Now live: P&C insurance accounting for MGAs and wholesalers, plus AAIS commercial lines platforms.

Managing Agents - Clean Reporting, Fewer Exceptions

Receive cleaner bordereaux, keep premium processing on track and maintain MI for capacity and compliance.

How We Help

  • Bordereaux templates, QC rules and timetable ownership
  • Data remediation with coverholders; exception dashboards
  • Premium processing controls and reconciliations
  • Carrier/capacity MI and audit ready evidence packs