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Online rating

Online rating.Powerful rules, total flexibility.

Create and manage dynamic rating rules tailored to your products and your market. No more Excel tables nobody dares to touch.

  • Custom rules per product
  • Fixed and variable factors
  • Rate tables
  • Multiple scenarios
  • Real-time simulation
  • Territory management
  • Adjustments and exceptions

From rate to policy

Your rules, applied the same way everywhere

The same rule serves the broker portal, your underwriters and your reports: one rate, one source of truth.

VersionedEvery rule change is dated. A policy keeps the rate in force when it was written.
Tested before publishingSimulate the effect of a change on real files before putting it live.
Shared with your brokersYour brokers get a reliable price right in their portal.
An underwriter adjusting a product’s rating

Real people, ready to listen

Accurate numbers, confident decisions

When rating is clear to everyone, brokers trust you and your underwriters sleep better.

The Phoenix team — Candiac, Quebec

Ready to see Phoenix MGA in action?

See how your rules can be put into practice.

Your products, your brokers, your insurers: an expert who knows MGAs shows you what changes, with no commitment.

Book a demo
Book a demo
The Phoenix team meeting with a managing general agent

Talk to a real person, not a robot.

Someone from the Phoenix team in Candiac answers you, in English or French. They know how managing general agents work and take the time to understand yours.