The MGA management system built in Canada, for today and tomorrow

Manage your products.Simplify your operations.Accelerate your growth.

Phoenix MGA brings your products, rating, partner brokers, submissions and volumes together on one secure platform, with built-in CSIO and Clara, our artificial intelligence.

Book my demo See what changes

30 minutes, no commitment, with an expert who knows MGAs.

An MGA employee welcoming a client at the office

Product configuratorHome — owner-occupied

Version 3

CoveragesDeductiblesWordingsInsurersTiersDocuments

Building650 000 $

Contents130 000 $

Liability2 000 000 $

Deductible1 000 $

Co-insuranceInsurer A · 60%Insurer B · 40%

✓ Check 8/8Launch

Built for Canadian MGAs

Secure and hosted in Canada

Compliant with Quebec’s Law 25

A local team by your side

A property and casualty MGA team at work

Real people, ready to listen

Local people, for local MGAs

Phoenix MGA is built in Candiac, Quebec, by a team that speaks your language — the language of insurance, in English and in French. Behind every screen, there is someone ready to answer you.

The Phoenix team — Candiac, Quebec

Sound familiar?

Your MGA deserves better than spreadsheets and emails.

Every product, broker and insurer adds a layer of manual work. Phoenix MGA removes it.

TodayWith Phoenix MGA

Rating tables in Excel files nobody dares to touch.

Centralized, versioned rating rules applied automatically.

Broker submissions scattered across emails, PDFs and phone calls.

One broker portal, with clear tracking of every submission.

Insurer transactions re-keyed by hand, with the errors that follow.

Built-in CSIO: new business, endorsements and cancellations imported directly.

Volume and commission reports built by hand at every month-end.

Volumes and commissions up to date in real time, ready to present.

Everything to run and grow your MGA

Features designed for how you really work.

See them in a demo

Product managementProducts, coverages, forms and underwriting criteria.

Rating rulesRates, business rules and custom scenarios.

SubmissionsA fast, flexible process for your brokers.

Brokers and partnersA dedicated portal and fine-grained access control.

Policies and renewalsFull tracking of the policy lifecycle.

CommissionsFlexible rules and detailed statements per broker.

Reports and analyticsA clear, up-to-date view of your performance.

Compliance and auditControls, documentation and a complete history.

Connected to the industry

CSIO / EDI

Built in and optimized for MGAs.

Import new policies, renewals, endorsements and cancellations directly into Phoenix MGA. Fewer errors, less re-keying, reliable data.

Automatic processing of insurer files
Smart matching to products and brokers
Validation and exception handling
Volumes and reports updated in real time

CSIO

The industry standard, built into your growth.

Today’s CSIO transactions

Synced

Type	Insurer	Product	Status	Time
New business	Intact	Commercial	✓ Processed	9:42 a.m.
Renewal	Beneva	Home	✓ Processed	9:40 a.m.
Endorsement	Aviva	Business	✓ Processed	9:31 a.m.
Cancellation	RSA	Auto	To review	9:18 a.m.
New business	Promutuel	Home	✓ Processed	9:05 a.m.

42transactions received today

41processed automatically

1exception to review

Clara AI, your everyday ally

The intelligence that powers your MGA.

Clara is built into Phoenix MGA: document analysis, submission summaries, drafting and quick answers. An AI designed to understand how a managing general agency really works.

Analysis and summaries of submissions and documents
Drafting emails and communications
Smart search across your products and rules
Help with rating and scenarios
In plain language, in English and French

Clara AIAlways here to help

Analyze this submission.

Submission 90% complete. Two items to resolve before rating:

proof of roof renovation is missing;
replacement cost exceeds the product’s limit.

Which product fits best?

The High-value home product covers this risk with no exceptions. Shall I draft the reply to the broker?

Summarize this document.Draft a reply for the broker.

Compliance and control

A complete audit module.

Ensure the quality and compliance of your operations with automated audits tailored to industry and regulatory requirements (AMF).

Customizable checklists
Detection of missing items
Tracking of fixes and full history
Reports ready for your inspections

Submission audit 95% compliant

Item checked	Status
Broker information	Complete
Application form	Complete
Required documents	Missing
Rule validation	Complete
Rating rationale	Complete
E-signature	Complete

Be ready at all times.

Reduce your risks and demonstrate rigorous, compliant management.

Built around your network

A solution that adapts to your distribution.

Independent brokers, banner member brokerages or direct partners: Phoenix MGA adapts to your processes and your business model.

Flexible, multi-product structure
Custom access and permissions
Processes tailored to your network
Grows with your needs

Powerful integrations

CSIO and much more.

Phoenix MGA connects to your tools and to industry standards for a frictionless workflow.

CSIOInsurer data exchange

Office 365Email, calendar and documents

OneSpanE-signature

StripeOnline payments

voip.msTelephony

Open APIConnect your distribution partners

How we get started

From demo to go-live, we are with you.

Demo

30 minutes with an expert, on your own cases: your products, your brokers, your insurers.

Configuration

We set up your products, rating rules and access with you.

Data migration

Your policies, brokers and history are imported and checked before go-live.

Go-live and training

Your team is trained and supported by a local team, in English or French.

Start with the demo

Your questions

What people ask us before getting started.

Another question? Ask it in the form or during the demo.

How long does it take to get started?

Mostly on the number of products and rules to configure. We set the timeline together right from the demo, with clear steps.

Can you migrate our current data?

Yes. We import your policies, brokers, products and history from your current system, then compare source and destination before go-live.

Where is our data hosted?

In Canada, on a platform designed to comply with Quebec’s Law 25.

Does it work with our insurers?

Phoenix MGA processes CSIO transactions, the industry standard used by the major property and casualty insurers in Canada.

How is Phoenix MGA priced?

It depends on the number of users and the modules you choose. We present a clear proposal after the demo, with no commitment.

Do our brokers need to install anything?

No. The broker portal runs in the browser, on desktop and mobile.

Ready to take your MGA to the next level?

In 30 minutes, see how Phoenix MGA can simplify your operations, grow your volumes and support your growth.

A demo based on your own cases
No commitment
Online, at a time that suits you
With an expert who knows MGAs

Book your demo

An expert will get back to you quickly to set a time.