Underwriting
Underwriting.A clear, fast, compliant process.
Receive submissions online, assess risks, validate against your rules and decide with confidence.
- Customizable workflow
- Approval rules by product and by amount
- Complete history tracking
- E-signature
The journey
From the broker’s submission to the issued policy
1ReceiptThe broker submits online, with their documents.
2AnalysisClara summarizes the file and flags what’s missing.
3DecisionThe underwriter approves, declines or sets conditions.
4IssuanceThe policy is issued and the broker is notified.
Real people, ready to listen
Faster answers for your brokers
A broker who gets a quick answer is a broker who comes back. Phoenix MGA helps you say yes — or no — faster, and better.
The Phoenix team — Candiac, Quebec
Ready to see Phoenix MGA in action?
See the complete process on your own products.
Your products, your brokers, your insurers: an expert who knows MGAs shows you what changes, with no commitment.
