MGA policy administration that runs itself.
Soldek automates MGA policy administration from first submission to renewal — quotes, binds, endorsements, documents and invoicing handled automatically so your underwriting team focuses on the risks that matter.
In the platform
- Quote & bind
- Policy endorsements
- Automated renewals
- Document generation
- Premium invoicing
- Full audit trail
MGA policy administration software that handles the full lifecycle
Policy administration is the operational core of every MGA: quoting and binding, documenting each risk, processing endorsements mid-term, chasing renewals, raising invoices and keeping records straight. For most MGAs, large parts of this still happen in email threads, spreadsheets and shared drives.
Soldek replaces all of that. Every step of the policy lifecycle — from the first submission to the renewal bordereau — runs on one platform. Documents are generated automatically, invoices are raised on binding, and the whole book is visible in real time.
- Automate quotes, binds, endorsements and renewals in one system
- Documents and invoices generated without manual effort
- Real-time view of the full live book
- Full compliance audit trail on every policy
MGA policy administration,
all in one platform.
Quote & bind
Auto-rate every submission against your product rules and bind straight from the platform — documents issued in seconds.
Endorsements
Mid-term changes processed with premium adjustments, new documents and an updated audit trail.
Renewal management
Automatic renewal quotes at expiry, with flagging for risks needing underwriter review.
Document generation
Policy schedule, certificate, terms and invoice generated automatically in your branded template.
Premium invoicing
Invoices raised automatically on bind — premium, brokerage, commission and tax calculated and reconciled.
Audit trail
Every action on every policy logged, timestamped and attributed — ready for compliance and carrier audit.
MGA policy administration,
answered.
What is MGA policy administration software?
MGA policy administration software automates the operational management of an MGA's policy book: quoting and binding risks, processing mid-term endorsements, handling renewals, generating documents and invoices, and maintaining a full audit trail. Soldek provides all of this in one AI-native platform.
Does Soldek handle endorsements and mid-term changes?
Yes. Mid-term endorsements are processed through the platform with automatic premium adjustment calculations, updated policy documents and a full change history on the policy record.
How does Soldek handle policy renewals?
Soldek automatically generates renewal quotes at policy expiry based on the original terms and any rate changes you've applied. Underwriters can review, adjust and bind, or set the platform to auto-renew straightforward risks.
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See Soldek
on your own book.
A 30-minute walkthrough of MGA policy administration on your products, your binders and your numbers.