MGA Products

Custom Software's The Underwriter's Workstation (TUW) offers a full system with accounting, quoting, issuance, claims management, and reporting all in one integrated package to address the needs of an MGA office.

The features and benefits include the following:

• Full Accounting functions with EFT capabilities

• Quoting

• Full Customer Relationship Management, including

  • Client folder maintenance

  • Integrated Email

  • Word processing

  • Claims management

• New, Renewal, and Endorsement Policy Issuance

• Subscription Policy Issuance, Billing, and Reporting

• Policy Number management

• Customization for Underwriter Authority levels

• Bordereaux completion as simple as running a report, and no more data entry!

If you'd like to read more about what makes our products unique in the industry, click here.

To learn more about The Underwriter's Workstation, request more information.