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Redian Software
Insurance solution

MGA operations, end to end

Managing General Agent platform — programme management, binding authority, carrier reporting.

CMMI Level 3 Appraised ISO Certified 200+ enterprises 5 regional hubs 9+ years of BFSI
Outcomes our customers see

The numbers we move.

Production benchmarks from real deployments — not vendor brochures.

  • 6 mo

    Programme go-live

    From signed binder to first risk bound in production

  • 100%

    Bordereaux on time

    Carrier-format reports generated and dispatched on cadence

  • <2%

    Binder breach rate

    Real-time aggregate and authority checks block out-of-appetite risks

  • 40%

    Lower ops cost per policy

    Versus running Excel, broker software and carrier portal in parallel

What's in the platform

Capabilities, end to end.

A complete module list — designed to remove the gaps where vendor platforms typically leave you in spreadsheets.

  • 01

    Delegated authority engine

    Codifies each binder's class, line size, geography, aggregate and referral rules. Underwriters see live capacity remaining; out-of-appetite risks route automatically to the carrier.

  • 02

    Bordereaux automation

    Premium, claims and risk bordereaux generated in each carrier's required format — Lloyd's PMD, London market, reinsurer-specific. Scheduled dispatch with audit trail.

  • 03

    Programme P&L and loss ratio

    Live view of GWP, commission, claims and IBNR by programme, class and capacity provider. Sliding-scale and profit commission calculated automatically.

  • 04

    Aggregate and accumulation control

    Tracks exposure by peril, postcode, cedant and treaty year. Blocks binding when aggregates approach treaty limits; alerts underwriters and capacity managers.

  • 05

    Carrier and reinsurer reporting

    Monthly bordereaux, quarterly performance packs and renewal data rooms. One source of truth shared with every capacity provider on the programme.

  • 06

    Claims fund and IBA management

    Manages claims fund top-ups, premium trust accounts and IBA reconciliation. Tracks float position by carrier and enforces regulatory segregation.

Who deploys this

Built for the operating environments we know best.

We've shipped this platform across the most common patterns — find the closest fit to your operating model.

  • Specialty MGAs

    Cyber, marine cargo, PI, K&R and parametric writers at GBP 5m-150m GWP across one or several programmes.

  • Lloyd's coverholders

    Delegated authority binder-holders needing PMD-compliant bordereaux and risk-level reporting to managing agents.

  • Affinity and embedded MGAs

    MGAs distributing through banks, retailers and broker partners — multi-tenant branding and partner-level reporting.

  • African and ME MGAs

    MGAs in Kenya, Nigeria, SA and the Gulf where capacity comes from reinsurers and local regulators expect detailed binder reporting.

  • Programme managers

    COOs and heads of programme running multiple binders across carriers, needing one P&L view per programme and per capacity provider.

  • Capacity providers

    Carriers and reinsurers granting binding authority who want real-time visibility into how their pen is being used.

Implementation

How a rollout unfolds.

Phased, milestone-driven, with parallel-run safety nets where regulators require them.

  1. 01Weeks 1-3

    Programme discovery

    Workshop each binder, capacity stack, commission structure and bordereaux requirement. Output: programme blueprint and authority matrix per carrier.

  2. 02Weeks 4-8

    Configuration and rating

    Configure products, rating tables, authority rules and aggregate controls per programme. Carrier-format bordereaux templates set up. Output: working UAT environment.

  3. 03Weeks 9-12

    Integrations

    Connect to reinsurer portals, claims TPAs, payment rails, broker upload formats and policy document generation. Output: end-to-end transaction tested across programmes.

  4. 04Weeks 13-16

    UAT and parallel run

    Underwriters and ops team run live quotes alongside legacy. Bordereaux compared against current outputs and reconciled with carriers. Output: sign-off from each capacity provider.

  5. 05Weeks 17-20

    Migration and go-live

    Migrate in-force policies, claims reserves and aggregate positions. First programme goes live with carrier-witnessed cutover. Output: production binder writing live risks.

  6. 06Months 6+

    Hypercare and roll-out

    Daily monitoring, monthly bordereaux cycle support, additional programmes onboarded. Quarterly carrier reviews supported with platform analytics.

Solution overview

In depth — how this platform runs.

The long-form view of capability, architecture and deployment model.

