Who we work with.
Regional carriers, large MGAs, and national brokerages managing 500–5,000+ producers.
Ideal Customer Profile
Built for organisations at this scale.
Carrier
Mid-size regional carrier — $200M–$2B GWP
500–2,000 active producers
Multi-state distribution network
Complex commission and override structures
Compliance team of 2–5 FTE
MGA / MGU
Large MGA or MGU — $50M–$500M GWP
Multiple Lloyd's or carrier capacity relationships
50–500 coverholders or sub-MGAs
Binding authority agreements requiring real-time oversight
Monthly bordereaux obligations
Broker
National brokerage — 100–5,000 producers
Multi-carrier distribution relationships
CASS-exposed client money operations (UK/EMEA)
Producer portal needed to reduce ops overhead
Compliance overhead from multi-state or multi-jurisdiction operations
Customer Stories
Coming Q3 2026.
Carrier
Mid-size carrier reduces distribution ops cost and commission errors.
A regional carrier with 800 producers across 18 states replaced its legacy AMS and Excel commission process, recovering $180K in annual leakage and cutting month-end close from 3 weeks to 2 days.
40% OpEx reduction$180K leakage recovered3wk → 2 days close
MGA
MGA improves binding authority utilisation and capacity reporting.
A specialty MGA managing 4 Lloyd's authorities and 200 coverholders automated its bordereaux production and gained real-time DA utilisation dashboards, strengthening capacity negotiations.
Automated bordereauxReal-time DA monitoringStronger carrier data
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