Your questions, our answers
Frequently asked questions.
Answers to the most frequent questions about Phoenix MGA, its features, implementation and support.
How long does implementation take?
Mostly on the number of products and rules to configure. We set the timeline together right from the demo, with clear steps: configuration, data migration, training and go-live.
Can we create several products?
Yes. Each product has its own coverages, forms, underwriting criteria and rating rules.
Can we have our own rating?
Yes. Your rating rules are configured with your factors, rate tables and territories, then applied the same way everywhere.
How does Clara AI work?
Clara is built into the platform. She summarizes files, checks submissions against your rules, flags missing items and helps draft your communications. Decisions stay in your team’s hands.
Does Phoenix MGA meet AMF requirements?
The audit module helps you document your files’ compliance: checklists, missing items, history of fixes and inspection reports. Compliance remains your organization’s responsibility, and Phoenix gives you the tools to demonstrate it.
Can we connect our partners through the API?
Yes. The API lets you connect your portals, your systems and your partners’ systems. We review your integration project with you.
What types of claims can be managed?
Claims linked to policies issued under your products, from opening to closing: documents, notes, reserves, payments and communications.
Where is our data hosted?
In Canada, on a platform designed to comply with Quebec’s Law 25.
Do you offer support?
Yes. A local team supports you in English and French, from configuration to training, and then day to day.
Have another question? Our team is here to answer.
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The Phoenix team — Candiac, Quebec
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