Programme-shaped setup
Tell i23 you are an MGA and the records, terminology and pipeline arrive built for it.
For MGAs
Built for delegated authority, not deals and leads.
An MGA runs programmes, binders and carrier relationships. i23 builds a workspace around that model instead of asking you to rename a sales pipeline.
- Producer
- Submission
- Market
- Quote
- Bind
- Policy
- Renewal
The problem
Generic CRMs do not understand an MGA.
- Submissions, binders and programmes forced into deal stages
- Carrier appetite kept in someone's head or a spreadsheet
- Producer and agency relationships tracked separately from risk
- Bordereaux and reporting assembled by hand each month
- No single view of what is in market and with whom
The approach
An insurance-native operating system for the programme.
Submissions, carriers and appetite, quotes, policies, renewals and claims are real records that reference each other. Producers and agencies sit alongside the risk they place, and the operating desk shows what is in market, what is stalling and what renews next.
Carrier and appetite
A carrier directory with appetite context, so the right market is obvious.
Submission control
Track every submission from intake through to bound or declined, with the reason recorded.
Producer relationships
Agencies, producers and the business they bring, connected to the risk itself.
Renewal visibility
Renewals surface early on the operating desk rather than in a monthly panic.
Governed assistance
i23 prepares the work; a licensed person makes the underwriting call.
Workflow
How it moves through the platform
- Intake
- Triage
- Market
- Quote
- Bind
- Service
- Renew
- A working MGA workspace on day one
- One place for market, risk and relationship
- Less time reconstructing where a submission stands
- Renewals defended before they lapse
- Audit trail across every consequential change