01
Automated Websites & Funnels
A portal brokers can actually use
- Scheme and appetite pages
- Structured submission forms
- Broker portal access
- Document and wording library
AI automation for mgas & specialist lines
Run schemes at scale without losing control of the data.
Submission intake, binder compliance, bordereaux automation, and scheme reporting — built for MGAs and specialist insurers.
−65%
Bordereaux prep
100%
Binder compliance evidence
<24 hrs
Submission response
Typical results across mgas & specialist lines we've automated. Your numbers come from your audit.
✦Sound familiar?
What's quietly costing your MGA every week
Manual01
Submissions arrive as spreadsheets
Every broker sends a different format.
Repetitive02
Bordereaux prepared by hand
Monthly reporting consumes days.
Risk03
Binder compliance is hard to prove
Evidence assembled at audit time.
Blind04
Scheme performance is unclear
Loss ratios known long after the fact.
✦The fix
One connected system that runs the repetitive work for you
Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for mgas & specialist lines, monitored by us, owned by you.
1
Structured submission intake
Broker submissions captured in a consistent format and acknowledged instantly.
2
Bordereaux generated automatically
Premium and claims reporting produced from live data.
3
Binder evidence captured as you go
Delegated authority compliance recorded continuously.
4
Live scheme performance
Loss ratios and volumes visible per scheme and per broker.
✦Everything we automate
Everything we automate for a MGA like yours
Six connected systems, each built with the specifics for mgas & specialist lines.
02
Lead Capture & Instant Follow-up
Submissions answered within the day
- Instant acknowledgement
- Appetite and eligibility screening
- Underwriter routing
- Broker follow-up
03
AI Voice & Chat Agents
Broker calls handled
- Appetite and eligibility answers
- Submission status
- Wording and endorsement questions
- Escalation to underwriting
04
Workflow & Back-office Automation
Binder admin automated
- Bordereaux generation and validation
- Premium reconciliation
- Delegated authority evidence
- Renewal and cancellation processing
05
AI Customer Support Automation
Brokers who self-serve
- Appetite questions
- Submission and quote status
- Document retrieval
- Escalation to the underwriter
06
Data, Reporting & AI Assistants
See scheme economics
- Loss ratio by scheme and broker
- Submission-to-bind conversion
- Premium volume and mix
- Binder compliance status
✦Compare your options
Hire, outsource, or automate?
What actually changes for a MGA when enquiries, calls, and follow-up are automated.
| Doing it manually | Answering service / agency | CODEVGROW automation | |
|---|---|---|---|
| Speed of first reply | Hours, or next day | Message taken, callback later | ✓Under 60 seconds, 24/7 |
| After-hours & weekends | Voicemail | Message only | ✓Answers, books, escalates |
| Books the appointment / job | When staff are free | No | ✓Yes — live availability |
| Reminders & no-show recovery | Manual, inconsistent | No | ✓Automated, with waitlist fill |
| Follows up until booked | Rarely | No | ✓Multi-touch, stops on reply |
| Knows your services & pricing | Yes | Script only | ✓Trained on your business |
| Logs everything to your system | Sometimes | Email summary | ✓Every call, chat, and booking |
| Reporting | Spreadsheets | Call counts | ✓Live dashboard + AI assistant |
| Monthly cost | Salary + turnover | Per-minute fees | ✓Fixed, lower than one hire |
✦How it works
Live in weeks, not quarters
- 1
Free audit
45 minutes mapping how enquiries, calls, admin, and follow-up flow through your MGA today.
- 2
Ranked plan & fixed price
What to automate first, expected hours and revenue, and a fixed price — within 48 hours.
- 3
Build & soft launch
We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.
- 4
Run & improve
24/7 monitoring, weekly transcript reviews, and the next automation added each month.
Free discovery call
See exactly what we'd automate in your MGA — in 45 minutes
You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.
✦What owners say
Heard from mgas & specialist lines we work with
★★★★★
“Bordereaux went from days to an hour.”
★★★★★
“We can see scheme performance while we can still act on it.”
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Will policyholders know they're talking to an AI?
The assistant introduces itself as your MGA's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.
Is our data safe?
Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.
Does it work with the software we already use?
We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.
How long until it's live?
Most mgas & specialist lines are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.
What does it cost?
A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.
Other insurance businesses we automate
All insurance →Free automation audit for mgas & specialist lines · 45 min · ranked plan · fixed price
Free automation audit for mgas & specialist lines
Book free audit →