Skip to content

Insurance

Industry 07 of 08

MGAs: Broker submissions and renewals, run on a schedule.

Managing general agents run on broker relationships and clean submission data. Handll structures intake, keeps broker follow-up on a cadence and surfaces renewals in time.

Book a discovery sessionSee where the hours go

Where the hours go

Three places the work piles up.

  1. 01Manual submission intake

    Broker submissions arrive in many formats and are retyped before review.

    Queue: manual submission intakeSample

    5

    formats one broker submission arrives in

    • Submission, Harbor BrokerageACORD PDF plus an emailRetyped
    • Submission, Lane and CoSpreadsheet attachmentRetyped
    • Submission, WestfieldLoss runs sent as photosIn a queue

  2. 02Uneven broker follow-up

    Producing brokers get attention; quiet ones drift away.

    Queue: uneven broker follow-upSample

    34

    brokers with no touch in 90 days

    • Broker, Pine Street AgencyQuiet since springDrifting
    • Broker, Coastal RiskTwo submissions last yearDrifting
    • Broker, North RidgeReply waiting in a shared inboxUnrouted

  3. 03Renewals found late

    Upcoming renewals are found by hand instead of surfaced in time.

    Queue: renewals found lateSample

    days22days

    notice on the last renewal found

    • Renewal, program book 12Found by handLate
    • Renewal, contractor GLExpires next monthLate
    • Renewal, habitationalThe broker asked firstLate

What we build

What we build for MGAs.

Each system is engineered to your process, then tested, human-reviewed and signed off before it ships.

  1. 01

    Service 03

    Data Interpretation & Enrichment

    Submissions turned into structured records the team can review faster.

    • Calls and emails turned into structured notes
    • Missing details filled from approved sources
    • Viable deals flagged through Opportunity Surfacing

  2. 02

    Service 02

    Outreach & Lead Generation Automation

    Broker follow-up on a defined cadence, replies routed to a named underwriter.

    • Email-first sequences with every touch on the record
    • Messages segmented and personalized by sub-vertical
    • Replies routed to a named owner

  3. 03

    Service 01

    Custom CRM & Workflow Systems

    Renewal pipelines built around the MGA's own process.

    • Pipelines and stages that match the real process
    • One record of every contact, message and task
    • Integration with an existing CRM, agency management or loan origination system

Before and after

The same week, handled.

6/6

items handled
Before: waiting on someoneSample
  • 01 Manual submission intakeSubmission, Harbor BrokerageACORD PDF plus an emailRetyped
  • 01 Manual submission intakeSubmission, Lane and CoSpreadsheet attachmentRetyped
  • 02 Uneven broker follow-upBroker, Pine Street AgencyQuiet since springDrifting
  • 02 Uneven broker follow-upBroker, Coastal RiskTwo submissions last yearDrifting
  • 03 Renewals found lateRenewal, program book 12Found by handLate
  • 03 Renewals found lateRenewal, contractor GLExpires next monthLate
After: handled by the system, owned by a personSample
  • 01 Manual submission intakeSubmission, Harbor BrokerageACORD PDF plus an emailStructured
  • 01 Manual submission intakeSubmission, Lane and CoSpreadsheet attachmentStructured
  • 02 Uneven broker follow-upBroker, Pine Street AgencyQuiet since springOn cadence
  • 02 Uneven broker follow-upBroker, Coastal RiskTwo submissions last yearOn cadence
  • 03 Renewals found lateRenewal, program book 12Found by handSurfaced at 90 days
  • 03 Renewals found lateRenewal, contractor GLExpires next monthSurfaced at 90 days

Compliance

How compliance is handled.

Handll does not bind coverage or provide insurance advice. Underwriting decisions stay with licensed people.

Trust, compliance and security
  • Provide insurance adviceNever
  • Bind coverageNever
  • Tie fees to commissionsNever
  • Leave licensed work with licensed peopleAlways
  • Opt-outs honored across every channelAlways

Handll systems support, and never replace, licensed client personnel. Handll does not provide insurance advice, bind coverage, take mortgage loan applications, or negotiate loan terms, and its fees are never contingent on or calculated from commissions or loan closings.

Start here

Start with where the hours go.

Your quiet brokers are a pipeline you already own. We keep them on a cadence.

Book a discovery sessionTry the Compression Point Calculator

No pricing before we hear the scope. A partner replies the same business day.

Next industry, Everyone elseOther businesses moving to AI