Operational Scale for
the Modern MGA
MGAs live and die by their operations. We build the automation infrastructure that handles submission volume, connects your systems, and lets you scale without proportionally growing headcount.
Built for MGA Operational Scale
We build the automation layer that transforms your manual, fragmented operations into a connected, scalable system purpose-built for the way specialty insurance businesses work.
Submission Flow Automation
End-to-end workflow automation from intake through triage to bind. Submissions are captured, classified, enriched, and routed automatically with no manual handling required for routine processing.
- Multi-channel submission intake consolidation
- Automated completeness checks and data enrichment
- Appetite matching and priority scoring
AMS Integration Hub
Stop re-entering data. We build bi-directional integrations connecting your AMS (Vertafore, AMS360, AgencyZoom) with your CRM, rating tools, and all inbound lead and submission sources.
- Vertafore, AMS360, and AgencyZoom integrations
- Real-time data sync across all platforms
- Elimination of manual data re-entry
Underwriting Triage Automation
Free your underwriters from intake work. Automated priority scoring, appetite pre-screening, and workload distribution ensure the right submissions reach the right underwriter at the right time.
- Risk appetite pre-screening rules engine
- Workload-balanced automatic assignment
- SLA tracking and escalation alerts
Producer Portal Experience
Give your appointed producers the transparency and ease-of-use that keeps their business with you. Real-time submission status, proactive communication, and a frictionless submission experience that wins producer loyalty.
- Real-time submission status tracking
- Automated status update notifications
- Streamlined document collection workflows
Reporting Infrastructure
Operational and financial intelligence built for MGA leadership. Real-time dashboards tracking submission velocity, loss ratios by class, producer production, and conversion rates at every stage of the funnel.
- Submission-to-bind conversion analytics
- Loss ratio tracking by class and producer
- Carrier reporting automation
Compliance Automation
Keep your compliance posture tight without the manual burden. Automated document collection workflows, E&O tracking, state filing reminders, and renewal management ensure nothing slips through the cracks.
- Automated document collection and storage
- E&O coverage tracking and renewal alerts
- Carrier compliance reporting workflows
The Systems We Connect
We've built deep integrations across the MGA technology stack. If your business runs on it, we've likely connected it. If we haven't, we'll build the integration.
Connected Operations, Not Fragmented Tools
Our integration builds don't just connect systems. They create intelligent data flows that eliminate manual work and give your team one source of truth.
- Bi-directional sync between AMS and CRM platforms
- Automated document flow between systems
- Real-time data enrichment from third-party sources
- Custom API builds for proprietary platforms
- Error monitoring and automated data quality checks
Why Integration Matters at Scale
At 50 submissions per week, manual data re-entry is annoying. At 200 submissions per week, it's a full-time job. At 500, it's a competitive liability.
MGAs that build the integration layer early can scale submission capacity by 3-5x without proportional headcount growth. Those that don't hit a ceiling, and it comes faster than most expect.
"We were drowning in submission volume. Our team was spending 3 hours every morning just sorting and routing new submissions before anyone could start actually working them. Promised Path built us an intake automation system on n8n that handles all of that automatically; submissions are triaged, scored, and assigned before our underwriters even open their laptops. We went from processing 80 submissions a week to over 250 with the same team."