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Products and services
built for MGAs & wholesalers

STRATEGY

Transform your operations

Every transformation journey is different. Our consulting experts are here to help you tackle unique challenges and create a roadmap to growth.


Improve outcomes

TECHNOLOGY

Optimize your systems & data

The right technology helps you get ahead. We deliver process automation and technology products that meet your unique needs.


Get future-proofed

PEOPLE

Extend your team

Whether you’re looking for tailored BPM services, client support, underwriting experts, or compliance consultants, our people provide a seamless, end-to-end solution for your gaps.


Scale your staff

PROCESS

Achieve better results

Streamline time-intensive tasks like submissions, improve risk management, and get targeted process support for your underwriters.


Make it simpler

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See the impact

200+

service requests
fulfilled per week

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10-20%

annual increase in
submit-to-bind ratio

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12%

reduction in total
annual processing time

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Hear from insurance organizations like yours

Client stories we’re proud to tell

For Wholesalers: Accelerating activity at a backlogged firm


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For MGAs: Eliminating the cost of missing information through operations optimization


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For Wholesalers: Accelerating activity at a backlogged firm


Read the case study

For MGAs: Eliminating the cost of missing information through operations optimization


Read the case study

Our latest insights for wholesalers & MGAs


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