MGA capacity readiness

MGA Preparing for Delegated Authority Capacity Review

An MGA has a growth plan and proven distribution, but needs to present delegated authority controls and performance data in a way capacity providers can assess quickly.

Primary route

Prepare an MGA for delegated authority provider review.

Book a confidential capacity discussion

The Scenario

The MGA has market interest, but previous conversations have stalled because the evidence pack was incomplete and the delegated authority requirement was not clear enough.

What Makes It Sensitive

  • The MGA needs to show enough evidence without over-disclosing commercially sensitive detail
  • Providers need confidence in underwriting and claims controls
  • Bordereaux quality and reporting capability are critical
  • The target GWP and authority request must be credible

How Capacity Network Helps

  1. 1. Create an MGA profile with class, territory, authority requested and GWP plan.
  2. 2. Describe underwriting, claims, compliance, bordereaux and governance controls.
  3. 3. Upload binder wording, TOBA, financials and compliance documents when requested.
  4. 4. Match against providers with delegated authority appetite.
  5. 5. Progress suitable matches into controlled introduction and document review.

Evidence That Supports The Review

  • Business plan
  • Claims pack
  • Loss ratios
  • Binder wording
  • TOBA
  • Bordereaux samples
  • Compliance documents

Likely Platform Outcome

The MGA can approach the right providers with a market-ready profile instead of relying on speculative meetings.

Scenario FAQs

What evidence should an MGA prepare?

Typical evidence includes claims packs, loss ratios, bordereaux, binder wording, TOBA, compliance documents, financials and operating controls.

Can the MGA control who sees the profile?

Yes. The workflow supports controlled visibility, exclusions and approval before named disclosure.