Capitawise for MGAs

MGAs operate across multiple carriers, systems and datasets while running lean. Capitawise gives them the full finance function most do not have in-house, consolidating performance across the book and adding capital and investment intelligence.

The scenario

An MGA holds underwriting, claims and financial data in different systems for each carrier relationship, with no consolidated view of performance. Carrier reporting consumes the best people for weeks, and capital and reserve visibility depends on quarterly actuarial snapshots rather than a continuous position.

Outcomes

• Automated bordereaux processing across every carrier relationship.
• Real-time loss ratio tracking instead of quarterly snapshots.
• Commission and profit modelling against profitability targets.
• Carrier reporting automation that produces carrier-ready reports from one platform.
• Portfolio performance analytics across the whole delegated-authority book.