product

MGA / TPA Administration System

What Is It?

It allows Managing General Agent (MGA) and Third-Party Administrator (TPA) to administer the quotations, billing, policy administration, client enquiry and claims under a special arrangement with an insurance company.

System Dashboard · MGA / TPA Administration

MGA/TPA Administration System Dashboard

Key Functions & Features

📋 Full-Cycle Policy Handling

Handles quotation, billing, policy administration, client management and claims on behalf of the principal — all in one integrated workspace.

🔄 Data Exchange with Principal

Data will be exchanged to the principal insurer automatically, keeping both sides synchronised without manual reconciliation.

💰 Complex Commission & Fee Calculation

Handles complex commission or fee calculation structures, including tiered rates, overrides and special arrangements.

🔗 Seamless Life Module Integration

Works seamlessly with the Life Insurance Module, enabling a unified product and administration experience across business lines.

Business Value & ROI

While not a heavy-weight system, it handles all the tedious work of a MGA/TPA — so your team can focus on growth and client relationships instead of paperwork.