A case study in scaling commercial operations across multiple MGAs with a modern agency management system.
Key Metrics:
This growing commercial P&C agency specializes in small to mid sized business accounts across multiple industries. Over several years the agency expanded rapidly into specialty programs and MGA relationships. The agency relied heavily on wholesalers and MGAs for placement across niche markets. As market relationships expanded, operational coordination became increasingly complex.
Commercial accounts were frequently placed through multiple MGAs depending on risk profile. Policy records existed across different workflows and attachments.
Renewal cycles across different MGAs had varying timelines and communication patterns. Maintaining centralized visibility required manual tracking.
The agency maintained renewal spreadsheets by producer to coordinate cross market accounts.
Producers and service staff navigated multiple portals and internal screens to track policy lifecycle.
Commission tracking across MGAs required manual reconciliation and periodic review.
Leadership recognized that growth across MGAs had outpaced their existing workflow structure. Their agency management system stored records but did not provide unified lifecycle visibility across markets.
They evaluated what defines a modern agency management system
Key triggers included:
The agency structured evaluation around real commercial workflows.
They:
They focused on whether lifecycle clarity could be maintained across all markets inside one system.
The transition occurred over ten weeks in phased rollout.
Commercial policy data and client records were migrated with validation across markets.
All active carriers wholesalers and MGAs were configured inside the new system for consistent lifecycle tracking.
Commercial producers and account managers participated in live workflow training focused on renewal management and multi market coordination.
Spreadsheet based renewal tracking was eliminated as lifecycle visibility moved fully inside the agency management system.
Policies from carriers wholesalers and MGAs were visible in one system with consistent lifecycle stages.
Renewal ownership and status were continuously visible regardless of market source.
Producers and service staff no longer relied on separate spreadsheets to track cross market accounts.
Commission visibility remained tied to policy lifecycle improving financial awareness.
New commercial producers onboarded faster due to unified workflow structure.
Growth continued without adding additional administrative staff.
If your commercial agency is expanding across multiple MGAs and renewal coordination is becoming complex evaluate how a modern agency management system supports unified multi market workflow.
Explore renewal management | Explore multi market policy management | Compare agency management systems