MGA Insurance Software:
A cloud-based, highly customizable automation software engineered to make underwriters more efficient and reduce admin time for MGAs.
Reduce Administrative Overhead by Automating the Insurance Policy Lifecycle
Your All-in-One MGA Software Solution for Rating, Quoting, and Policy Management
Application
Customizable web-based applications embedded on your website automatically feed customer data into the software.
Quote
Quotes are automatically generated based on your rating criteria. Underwriters have complete control to customize the quotes prior to sending them to the customer.
Bind Request
Each customer receives a custom landing page with their quote as a PDF for easy review and online binding.
Policy
Once the bind request is received, the policy is automatically stitched together with all necessary state and country-wide coverages and disclosures.
More Features
Auto-Renewals
The renewal lifecycle is completely automated, sending proactive quotes to both underwriters and the insured to ensure no lapse in coverage.
Reporting
With executive dashboards and a robust database, reporting for all functions is easy and thorough.
Declinations
If you don’t wish to provide coverage, applications or policies can be easily declined with clear reason tracking and reporting to the carrier.
Users & Roles
Different user roles allow your entire organization to access necessary information without security risks.
Multiple Lines
Manage and switch between multiple lines of business all from one dashboard.
The rating software has taken our program from a local startup to a nationwide business! The lead developer’s expertise and abundance of knowledge created a quicker and more direct process for our employees. The website and user interface improvements have simplified the process and improved the customer experience of working with our MGA.”
Core Capabilities of MGA Management Software
Integrations Go Beyond APIs
Functional and Established Connections
Getting Started
Seamless Implementation
|
Excel / Word |
|---|---|
| Web-based Applications—for agents or insureds | Manual application only |
| Application, Quote, and Policy Management | Manage documents in folders |
| Rating Engine—real-time rates with debits & credits | Cumbersome in Excel |
| Document Management and Upload | Not included |
| Advanced Reporting—and data export | Not included |
| Carrier Bordereaux—monthly reporting to the carrier | Not included |
| Multiple Lines of Business | Requires separate Excel formulas & factors |
| Direct Bill and Premium Finance—using payment processor of choice | Not possible |
| E-signature | Not included |
| Countrywide and State-specific Forms—including exclusions & disclosures | Requires separate Word doc per form |
| Personalized Prospect Landing Page—securely delivers quotes and policies | Not possible |
| Multiple Users—customizable roles and permissions | Not possible |
PolicyMountFrequently asked questions
The MGA Insurance Software For
End-to-End Policy Management
PolicyMount is built for maximum flexibility. It supports various line types across both admitted and non-admitted business, making it ideal for specialized risk evaluators who need to handle diverse portfolios within a single platform.
PolicyMount facilitates a multi-step digital application that gathers detailed business information directly from the prospect or partner agent. Legitimate applications are then ported directly to your underwriters, eliminating the need for manual data entry from paper or PDF forms.
Yes. While PolicyMount automates premium calculations, it is designed to empower certified underwriters. Your team can evaluate the risk and apply specific debits or credits based on their expertise before the final quote is produced.
We’ve built in a crucial “Accuracy Control” step. After a bind request is submitted, your team has a final opportunity to review and correct any data errors before the policy is officially issued. This allows you to provide quick initial quotes without sacrificing the integrity of the final policy data.
Once a prospect accepts a quote, they can bind and submit a premium payment immediately through our integrated payment processing. This “binds” the policy and triggers the automated document generation features, which can produce policy packages of 100+ pages in seconds—a process that used to take hours in Word or Excel.
Absolutely. PolicyMount automatically calculates relevant state taxes, surplus lines taxes, stamping fees, and other relevant fees for each policy. It also automates the renewal lifecycle, sending proactive quotes to both underwriters and the insured to ensure no lapse in coverage.
Yes. Because PolicyMount is web-based, you can identify unbound leads who started but didn’t complete an application. This allows your team to nurture those leads through automated email marketing or direct outreach, improving your conversion rates.