Managing General Agents sit in an awkward place in the insurance value chain — you carry the underwriting pen on behalf of carriers, but you run on the operations budget of a broker. This page is for MGA founders, programme managers and COOs who need a platform that handles binding authority, bordereaux, programme P&L and carrier reporting in one system, rather than a stitched-together mess of spreadsheets, broker software and the capacity provider's portal.

What it does

Redian's MGA platform runs the full programme lifecycle. Underwriters quote and bind within the authority limits set by each capacity provider. The system tracks aggregates, line size, class restrictions and geographic limits in real time, so binders can't drift outside the treaty. Premium, commission and claims data flow into a programme-level P&L that you can share with carriers on the cadence they expect — monthly bordereaux, quarterly performance reviews, annual treaty renewals.

The platform handles the things that distinguish an MGA from a standard broker or carrier system: delegated authority workflows, multi-capacity programme structures, profit commission and sliding scale calculations, claims fund management, and the bordereaux formats each carrier insists on.

Where it fits

We build for MGAs at the scale where Excel has broken but a full carrier PAS is overkill — typically £5m to £150m GWP across one or several programmes. That includes:

  • Specialty MGAs writing niche classes (cyber, marine cargo, professional indemnity, kidnap and ransom, parametric)
  • Coverholders at Lloyd's needing PMD-compliant bordereaux and risk-level reporting
  • Affinity and embedded MGAs distributing through partner channels (banks, retailers, brokers)
  • MGAs in African and Middle Eastern markets where capacity comes from reinsurers and local regulators expect detailed binder reporting

If you also operate as a broker on non-delegated business, the same platform extends into our insurance broker management system so producers work in one tool.

Core modules

Programme and binder management. Each programme is configured with its capacity stack, authority limits, rating basis, commission terms and reporting calendar. Binders carry expiry dates, aggregate trackers and class exclusions that the underwriting workflow enforces.

Underwriting workbench. Submission intake, risk capture, rating, referral routing and document generation. Risks that breach authority route to the carrier underwriter automatically with the supporting file attached. Standard risks bind in minutes.

Rating engine. Class-specific rating tables, schedule rating factors, minimum premiums and broker commission scales. For data-rich classes we plug in our ML pricing and rating engine so loss-cost models sit alongside actuarial tables.

Bordereaux and carrier reporting. Premium, risk and claims bordereaux in the formats each carrier requires — Lloyd's PMD v5, market-standard Excel templates, or custom layouts. Reconciliation flags variances before files go out.

Claims pass-through. First notification, reserving, payments and recoveries — either handled in-house by the MGA's claims team or passed to the carrier's TPA with structured data and document packs. Pairs with claims management where the MGA holds claims authority.

Programme P&L and treaty management. Earned premium, incurred losses, acquisition costs, profit commission accruals and capacity utilisation by programme, quarter and underwriting year. Treaty renewal modelling shows where you're profitable enough to negotiate better terms.

Compliance and audit. Authority breaches, sanctioned-party screening, conduct risk indicators and the full audit trail carriers, auditors and regulators ask for.

Why MGAs choose Redian

Most off-the-shelf insurance systems were built for carriers or brokers, not for the delegated authority model. We've built MGA platforms for clients in the UK, East Africa and the Gulf, and we understand the operational reality — that capacity providers are also your suppliers, that bordereaux deadlines drive month-end, and that losing a binder because of bad data quality is an existential event.

Our delivery is CMMI Level 3 appraised and ISO certified. BFSI and insurance is our largest practice, anchored by deep work in policy administration, reinsurance placement and broader insurance technology. Implementations run 4–7 months for a single programme, with subsequent programmes added in 6–10 weeks once the platform is live.

Where MGAs need scarce talent — Guidewire, Duck Creek, or specialist actuarial engineering — we extend the in-house team through IT staff augmentation and global capability centres out of Noida and Nairobi.

Working with Redian

We start with a programme walkthrough — your capacity stack, classes, distribution channels, bordereaux pain points and reporting calendar — and come back within two weeks with a target architecture, build plan and fixed-price phase one. Talk to our insurance team or read how we built a similar platform for an East African aggregator in the InsureMe case study.

Why Redian

What makes this platform different.

Independent reasons clients pick us over incumbents and over generic global platforms.

  • MGA-native, not broker-bent

    Built around delegated authority, bordereaux and programme P&L from day one — not a broker system with MGA features bolted on.

