A case study in reducing operational fragmentation across multiple MGAs with a modern agency management system.
Key Metrics:
This P&C agency specializes in program business and specialty commercial lines placed primarily through MGAs. Over time the agency expanded into additional MGA programs to meet client demand and broaden market access. Each MGA relationship introduced variations in renewal cycles communication methods and documentation standards. Growth increased policy volume but also increased coordination complexity.
Policies placed through different MGAs followed different internal tracking methods. Lifecycle visibility was inconsistent.
Each MGA operated on slightly different renewal timelines and processes. Centralized tracking required manual oversight.
Producers and service teams maintained spreadsheets by MGA to ensure renewals were not missed.
Policy updates endorsements and commissions required reconciliation between MGA portals and internal records.
Routine servicing tasks required navigating between multiple systems and records.
Leadership recognized that MGA growth had created operational fragmentation. Their existing agency management system stored policy data but did not unify lifecycle visibility across MGAs.
They evaluated what defines a modern agency management system
Key drivers included:
The agency structured evaluation around real multi MGA scenarios.
They:
The primary evaluation metric was whether policy lifecycle stages remained consistent regardless of MGA source.
The transition occurred over nine weeks with phased rollout.
Policy records across all MGAs were standardized and migrated into a unified lifecycle structure.
Lifecycle stages were aligned so that renewals endorsements and servicing followed consistent visibility rules regardless of market.
Producers and service staff were trained on centralized renewal dashboards and lifecycle tracking.
MGA specific spreadsheets were eliminated as lifecycle tracking moved entirely inside the agency management system.
Policies from all MGAs carriers and wholesalers followed the same lifecycle visibility model.
Renewals were tracked centrally with ownership and prioritization independent of MGA source.
MGA specific tracking spreadsheets were fully retired.
Endorsements documents and policy updates remained connected within one system.
Commission visibility remained attached to policy lifecycle reducing manual reconciliation.
Operational complexity decreased despite expanding MGA relationships.
If your agency operates across multiple MGAs and renewal tracking is fragmented evaluate how a modern agency management system supports unified lifecycle visibility.
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