MGA Operations
How MGA teams structure submissions, markets and servicing work.
Resources
Writing on MGA operations and insurance technology.
Practical material for MGA and specialty insurance teams, operating guidance, distribution perspectives and product release notes.
Library
Start here.
MGA Insights
Perspectives for MGA leadership on submission flow, carrier appetite, producer performance and book durability.
Read MGA insightsInsurance Operations
Stage-by-stage operating playbooks covering intake, quoting, binding, renewal staging and claims handoff.
Read operations playbooksProduct Updates
Release notes for i23CRM, what has shipped across workspaces and the MGA core CRM, and what's planned next.
View product updatesCategories
What we're writing about.
Insurance Technology
Practical notes on building systems around insurance records.
Submission Management
Pipeline design, stages, ownership and tracking.
Underwriting Operations
Appetite, market selection and supporting information.
Renewals
Staging renewal work ahead of expiry.
Claims
Keeping claims connected to the policy record.
Insurance AI
Where intelligence can help, and where human judgment must stay.