Home / The Assessment

Know exactly what to fix, before you commit to fixing it.

The MGA Systems Assessment is a fixed-fee, 2–3 week engagement that ends in a written plan and a decision point. Not a sales process wearing a lanyard, a deliverable you can hand to anyone, including a competitor of ours.

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Fixed fee, quoted in writing first 2–3 weeks, about 3–5 of your hours a week Deliverables yours to keep, either way
What you get

Six deliverables, written to be handed to anyone.

Your team, another vendor, your carrier partners, every document is written so it works without us in the room. That's deliberate.

The map is also where the mundane, redundant work becomes countable: the intake, the chasing, the matching, the assembly that repeats every week whether or not anyone measures it. The phased plan then says plainly which of that work should move to an AI Operational Workforce with feedback loops that correct it as it goes, and which decisions stay with your underwriters.

Schedule of deliverables, ownership on exit

  1. Complete systems map

    Every system, feed, and spreadsheet, drawn as they actually connect, including the workflow that lives in one person's head and the export nobody admits to running.

    Yours to keep

  2. Top-3 frictions with cost math

    Hours, error paths, and renewal-season risk, put in your numbers. Your volumes, your staff, your carriers. Not industry averages dressed up as insight.

    Yours to keep

  3. Phased modernization plan

    Sequenced by your triggers (the carrier deadline, the program launch, the producer drift) not by a product roadmap. Each phase stands on its own.

    Yours to keep

  4. Fixed Phase-1 quote + monthly rate

    In writing, with the monthly rate. Priced from the map we just drew together, so the number means something, and it doesn't move after you sign.

    In writing

  5. Integration inventory

    What your stack exposes, what it doesn't, and what each gap means for anything you build next, with us or with anyone else.

    Yours to keep

  6. Migration risk read

    What moves cleanly, what needs care, and what should not move at all until validation passes. Written before anyone touches a renewal.

    Yours to keep

Obligation to proceed to Phase 1 None

Illustrative interface, sample data
Systems mapped
11
Feeds & handoffs
23
Manual re-keys found
7
Systems map, every connection drawnDelivered
Top-3 frictions, costed in your numbersDelivered
Phased plan with fixed Phase-1 quoteDelivered
Decision on Phase 1Yours, no obligation
Illustrative Assessment summary, sample data, not a client result.
How it runs

Two to three weeks, scheduled around your renewals.

No war room, no consultants camping in your office. Structured sessions, real numbers, and a written plan you walk through live.

Week 1
DiscoveryWorking sessions with the people who actually run the workflows (underwriting, ops, accounting) not just whoever signed the contract.
Week 2
Map & measureWe draw the map, put costs on the frictions, and pressure-test both with you until they match how your shop actually works.
Weeks 2–3
The written planYou get the full deliverable set and we walk through it live, every sequencing call explained, every number defended.
Throughout
Your liftAbout 3–5 focused hours a week from the people who know the workflows. We schedule around renewals, not through them.

Then a decision point. Phase 1 with us, run the plan internally, or hand it to another vendor, all three are outcomes we designed for.

The walk-away clause

If you never hire us, you still walk away with the plan.

That isn't a risk we tolerate. It's the deal we designed. The systems map, the friction math, the integration inventory, and the phased plan are yours to keep and yours to hand to anyone, in formats another vendor can pick up cold. If the plan only worked with us attached, it wouldn't be a plan; it would be a proposal.

Teams that were burned by a previous implementation use the Assessment as a second opinion, and we treat it that way: the first thing we ask about is the failure. What was promised, what was delivered, and where it broke, because the last project's wreckage is usually the best map of what your next plan has to survive.

Schedule of deliverables, ownership on exit
Complete systems mapYours to keep
Top-3 frictions with cost mathYours to keep
Phased modernization planYours to keep
Fixed Phase-1 quote + monthly rateIn writing
Integration inventoryYours to keep
Migration risk readYours to keep
Obligation to proceed to Phase 1None
Who should buy this

Built for growing MGAs with a patchwork under pressure.

The Assessment fits best around $10M–$50M GWP, 8–30 people, and 1–3 programs, an AMS, spreadsheets, and carrier portals held together by re-keying, with something external forcing the issue. If that's not you, we'll say so in the free mapping session and save you the fee.

A survey table under raking light: a set square, steel straightedge and magnifying loupe resting on blank schedule sheets.
GOOD REASONS TO START HERE
  • A carrier is asking for reporting your stack can't produce without weekends
  • A program launch has a date, and your current flow won't carry it
  • You've been quoted a platform replacement and want a second opinion before signing
  • Producers are drifting to whoever quotes fastest, and you can feel it
Straight answers

The questions worth asking first.

Yes, all of them. The systems map, the friction analysis, and the phased plan are yours to keep and yours to hand to another vendor. The plan is the product.
A fixed fee, quoted in writing before it starts. No hourly meters, no scope creep, if we misjudged the effort, that is our problem, not yours.
No. It ends with a decision point, not an obligation. Some teams take the plan and run it internally; that is a fine outcome.

Get the map. Then decide.

Start with the free 60–90 minute mapping session. If the Assessment makes sense after that, the fixed fee is in writing before anything begins, and everything it produces is yours to keep.

Start a 30-day trial → Read the full method

Every deliverable is yours whether or not you hire us.