Channel onboarding
Support the operational steps involved in bringing distribution partners online.
Connect the moving parts of your MGA.
Build an operating approach for your managing general agent business, bringing channel launch, day-to-day administration and reconciliation into a coordinated workflow.
Discuss your requirementsBuilt for the work
you do every day.
A clear view of the capabilities that can support your business.
Business administration
Define the workflows your teams need to manage across channels.
Reconciliation
Connect transaction records with reconciliation and settlement activities.
A scoped implementation
Agree carrier interfaces, authority boundaries and local requirements before implementation.
A connected workflow
Every step has a place.
- 01
Define operating scope
- 02
Onboard channels
- 03
Manage activity
- 04
Reconcile & settle
Available modules, carrier connections, data hosting and local requirements are agreed for each project. WiseFin provides technology; regulated insurance activities remain with the appropriate licensed institutions.
Let’s build your
next chapter.
Tell us where you want to take your insurance business. Let’s explore how the right technology can help.
Talk to our team