  • Lloyd's, London and emerging markets

    We've configured for PMD bordereaux, London market reinsurers and African regulators in the same platform — your carrier mix is not a problem.

  • Regulator-aware by design

    FCA, Lloyd's, IRDAI and African insurance regulator requirements baked into the data model — IBA segregation, conduct reporting and binder governance.

  • Programme launches in 6 months

    Pre-built modules for authority, bordereaux, P&L and claims fund mean new programmes onboard in weeks, not the multi-year timelines of carrier PAS.

Tech & integrations

What the platform talks to.

Open APIs, standard integrations, configurable from day one.

  • Java
  • Spring Boot
  • TypeScript
  • React
  • Node.js
  • Python
  • PostgreSQL
  • MongoDB
  • Redis
  • MS SQL
  • AWS
  • Azure
  • Docker
  • Kubernetes
  • NGINX
  • Apache Kafka
  • Power BI
  • Tableau
  • Stripe
  • Twilio
  • DocuSign
  • SendGrid
  • Salesforce
  • Zoho CRM
  • Elasticsearch
Proof from production

A deployment that mirrors your use-case.

Real customer · real numbers · real go-live. Most of our work is under NDA — this is one we can share publicly.

InsuranceKenya

Insurance Distribution Platform for Kenya-based InsureMe

Client · InsureMe

  • Live

    Multi-insurer aggregator

  • M-Pesa

    Secure payment + Lipa PolePole

  • Real-time

    Policy generation

InsureMe — Kenya's digital insurance aggregator — runs on a Redian-built platform comparing policies across insurers, processing M-Pesa payments and issuing policies in real time with NTSA/KRA verification.

Tech stack

AngularNode.jsMySQL
Frequently asked questions

Everything you wanted to ask before the demo.

Don't see your question? Ask us directly →

How is your MGA platform different from a broker management system?

Broker systems are built around placing risks into the market — they don't model delegated authority, aggregate control or carrier bordereaux as first-class concepts. Our platform starts from the binder: every quote, bind and claim is tested against the authority your capacity provider granted, and every report is shaped for the carrier consuming it. If you only place non-delegated business, a broker system is fine. If you carry the pen, you need MGA software.

Can you produce Lloyd's PMD-compliant bordereaux?

Yes. We support Lloyd's PMD v5 premium, claims and risk bordereaux, plus the variants individual managing agents request. Each binder can have its own format and cadence, generated on schedule and dispatched with audit trail. For non-Lloyd's carriers, we configure to each reinsurer's required template.

Does the platform handle multi-capacity programmes?

Yes. A single product can be backed by a stack of capacity providers with different share splits, retention layers and commission terms. The platform splits premium and claims to each carrier automatically, generates separate bordereaux per capacity provider, and produces a consolidated programme P&L for your management team.

What size MGA is this built for?

We typically engage with MGAs writing GBP 5m to 150m GWP across one or several programmes. Smaller MGAs running a single binder may find Excel still viable; larger MGAs writing multi-hundred-million books may need carrier-grade PAS. Our sweet spot is the MGA that has outgrown spreadsheets but doesn't want a multi-year, multi-million implementation.

How do you handle profit commission and sliding-scale calculations?

Both are configured at programme level with the formulas your treaty specifies — loss-ratio bands, sliding scales, deficit carry-forward, profit commission share. Calculations run live against actual experience and forecast scenarios, and feed your carrier reports automatically rather than living in a separate spreadsheet your CFO maintains.

Can it work alongside our existing claims TPA?

Yes. We integrate with most major TPA platforms — passing claim notifications out, receiving claim status, reserves and payments back, and reflecting them in bordereaux and programme P&L. You keep your TPA relationship; we keep the data flowing into one system.

What about MGAs operating in African or Middle East markets?

We have live MGA deployments in Kenya, Nigeria and the Gulf. We handle local regulator binder reporting, mobile-money premium collection where relevant, and reinsurer reporting in the formats Munich Re, Swiss Re and African Re expect. Multi-currency and multi-jurisdictional treaties are native to the platform.

Still figuring it out? Tell us your operating environment and we'll send a tailored architecture and pricing within one business day.

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Ready for a tailored Insurance MGA walkthrough?

Tell us your regulator, your incumbent system and the outcome — we'll send a demo plan and pricing within one business day.