MGA software questions, answered.

Facio is purpose-built for Property & Casualty MGAs, Lloyd's Coverholders, and other delegated-authority underwriters that need fast product launches, rock-solid compliance, and cloud-native scale.

An MGA policy administration system should connect product configuration, rating, underwriting and referrals, quote-to-bind, policy servicing, documents, premium and claims transactions, integrations, and carrier reporting. It should preserve version history and authority evidence across the full policy lifecycle.

Start with your operating model, binders, products, territories, channels, delegated authorities, and reporting obligations. Then run a representative risk through the complete lifecycle and test product change, referrals, bordereaux, integrations, migration, governance, and three-year operating cost.

A coverholder management platform turns binder and delegated-authority requirements into operating workflows. It should control eligibility, authority, referrals, policy transactions, premium and claims records, bordereaux, reconciliation, permissions, and audit evidence.

Choose Basic, Standard, or Premium. Compare the features, pick the fit for your workflow, and scale as your operation grows. Book a demo to see which plan works best for you.

Yes. Bordereaux formats, authority thresholds, audit trails, and digital policy numbering all map directly to Lloyd's Delegated Authority requirements.

Your data stays protected with encryption, multi-factor authentication, role-based access, and time-stamped events. You get secure access and audit-ready records.

Yes. Use the low-code Product Builder to adjust rating, clauses, COIs, and wording yourself—fast, flexible, and code-free.

Enter your desired portfolio loss ratio; Facio's browser-native engine recalculates premiums in real time to meet that profitability goal across layers and territories.

ACH, credit/debit cards, split payments, and installment schedules. Premium posts to the ledger instantly after a policy is bound.

Yes. You can connect Facio with REST/JSON APIs and webhooks. Link accounting, claims, enrichment, and analytics tools—fast, clean, and without vendor lock-in.

Launch your first product in under 60 days with Facio. Experience fast data migration, smooth workflow setup, and complete user training—effortlessly.

Give your customers a branded portal to view policies, download COIs, and upload documents. Keep service moving without extra back-and-forth.

Yes. Build reports from live policy data, export the formats you need, and keep bordereaux aligned with delegated authority requirements. Less manual work. Faster submissions.

Well-designed MGA software generates carrier outputs from validated policy, premium, claims, and cash transactions. Each reported row should remain traceable to its source events, binder and carrier participation, reporting period, approval, and any later correction or resubmission.

Yes. Set role-based access, route approvals, and track every change in a clear audit trail. Keep control tight, visibility high, and compliance ready.

It lets AI assistants discover approved Facio services, configure workflows, and carry out governed actions through MCP. Use it to move faster without giving up oversight.

Map the data, clean the records, then move in controlled stages. Facio supports structured imports, validation checks, and guided cutover, so you can switch with speed and keep control.

Pricing may be based on users, policies, transactions, premium volume, modules, or a negotiated subscription. Compare the full three-year cost, including licences, implementation, data migration, integrations, environments, reporting, support, product changes, and internal operating effort.