day
• Bordereaux reports were automated, saving 15 hours per month
• Support tickets from agents reduced by 48%

The MGA added two new LOBs and scaled its written premium by 35% year-over-year-all without hiring additional operations staff.

Testimonial

“Expert Insured gave us the structure and automation we needed to support growth. We’re faster, leaner, and more transparent with our agents and carrier partners.”
– COO, the MGA

Conclusion

Scaling an MGA doesn’t have to mean more complexity or headcount. With Expert Insured, you can simplify operations, centralize data, and empower agents-all while accelerating your growth.

Learn how Expert Insured can help your MGA scale efficiently with automation, integrations, and real-time insights.

FAQs

Is Expert Insured only for large MGAs?
No. It’s built to support MGAs of all sizes with scalable architecture.

How does onboarding and migration work?
Our onboarding team handles migration, configuration, and training in under 6 weeks.

Does Expert Insured include carrier integrations?
Yes. The system supports RESTful APIs for quoting, policy issuance, and bordereaux sync.

Can I track agent performance in the AMS?
Absolutely. Real-time dashboards show submission volume, bind ratio, and commission trends.

Want to scale your MGA without scaling complexity?

See how Expert Insured supports operational efficiency and growth without adding overhead.

Request a demo or contact us at sales@selectsys.com