Home / Resources
Tools for the operator doing the deciding.
No gated fluff. These are the working documents we wish every founder had before talking to any vendor, including us. Read them, print them, put them in front of your team.
Start where the pressure is.
The library covers the whole arc, choosing MGA systems, costing them honestly, and running them well once they’re live. Each document stands alone and is written to be used: in one sitting, in a working session, with any vendor you end up talking to. Not just us.
One thread runs under most of them: the mundane, redundant work that repeats the same way every month, intake, chasing, matching, assembly. Each guide is written for the operation where that work runs as an AI Operational Workforce with feedback loops that correct it as it goes, and a person still owns every decision that touches rating or binding.
How to choose MGA software
The pillar guide to the whole decision: what the market actually sells, how to score it against your own book, and how to run a selection your carrier partners will respect.
Read the buyer’s guide →Questions to ask MGA software vendors
The demo-day question set that separates real answers from rehearsed ones, bring it to every vendor call, including ours.
Get the questions →What MGA technology really costs
Where the money actually goes, licenses, implementation, integrations, and the line items that rarely make the first quote.
See the cost drivers →The re-keying cost calculator
Put your own numbers in and see what double data entry is costing your team in hours and payroll every year.
Run your numbers →The MGA systems readiness checklist
Map your systems one by one, spot the frictions that are actually costing you money, and decide whether modernization is worth doing this year at all. Built to be worked through with your ops lead in one session.
Work through it →Do you have to replace your AMS?
The question every founder asks first, and the one most vendors answer in their own favor. The phased alternative to rip-and-replace, what it looks like in practice, and the specific cases where replacement really is right.
Read the AMS answer →Phased modernization vs. rip-and-replace
The two ways to modernize, compared honestly, what each demands of your team, where each one breaks, and how to tell which fits your operation.
Compare the paths →Build vs buy MGA systems
When to buy a platform, when to build custom, and the third option most vendors won't name, decided by your programs, your data, and who has to operate the result.
Weigh the decision →How long implementation actually takes
Why "live in weeks" and "12 to 24 months" are both true, the four variables that set your real timeline, and how phasing removes the single date you'd otherwise gamble on.
See the timeline drivers →The bordereaux automation guide
How to get from spreadsheet scramble to carrier-ready bordereaux without betting the month-end close on a big-bang cutover.
Read the bordereaux guide →When carrier reporting pressure hits
Your capacity partner just tightened the data demands. What they’re actually asking for underneath the template, what to fix first, and how to respond before a month-end scramble becomes a relationship problem.
Read the reporting playbook →Getting brokers to actually use your portal
Why most broker portals sit unused, and what the ones producers log into every day do differently.
Read the adoption guide →AI underwriting guardrails
Where AI genuinely helps an MGA underwriting operation, where it has no business deciding, and the human-approval guardrails that keep carriers comfortable.
Read the guardrails →The MGA systems glossary
The terms you’ll meet in vendor conversations (AMS, PAS, bordereaux, binding authority) defined in plain operator language.
Look up a term →Prefer to talk it through instead? The free mapping session covers the same ground live, in 60–90 minutes, book one here.
Slowly, and only with work we can stand behind.
New guides get published when we have something tested against real operations to say, not on a content calendar. No thin SEO filler, no recycled vendor talking points. If a page is here, we’d defend every sentence in it in front of your carrier’s reviewer.
Missing something you need? Ask us, the questions founders actually send are where every one of these started.
Read the documents. Then bring us the hard one.
When the checklist points at a real problem, that’s what the mapping session is for: 60–90 minutes on your messiest workflow, numbers on the frictions, and a one-page map that’s yours to keep either way.