MGA Connect - 2026 Pricing, Features, Reviews & Alternatives

Built natively on Salesforce, this cloud-based platform delivers end-to-end policy administration and underwriting capabilities for managing general agents (MGAs) and specialty insurers. The platform covers the full policy lifecycle, including submissions, quoting, binding, endorsements, renewals, and reporting, all within a unified environment. Configuration options support multiple lines of business, rating structures, and document generation workflows without requiring custom code.

The platform extends Salesforce's CRM infrastructure to connect underwriting, distribution, and operations teams on a single data model. This architecture gives organizations access to Salesforce's native reporting, automation, and integration ecosystem alongside core insurance functionality. Role-based access controls, audit trails, and compliance-oriented workflow tools support operational governance across teams of varying size and complexity.

Designed for MGAs operating in specialty and excess-and-surplus markets, the platform scales from program launch to high-volume policy processing. Pre-built integrations with third-party data providers, payment processors, and reinsurance systems reduce manual data handling. Configurable dashboards and analytics give underwriting and operations leaders visibility into submission flow, loss ratios, and portfolio performance in real time.