Preparing Your MGA for Rapid Growth: Your Essential Technology Checklist
Growth is exciting-but for MGAs and wholesalers, it often brings significant operational challenges. Increasing submission volumes, complex workflows, and expanding teams mean your existing tools might no longer support the pace of growth. A scalable, web-based, all-in-one technology stack isn’t just helpful; it’s essential. Here’s your practical checklist to ensure your MGA’s technology is ready for rapid growth and seamless integrations:
1. Robust, Web-Based Agency Management System (AMS)
A fully integrated, cloud-based AMS streamlines all core operations-policy issuance, endorsement processing, renewals, claims management, and comprehensive reporting-within one intuitive platform. Many systems are outdated or fragmented; Expert Insured solves this by providing a single, unified AMS designed specifically to centralize MGA operations and eliminate friction as you grow.
2. Embedded Workflow and Task Management
Select a system with clearly embedded workflow and task management capabilities throughout the platform. Unlike disorganized legacy systems, Expert Insured solves this by embedding step-by-step workflows and task tracking throughout the system-making it easy for new team members to ramp up and for everyone to stay aligned.
3. AI-Powered Automation Tools
Manual processes slow growth. Look for technology that eliminates repetitive work and speeds up submission intake. Expert Insured addresses this by embedding AI throughout the system-from email triage to document extraction-so underwriters spend less time on busywork and more time underwriting.
4. Customizable Real-Time Reporting and Dashboards
Rapid growth demands real-time visibility. Your platform should offer dashboards that adapt to your business. Expert Insured solves this with built-in customizable reporting and dashboards-letting each team member see what matters most in real time.
5. API-Driven Integrations
Integration is key. If your platform doesn’t connect easily to other tools, it becomes a bottleneck. Expert Insured is built API-first-solving integration challenges by making it easy to connect with RQB portals, document tools, and external systems with minimal lift.
6. Comprehensive Security and Compliance
Growth can expose vulnerabilities. You need enterprise-grade security from day one. Expert Insured solves this with a platform built on secure architecture-featuring MFA, role-based access, encryption, and SOC 2-readiness baked in from the start.
Act Now or Fall Behind
Delaying your technology upgrade isn’t just risky-it’s detrimental. Your competitors are actively adopting advanced, integrated systems today, positioning themselves to surpass you tomorrow. Transitioning now to Expert Insured’s web-based, API-driven, workflow-centric platform secures your competitive edge and ensures your MGA’s sustained and profitable growth.
Ready to future-proof your MGA?
Don’t wait until you’re playing catch-up. Contact Expert Insured today and position your business for immediate and sustainable success.
