Managing general agent software for the full policy lifecycle.
Soldek is managing general agent software that replaces spreadsheets, email threads and legacy tools with one automated platform — from product design to the bordereau you send your capacity provider.
In the platform
- MGA product builder
- Submission & underwriting
- Quote, bind & policy admin
- Invoicing & accounting
- Bordereaux automation
- Claims & analytics
Managing general agent software that runs your entire operation
A managing general agent needs software that covers everything: building products under its binding authority, distributing through brokers, underwriting and binding risks, administering the policy book, invoicing, producing bordereaux and managing claims. Most MGAs still patch that together with Office 365 and spreadsheets.
Soldek is managing general agent software that brings the whole operation into one place. Every submission, policy, invoice and claim lives in the platform, and the routine work — pricing, documents, invoicing, bordereaux — happens automatically. Your team focuses on the decisions that require judgment.
- Replace Office 365 + spreadsheets with one automated MGA platform
- Run quoting, binding, invoicing and bordereaux without rekeying
- Get data structured from day one — ready for AI and compliance
- Scale from a single binder to a full multi-product operation
Managing general agent software,
all in one platform.
MGA product builder
Design and launch any product under your binding authority — fields, rates, rules — no developers.
Distribution & broker portal
Brokers submit through a branded portal. You see every submission, live, with AI underwriting advice.
Quote, bind & admin
Price, issue, endorse and renew policies automatically across the full lifecycle.
Invoicing & accounting
Premium, brokerage and commission invoiced automatically with figures that always reconcile.
Bordereaux automation
Premium and claims bordereaux generated and submitted to capacity without month-end manual work.
Claims & reporting
Claims linked to every policy, loss ratios live, full audit trail for compliance.
Managing general agent software,
answered.
What software do managing general agents use?
Managing general agents typically need software for product configuration, underwriting and quoting, policy administration, invoicing, bordereaux reporting to capacity providers, and claims management. Historically MGAs have used spreadsheets, legacy tools or stitched together multiple systems. Soldek replaces all of that with one automated, AI-native platform.
How is Soldek different from general insurance software?
Soldek is designed specifically for managing general agents operating under delegated authority. It handles the MGA-specific requirements: configurable products, binder management, capacity-side bordereaux, and the multi-broker distribution model — not just policy admin.
Can Soldek replace our existing MGA spreadsheets and manual processes?
Yes. Soldek is designed to replace the manual spreadsheet-and-email workflows most MGAs run today. Quoting, binding, invoicing, documents and bordereaux are all automated — so your team's time goes on underwriting decisions, not data entry.
Related solutions
See Soldek
on your own book.
A 30-minute walkthrough of managing general agent software on your products, your binders and your numbers.