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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Vertafore's MGA Systems serves as a dedicated policy administration platform tailored for Managing General Agents (MGAs) and program administrators, allowing for the quick launch of new products and business lines. It combines policy administration, accounting, and claims management into a cohesive system, enhanced by event-driven workflows that optimize operational efficiency. This solution employs an agile development methodology, enabling rapid implementation of tailored customizations and features open APIs for seamless connections with other systems. Addressing the specific requirements of ultra-specialized risk management, diverse distribution models, and third-party integrations, MGA Systems also excels in delivering complex and customized reporting functionalities. By enhancing the workflow through MGA processes and integration with rating tools such as NetRate, users can efficiently perform tasks like rating, quoting, binding, invoicing, and policy issuance. Ultimately, this system not only improves operational efficiency but also empowers MGAs to respond swiftly to market demands while maintaining high levels of service.

Description

Clients love Partner Platform's Agency Management System (Partner XE), which is praised for its simplicity, breadth, and affordability. Partner Platform was built for agencies that care about community values and are tired of complex management systems. You'll find Partner Platform has a team that is reliable and shares your values as a partner. You can easily manage the entire life cycle of your agency's client relationships, from pre-sales through servicing to renewal, in a unified system with sales and marketing, client policy, financial management, agency-branded app, integrated text messaging and data analytics, web solutions and integrations to third-party tools or industry partners.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Applied Rater
Formstack
Microsoft Outlook
Microsoft Word
NetRate Commercial Lines Rating
PL Rating
RMail

Integrations

Applied Rater
Formstack
Microsoft Outlook
Microsoft Word
NetRate Commercial Lines Rating
PL Rating
RMail

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Vertafore

Founded

1969

Country

United States

Website

www.vertafore.com/products/policy-administration-system/mga-systems

Vendor Details

Company Name

Strategic Insurance Software, LLC

Founded

1995

Country

Columbus, OH

Website

www.sisware.com

Product Features

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

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