HELP - Looking for MGA software
Posted: Tue Oct 21, 2014 5:03 pm
I'm an MGA in San Diego. My clients are Real Estate Professionals. Agents, Brokers, Mortgage Brokers, Appraisers etc. for E&O.
We have the pen for a few carriers as well we sell direct via the web, direct via internal telesales and externally via producers.
We are currently using a SQL/VB6 application with a small web front end for some small transactions.
We are looking for a cloud based system that will allow quote\bind\print online for our clients as well as allow my internal sales staff to customize quotes for larger clients.
The policy management system needs to be robust while having a great mobile optimized client platform. We have also found that we are quite niche as regards our rating and payment plans and need something that can be customized reasonably quickly and cost effective.
Im open to any and all suggestions. I've been scouring all boards, Google, etc. and am looking for any lead i can find.
Thanks for your input.
We have the pen for a few carriers as well we sell direct via the web, direct via internal telesales and externally via producers.
We are currently using a SQL/VB6 application with a small web front end for some small transactions.
We are looking for a cloud based system that will allow quote\bind\print online for our clients as well as allow my internal sales staff to customize quotes for larger clients.
The policy management system needs to be robust while having a great mobile optimized client platform. We have also found that we are quite niche as regards our rating and payment plans and need something that can be customized reasonably quickly and cost effective.
Im open to any and all suggestions. I've been scouring all boards, Google, etc. and am looking for any lead i can find.
Thanks for your input.