MGA Management

This component manages and co-ordinates the onboarding of MGAs, ensuring all required checks are completed. It provides routing tools to request checks are carried out by a separate team, as well as storage of all associated documents.

MGA Manager also offers oversight of bordereau receipt and submission recording, in addition to highlighting overdue bordereau.

Additional features include:

• Detailed real-time analysis of MGA and Coverholder performance across all LOBs
• Company sanctions check autoruns each time there is new activity on the coverholder
• Conversational workflow which doesn’t delay the onboarding process
• Referral ability within the onboarding process
• PDF analysis to pull key data and tables from PDF scanned documents e.g., contracts
• Kanban-type dashboards to allow for easy workflow management
• Configurable due diligence and financial questionnaires for onboarding and reviews
• Advanced AI to validate every piece of Coverholder business and run detailed analysis on variances