---
description: Learn how MGA Connect can help your business. GetApp provides users in South Africa with the most detailed information on software tools, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: MGA Connect Reviews, Prices & Ratings | GetApp South Africa 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/230/crm/software) > [MGA Connect](/software/2382442/mga-connect)

# MGA Connect

Canonical: https://www.getapp.za.com/software/2382442/mga-connect

> Cloud-based, Salesforce-native policy administration and underwriting platform for MGAs, covering submissions, quoting, binding, and.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Key benefits of MGA Connect

\* Scales book of business without proportional headcount increases by automating renewals, endorsements, document generation, and data logging across the full policy lifecycle.&#10;\* Reduces manual submission processing time through AI-powered intake and triage that reads, classifies, and enriches inbound submissions, surfaces priority risks, and flags incomplete applications before underwriter review.&#10;\* Eliminates month-end reconciliation effort through a single normalized data model shared across underwriting, policy administration, billing, and bordereaux — all figures derive from one allocation defined at bind.&#10;\* Delivers real-time portfolio visibility (GWP, loss ratios, capacity utilization, binding activity) rather than month-end snapshots, giving MGA leadership current data for decision-making.&#10;\* Improves broker relationships through faster quote turnaround, instant submission acknowledgment, real-time status updates, and an optional branded broker portal where brokers submit business and track quotes, policies, and renewals.&#10;\* Maintains a full audit trail across all policy transactions and capacity movements, supporting carrier reporting, compliance obligations, and M\&amp;A readiness.&#10;\* Connects existing tools — rating engines, finance systems, document management platforms, claims systems, and eSign platforms — via API rather than replacing them, preserving existing infrastructure investment.&#10;\* Supports four rating routes (native Salesforce build, external API call, Excel model upload, or manual entry) with rating logic versioned by effective date and stored against each quote for audit purposes.&#10;\* Automates bordereaux generation in Lloyd's-standard format at policy issuance, split by binder section, risk code, and territory, with all downstream figures derived from a single carrier and panel allocation.&#10;\* Tracks broker performance (submission volume, bind ratios, GWP) in real time with a relationship activity log capturing every interaction, giving distribution teams current data on broker productivity.&#10;\* Generates policy documents, binders, certificates, endorsement forms, and dec pages automatically at bind and on mid-term changes, with eSign requests triggered automatically and completed documents stored against the policy record.&#10;\* Captures claims against the policy record via manual entry, CSV import, or API push, with live loss ratios calculated against policy premium and drawn from the same data model as underwriting and bordereaux reporting.&#10;\* Supports installment schedules from 1 to 60 installments (flat, monthly, or quarterly) with premium, commission, and carrier remittance split by carrier, currency, and installment and passed directly to the finance system.&#10;\* Provides bring-your-own-model AI support with no preferred AI partner or lock-in, allowing connection of models suited to specific use cases, risk tolerance, and carrier requirements, with data stored in normalized objects rather than JSON blobs.

## About the vendor

- **Company**: Azur Technology

## Commercial Context

- **Target Audience**: 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Available Countries**: United Kingdom, United States

## Features

- Contact Management
- Interaction Tracking
- Lead Management

## Category

- [CRM Software](https://www.getapp.za.com/directory/230/crm/software)

## Links

- [View on GetApp](https://www.getapp.za.com/software/2382442/mga-connect)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/mga-connect/> |
| en-AE | <https://www.getapp.ae/software/2382442/mga-connect> |
| en-AU | <https://www.getapp.com.au/software/2382442/mga-connect> |
| en-CA | <https://www.getapp.ca/software/2382442/mga-connect> |
| en-GB | <https://www.getapp.co.uk/software/2382442/mga-connect> |
| en-IE | <https://www.getapp.ie/software/2382442/mga-connect> |
| en-NZ | <https://www.getapp.co.nz/software/2382442/mga-connect> |
| en-SG | <https://www.getapp.sg/software/2382442/mga-connect> |
| en-ZA | <https://www.getapp.za.com/software/2382442/mga-connect> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Review, Compare and Evaluate small business software. GetApp South Africa has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.za.com","url":"https://www.getapp.za.com/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@id":"https://www.getapp.za.com/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"MGA Connect","description":"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.\n\nThe 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.\n\nDesigned 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.","image":"https://images.g2crowd.com/display-layer-screenshots/2162604/7b084b093ed526315d438454601b894cdbe0755d6a035f9f76eb96bce06e348c.png","url":"https://www.getapp.za.com/software/2382442/mga-connect","@id":"https://www.getapp.za.com/software/2382442/mga-connect#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.za.com/#organization"},"operatingSystem":"Cloud"},{"@id":"https://www.getapp.za.com/software/2382442/mga-connect#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"CRM Software","position":2,"item":"/directory/230/crm/software","@type":"ListItem"},{"name":"MGA Connect","position":3,"item":"/software/2382442/mga-connect","@type":"ListItem"}]}]}
</script>
