MGA Leadership
Operational visibility.Get a clearer operating view across submissions, policies, renewals, claims and teams without waiting for a manual report.
- Dashboard metrics
- Pipeline and premium view
- Renewal exposure
- Team activity
Solutions
Built for the teams that run the MGA.
Different roles need different views of the same operation. i23CRM keeps them working from one connected record set.
Underwriting
Submission and market context.Organise submissions, markets, appetite information and underwriting workflows in one environment.
- Submission pipeline
- Carrier appetite
- Quote comparison
- Supporting documents
Operations
Workflow and accountability.Keep activities, documents, assignments and operational follow-ups connected to the records they relate to.
- Assignments
- Activities & interactions
- Documents
- Audit history
Producers
Relationship and submission management.Manage relationships, submissions and opportunities from one workspace instead of a personal spreadsheet.
- Contacts & companies
- Submission status
- Renewal awareness
- Account history
Specialty Insurance
Structured insurance-native workflows.Program administrators, wholesale brokers and specialty teams working structured insurance workflows rather than generic sales pipelines.
- Insurance record model
- Workspace isolation
- Role-based access
- Lifecycle tracking
Also relevant for
Wholesale brokers, retail agencies and program administrators.
Teams placing specialty business share the same core need: a system that understands submissions, markets and policies rather than leads and deals.