Carrier-ready MGA submissions
Deals that took six months
now close in six weeks.
Elevate is the shared workspace where MGAs prepare carrier-ready submissions and carriers review them in days, not quarters.
Designed for the workbooks carriers like these use
Two paths from the same starting line
MGA decides to launch a new program. Then what?
The way it works today
Diligence checklist — 70 items required
Attached the workbook. Reply-all preferred.
RE: Diligence checklist — items 1-12 attached
First batch attached. More to follow.
RE: RE: Missing TPA agreement, loss runs — please advise
Still outstanding. ETA?
🔔 Reminder: TPA agreement
Just bumping — still waiting.
RE: 🔔 Reminder: TPA agreement
With legal — sending tomorrow.
RE: Loss triangles — wrong format
Can we get the underlying xlsx?
🔔 Friendly reminder: 4 items still open
Following up — loss triangles, claims bordereaux, rate filing, TPA agreement.
FW: Friendly reminder — +legal
Looping you in on the treaty schedule.
🔔 Bumping: still waiting
It's been a week — any update?
RE: RE: RE: Loss triangles — corrected
Re-attached with corrected format.
New reviewer — re-reviewing items 1-30
Taking over from Sam. Walk-through?
🔔 Reminder: walk-through call
Following up on the call request.
RE: New reviewer — full context attached
Forwarding all prior threads.
🔔 Still need: loss triangles, claims bordereaux
Apologies — still don't have these.
🔔🔔 ESCALATION: term sheet held
Cannot release a term sheet without these.
RE: TPA agreement — markup attached
Three redlines on indemnity. Please review.
RE: RE: TPA agreement — counter on indemnity
Counter-proposal in v4. Track changes on.
🔔 Reminder: loss triangles still open
Sixth ping — actuarial team is blocked.
FW: Loss triangles — looping in our actuary
Adding Priya for context on triangle methodology.
RE: Loss triangles — questions on dev factors
Selection rationale unclear past AY 2019.
New: BSA/AML attestation needed
Adding to the diligence list — required by legal.
🔔 Bumping again — TPA, loss runs, triangles
Eighth follow-up. We are running out of runway.
RE: All open items — consolidated tracker
Trying to wrangle this in one place. PDF attached.
RE: PDF tracker — versions diverging
Mine shows 4 open, yours shows 6. Which is current?
RE: RE: Tracker — v8 is canonical
Everyone delete v6 and v7. Sorry for the noise.
🔔 Friendly bump — quarter close
Need a status by Friday or this slips again.
FW: Quarter close — what is our exposure?
CFO asking. Can we land this before EOQ?
New reviewer — Sam left the team
Will be re-reading from the top. Bear with us.
🔔 Reminder: full context handoff call
Need 60 minutes to walk the new reviewer through.
RE: Handoff — slides + recording attached
Recording from last walkthrough. 47 minutes.
🔔🔔 Final notice: term sheet held
Cannot proceed without TPA agreement, loss triangles, AML attestation closed.
RE: Final notice — pulling all-hands tomorrow
War-rooming this. Will report back EOD Tuesday.
With Elevate
- 1.01 Operating model
- 1.02 Org chart
- 2.01 Licensing schedule
- 3.04 TPA agreement
- 5.01 UW guidelines
- 6.05 Loss triangles
Submission readiness
Two paths from the same starting line
MGA launches a new program. Then what?
Today
Diligence checklist — 70 items required
Attached the workbook. Reply-all preferred.
RE: Diligence checklist — items 1-12 attached
First batch attached. More to follow.
RE: RE: Missing TPA agreement, loss runs — please advise
Still outstanding. ETA?
🔔 Reminder: TPA agreement
Just bumping — still waiting.
RE: 🔔 Reminder: TPA agreement
With legal — sending tomorrow.
RE: Loss triangles — wrong format
Can we get the underlying xlsx?
🔔 Friendly reminder: 4 items still open
Following up — loss triangles, claims bordereaux, rate filing, TPA agreement.
FW: Friendly reminder — +legal
Looping you in on the treaty schedule.
🔔 Bumping: still waiting
It's been a week — any update?
RE: RE: RE: Loss triangles — corrected
Re-attached with corrected format.
New reviewer — re-reviewing items 1-30
Taking over from Sam. Walk-through?
🔔 Reminder: walk-through call
Following up on the call request.
