Let's understand your business before we talk technology.
A short guided conversation to see exactly how this platform could work for you. Takes about 5 minutes.
Question 1 of 9
Your role
How would you describe your role in the insurance distribution chain?
Select the one that best describes you.
This is more common than you might think — especially in smaller or specialized MGAs. This platform is built to serve both functions.
Any additional context about your role?
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Your current setup
Does your MGA currently have a single portal where brokers can log in to submit risks and get quotes?
We want to understand your starting point — not judge it. Many MGAs still rely on email, phone, or spreadsheets.
Tell us more about your current process
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Carrier relationships
How many carriers does your MGA currently have binding authority agreements with?
This helps us understand how much of the multi-carrier quoting capability would be relevant to you right away.
Which carrier systems do they use?
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The broker experience
Do your brokers currently work with other MGAs in addition to yours?
Understanding broker loyalty helps us frame the competitive advantage this platform creates for you.
What do brokers complain about most with your current process?
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Your place in the chain
Please confirm where your business sits in this distribution chain.
Click all boxes that represent your organization — you can select more than one.
Insurance distribution chain
Carrier
Bears the risk
→
MGA
Underwrites, binds
→
Retail broker
Sells, submits
→
Customer
Buys coverage
Anything about your position that is unusual or worth noting?
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True or false?
Please respond to the following statement honestly.
"The right platform makes brokers' lives significantly easier and faster. When a broker can get quotes from multiple carriers in seconds instead of hours — without logging into separate portals or making phone calls — they will naturally prefer placing business with the MGA that offers that experience. A better broker experience means more submissions, more binds, and stronger broker loyalty."
How true is this for your business specifically?
What would you add or change to make that statement more accurate for your situation?
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Competitive advantage
Would a platform like this give your MGA a competitive advantage in attracting and retaining broker relationships?
Think about what your top three competitors are offering brokers right now compared to what you offer.
Who are your top competitors and what are they offering brokers?
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Your biggest pain points
Which of the following are genuine problems in your current operation? Select all that apply.
Be honest — this helps us prioritize which features matter most to build first.
Anything else that keeps you up at night operationally?
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Almost done
Last step — tell us who you are so we can follow up with a tailored proposal.
Your answers will be compiled into a summary you can save or share. Nothing is submitted anywhere without your approval.
Your name
Your MGA or company name
Email address
Best phone number (optional)
Any final thoughts or questions before the follow-up call?
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Discovery complete
Here is what we learned about your business.
Review your answers below. Copy the summary or save it directly to our system.