MGA Systems Datasheet 2023

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Management system limited only by your imagination

A full-featured management system designed specifically for program administrators &


MGAs. MGA Systems enables you to introduce new products and lines of business quickly so
you can start building revenue right away and scales with you as you grow.

Grow revenue faster


Quickly launch new programs and make changes that add value to
your business with Vertafore’s expert professional services team.

Differentiate your business


Addresses your unique needs for managing ultra-specialized
risks, distribution models, and third-party integrations.

Streamline processing
Gain efficiency and consistency using MGA workflows and NetRate
(or other integrated third-party rater) to rate, quote, bind, invoice,
and issue policies.

Grow geographically
Expand into new regional or global markets with support for
international currencies, addresses, and phone numbers.

Features you need


• Open APIs allow for easy integration with various • Event-driven workflows keep users organized and
applications and data sources. on track with their daily tasks.
• Comprehensive standard reports provide insights • Log, track, or upload claims data to gain a full
into accounting, business operations and policies. view of the account activity. A comprehensive
Custom reporting, like bordereaux or carrier data claims module is available for those who adjust
feeds, can be created to meet your specific needs. and pay claims.
• Full accounting general ledger manages all your • Data validation enforces compliance of business
insurance and non-insurance transactions, such procedures.
as commissions, bank management, and
budgeting. As well as advanced capabilities,
Most popular Vertafore Integrations
including:
• Foreign currency responsive • NetRate
• Support for multiple sub-ledgers • ImageRight

• A range of searchable fields and query factors • Sircon


help you efficiently clear and create a submission.

Visit for more info or call 800.444.4813

© 2023 Vertafore, Inc. and its subsidiaries. All rights reserved. Trademarks contained herein are owned
by Vertafore, Inc. This document is for informational purposes only. Vertafore makes no warranties,
express or implied, with respect to the information provided here. Information and views expressed in
this document may change without notice. The names of actual companies and products mentioned
herein may be the trademarks of their respective owners. - V2.

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