For MGA ops leaders running 1 to 6 programs
Ship a carrier-ready bordereau on the 5th, not the 15th.Without rebuilding your team.
Pinecrest Underwriters (Tampa, 3 programs, $42M GWP) closed their first month-end on BrokerageAudit in 2 days. Their carrier principals signed off on the bordereau format on the first pass. Two weeks from kickoff to live.
No card required. 14 day pilot scoped on one program. You keep the bordereaux schema mapping either way. Composite MGA profile.
13 days
Pinecrest Underwriters (Tampa, 3 programs) kickoff to first carrier-signed bordereau
62%
Of submissions auto-declined out of appetite at intake at Driftwood Programs (Charleston)
Day 5
Median monthly bordereau ship date, down from day 15 across 6 MGA partners
The problem
What is the cost of the spreadsheet stack to your treaty?
Carrier principals have started reviewing bordereau quality as a treaty renewal criterion. Driftwood Programs lost 18% of treaty capacity in 2024 over data quality alone.
The fix is not a bigger ops team. It is one record from submission to bordereau. Read the COI verification guide and the carrier appetite entry to see how it ties together.
Incomplete submissions
Retail agents send risks with missing schedules, unclear TIVs and no loss runs. Your underwriters become data collectors.
Carrier data demands
Principals want cleaner bordereaux, faster. Regulators want audit trails. Your ops team ships Excel at midnight on the 15th.
Program drift
Appetite rules live in PDFs. Compliance varies by underwriter. New programs take months to roll out across the agent network.
Fragmented reporting
Production, loss ratio, producer performance and bordereaux live in four different systems. Nothing reconciles to the carrier view.
What you get
One record from submission to bordereau.
Every submission, bind, endorsement and claim ties back to the same program and producer record. The view you send your carrier and the view your ops team works in are the same view.
Appetite-gated intake
Submissions match carrier appetite at the first click. Out-of-appetite risks are declined or re-routed before an underwriter ever sees them.
Learn moreBordereaux & reporting
Carrier-ready bordereaux generated from the same data your ops team uses. Premium, claims and exposure reconciled automatically.
Learn moreMulti-program CRM
Producers, sub-producers, retail agents and programs modeled natively. One record per relationship, not one per system.
Learn moreCarrier ops cockpit
Loss ratios, hit rates and production by program in real time. Share a read-only view with your carrier principals instead of emailing a deck.
Learn moreHow we deliver
Two weeks to a carrier-ready program.
We take on the migration and operate the back office alongside your team. When you're ready, you drive the platform. Until then, we do.
We migrate your programs and agent network
Our team stands up your programs, appetite rules, agent hierarchy and historical production. You keep binding business.
We plug you into carrier data pipes
We configure bordereaux outputs, carrier reporting schemas and claims feeds. Your principals see one consistent view.
Your programs scale with software, not staff
New programs launch in days, not quarters. Your ops team focuses on exceptions and carrier relationships, not data entry.
Integrations
Ships to the carrier. Writes back to the retail AMS.
Bordereaux are generated in whatever schema your carrier demands, premium, claims, exposure, cession, from the same record your ops team books in. On the distribution side we sync with the AMSs your retail agents actually run: Applied Epic, AMS360, HawkSoft, EZLynx and NowCerts are live today; additional carrier schemas and AMSs are scoped into the 2-week program stand-up based on your agent network.
Honest note: every program is different. We'll tell you on the working call which feeds are live, which are a config job, and which we build.
See your program stand-up plan in 45 minutes.
We walk one program live, map your bordereau schema, and hand you the 2 week stand-up plan before the call ends. Carrier-signoff ready on day 13.
No card required. Read the policy checking checklist, loss run glossary, or binder glossary for context.