RE: New reviewer — full context attached
Forwarding all prior threads.
🔔 Still need: loss triangles, claims bordereaux
Apologies — still don't have these.
🔔🔔 ESCALATION: term sheet held
Cannot release a term sheet without these.
RE: TPA agreement — markup attached
Three redlines on indemnity. Please review.
RE: RE: TPA agreement — counter on indemnity
Counter-proposal in v4. Track changes on.
🔔 Reminder: loss triangles still open
Sixth ping — actuarial team is blocked.
FW: Loss triangles — looping in our actuary
Adding Priya for context on triangle methodology.
RE: Loss triangles — questions on dev factors
Selection rationale unclear past AY 2019.
New: BSA/AML attestation needed
Adding to the diligence list — required by legal.
🔔 Bumping again — TPA, loss runs, triangles
Eighth follow-up. We are running out of runway.
RE: All open items — consolidated tracker
Trying to wrangle this in one place. PDF attached.
RE: PDF tracker — versions diverging
Mine shows 4 open, yours shows 6. Which is current?
RE: RE: Tracker — v8 is canonical
Everyone delete v6 and v7. Sorry for the noise.
🔔 Friendly bump — quarter close
Need a status by Friday or this slips again.
FW: Quarter close — what is our exposure?
CFO asking. Can we land this before EOQ?
New reviewer — Sam left the team
Will be re-reading from the top. Bear with us.
🔔 Reminder: full context handoff call
Need 60 minutes to walk the new reviewer through.
RE: Handoff — slides + recording attached
Recording from last walkthrough. 47 minutes.
🔔🔔 Final notice: term sheet held
Cannot proceed without TPA agreement, loss triangles, AML attestation closed.
RE: Final notice — pulling all-hands tomorrow
War-rooming this. Will report back EOD Tuesday.
Reply-all chain. Reminders pile up. Term sheet on hold.
With Elevate
- ✓ 1.01 Operating model
- ✓ 1.02 Org chart
- ✓ 2.01 Licensing schedule
- ✓ 3.04 TPA agreement
- ✓ 5.01 UW guidelines
- ✓ 6.05 Loss triangles
Signed off · Wk 6
Bind authority live.
Submission packaged in days. Carrier countersigns Wk 6.
Premium · Today
$0
Premium · Elevate
$1.46M
16 weeks faster.
Premium written by week 12 instead of week 24+. That's one full quarter of revenue your competitors don't have.
How it works
Three steps to a faster close.
MGA submits
Complete the guided wizard and upload supporting docs to your data room.
Carrier reviews
Each function — underwriting, claims, compliance — reviews and signs off independently.
Deal closes
Decision memo, implementation timeline, and binding — all in one place.
The shared workflow
The same record. Two views.
Every diligence item is one object in Elevate. The MGA sees what to provide and how. The carrier sees what's been provided and what's still open. They're working against the same record.
MGA sees
3.04 · High priority
Claims TPA service agreement
Why this matters
Carriers need to understand who is touching their claims dollars and under what authority.
Sample strong answer
"Executed agreement with [TPA] dated [date], including authority limits..."
Carrier sees
3.04 · Accepted ✓
Claims TPA service agreement
Reviewer notes
TPA authority capped at $50k per claim. Aligned with our retention.
Q&A
2 questions, both resolved.
Built on the workbook, not invented in a sprint
0+ items.
Six categories. Verbatim from the workbooks carriers actually use.
Elevate's wizard isn't a generic form. Every question, artifact request, and priority is drawn directly from the diligence checklists carriers send today.
Program Management
8
Compliance
14
Claims Administration
11
Financials & Reporting
5
Underwriting
11
Actuarial
25
Get started
Pick the side of the deal you're on.
For MGAs
Prepare carrier-ready submissions in days.
Guided wizard, smart data room, scorecard that tells you what's missing before you submit.
Request Demo →For Carriers
Triage, review, and decide on submissions in one workspace.
Pipeline kanban, function-by-function review, auto-generated decision memo, implementation Gantt.
Request Demo →Ready to move faster?
Start writing premiums 16 weeks sooner.
See how MGAs and carriers close deals in days instead of quarters. We'll tailor the walkthrough to your side of the table.
- Cut onboarding from 6 months to 6 weeks
- One quarter of premium your competitors miss
- 70-item diligence tracked in one place