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Six builds. You need one of them first.
Nobody buys a platform. They buy the thing that is currently costing them a person, a weekend, or a carrier relationship. This page exists to route you to that one, in a minute, without a tour.
One phase at a time · connect before replace · validation before cut-overWhich one is costing you today?
Each of these is a phase, not a module. It is quoted on its own, built on its own, and it has to prove itself in production before the next one starts.
iO, the intelligence layer
Quote and submit in one conversation, with a person approving.
Start here if the bottleneck is the preparation work: reading the submission, chasing what is missing, assembling the file. iO does that work; your underwriter still decides.
How iO works →Broker portal
Self-serve quoting your producers actually use.
Start here if producers are emailing submissions because your portal is worse than an email, and every one of those emails becomes someone’s re-keying.
See the broker portal build →Submission-to-issuance workflow
One tracked flow, six stages, no re-keying.
Start here if a file lives in four systems and nobody can answer where it is without asking three people. This is the deepest build we do, and it is sequenced on purpose.
See the workflow build →Carrier reporting
Bordereaux without the month-end scramble.
Start here if month-end is a weekend. It is often the smartest first phase, because the pain is periodic, the scope is bounded, and the proof arrives on a schedule.
See the carrier reporting build →Integrations and migration
Works with the systems you already run.
Start here if the real question is what stays and what moves. The inventory comes before the design, and renewals are never the test environment.
See the integrations build →Governed AI
Human-in-the-loop intake and classification.
Start here if your carrier’s reviewer is going to ask how the AI is governed before they ask what it does. This page is the answer to that question.
See how the AI is governed →Not sure which? That is what the MGA Systems Assessment answers: every system mapped, the three costliest frictions costed, and a phased plan with a fixed Phase-1 quote, yours to keep either way.
The sequence is the product.
Which build comes first is not a preference. It is decided by what breaks soonest, what your carriers are already asking for, and what can be validated inside one phase. The method is how that call gets made and written down.
If you are weighing this against replacing your agency management system, start with do you have to replace your AMS? instead. The usual answer is no, and the reason is on that page.
- Fixed scope, quoted in writing before it starts
- Built alongside what you run, not on top of it
- Thirty days in production, on your real work, before the rate begins
- No next phase until this one proved itself
The right first phase is an answer, not a guess.
Sixty to ninety minutes with the people who run the systems, and you leave knowing which of these six is yours.