What Is an MGA Operations Platform?

Managing General Agents (MGAs) need more than a retail AMS. They need a platform purpose-built for delegated authority – one that centralizes submissions, policy servicing, accounting, and reporting. This is what we mean by an “MGA Operations Platform.”

Definition of an MGA Operations Platform

An MGA Operations Platform is software designed to:

• Handle submissions to issuance.
• Automate endorsements, renewals, and cancellations.
• Manage accounting and premium reconciliation.
• Generate bordereaux and compliance reports.

Why MGAs Need More Than a Retail AMS

• Retail AMS systems are designed for agencies, not MGAs.
• They don’t support bordereaux, delegated authority workflows, or carrier reporting.
• MGAs need compliance-ready workflows with audit logs.

Benefits of an MGA Operations Platform

• Operational efficiency: centralize all workflows in one system.
• Compliance: audit logs and bordereaux generation.
• Multi-carrier support: manage multiple programs with ease.
• Scalability: onboard new lines without breaking processes.

Expert Insured as an MGA Operations Platform

• Built for delegated authority.
• Supports multi-carrier programs.
• Provides audit-ready reporting.
• Integrates underwriting, policy lifecycle, and bordereaux.

Use Case Example

A mid-sized MGA replaced a retail AMS with Expert Insured and reduced endorsement turnaround times by 60%, while generating bordereaux in hours instead of days.

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Streamline your MGA operations with our MGA Operations Platform, centralizing submissions, policy administration, endorsements, and renewals in one system.

Tired of manual bordereaux reports? Our bordereaux & premium processing solution generates audit-ready reports directly from live policy data, automates reconciliations, and removes spreadsheet headaches.

Need seamless policy workflows? Our policy lifecycle management automates issuance, endorsements, renewals, and compliance so MGAs and carriers can work faster and smarter.

Frequently Asked Questions

What is an MGA Operations Platform?
It’s a policy and operations management system built specifically for MGAs, supporting delegated authority, multi-carrier programs, and compliance.

How is it different from a retail AMS?
A retail AMS focuses on agency workflows. An MGA platform supports bordereaux, compliance, and carrier reporting.

Does Expert Insured work as an MGA platform?
Yes. Expert Insured is designed for MGAs, wholesalers, and carriers with delegated authority.