MGAs don't have an AI problem. They have a submission pile that grows faster than the underwriting desk. Here is where we start.
Every MGA has the same first leak: underwriters reading submissions that were never going to bind. So that's where we start. Not with a platform, not with a roadmap. With the system that pays for the rest.
The triage. Every inbound submission read, structured, and scored against your appetite before an underwriter ever sees it. Writeable business reaches the desk with the file assembled. Out-of-appetite business gets declined the same day, politely, broker relationship intact. The math is simple: if your desk clears even two more submissions per underwriter per day, the program's capacity grows without a single hire.
The queue. Once triage runs, we rank what's left by expected premium, so the best risks are always looked at first. Not whichever broker shouted loudest. Premium per underwriter hour is the number that moves, and it moves fast when the desk stops reading garbage.
Once those two run, the rest of this page is paid for and the only question is what's next.
Your job not on the list? Good. The list is where we usually start, not where we stop. Tell us the job in three sentences and we'll come back with a straight answer: buildable or not.
You already know the pitch: one platform, annual license, an implementation quarter, your desk migrates onto it. Here is the honest difference.
| The workbench | What we build | |
|---|---|---|
| Where it lives | Their cloud, your desk moves | Your systems, your desk stays |
| What it costs | Annual license per seat, implementation on top | Monthly retainer, no build fee, no seats |
| What fits | Their appetite model, tuned for everyone | Your appetite, your guidelines, your paper |
| Who it needs | A migration quarter and a champion | Six weeks, no new logins |
| How it ends | The license renews | The numbers stop justifying it, you cancel |
The same three constraints, at nearly every desk we sit down at. None of it takes a crystal ball. It takes a system pointed at it.
Across the market, more than half of inbound submissions are out of appetite or incomplete. Underwriters read them anyway. That is the desk's day, gone.
Submissions that sit longer than a few days lose the account to whoever quoted first. Speed is the only loyalty program a broker has.
Rank the same queue by expected premium and the desk clears its best risks first. Same people, same paper, twice the premium per hour.
Your data doesn't leave your walls. No new logins for your team to learn.
Integrations include but aren’t limited to: Salesforce · Power BI · Excel · Outlook · Thomson Reuters
Monthly retainer, monthly report with numbers. If the numbers stop justifying it, you should cancel. We'll say so first.
What the retainer covers: triage and the ranked queue first, then the rest of the menu as the desk absorbs them. One cleared extra submission per underwriter per day is a percentage point of premium. The retainer prices in well under that.