Two Systems, One Seamless Experience.

underwriting, simplified.

Testimonials

From day one, Optima’s intuitive interface and comprehensive feature set have made managing policies and claims remarkably efficient, allowing our team to focus more on providing exceptional service to our clients. It’s a reliable, user-friendly solution that has truly enhanced our operational efficiency. An invaluable asset to our agency, I highly recommend Optima to any insurance professional looking to elevate their business.
Mark L.
Mark L.CLS Insurance

Optima: Your MGA solution, Simplified.

Question? Book A Demo Here!

Optima Series is a 3-tiered Agency Management Solution, specialized for managing general agencies and brokerages. Our software platform is tailored to your needs and unique requirements, capable of handling both complex and simple rating mechanisms while allowing individual management of each invoice or policy form.

 

Designed for Professional and General Liability, our Policy Administration System handles all forms of excess and surplus lines, including:

  • Miscellaneous Errors and Omissions
  • Allied Healthcare
  • Medical Malpractice
  • Social Services
  • Cyber
  • Technology
  • EPLI

 

Additionally, if your coverage program is not listed, Optima MGA is built on a modular concept that allows for easy expansion so your agency can nimbly pivot to capture opportunities as they become available. 

The Machine: Tailor-Made for Agents and Brokerages

Imagine a Tool that seamlessly integrates client management, policy administration, and claims processing into one intuitive platform…

The Machine is Tailor-Made for Agents and Brokerages. Our software assists your team in navigating both complex and simple rating mechanisms, elevating both internal and external organization.

Engineered with precision, The Machine streamlines operations, enhances efficiency, and maximizes productivity like never before.

With customizable workflows and automated processes, The Machine simplifies every aspect of your daily operations, allowing your team to focus more on strategic client relationships and less on administrative tasks. From tracking policy renewals to generating insightful reports, The Machine empowers you with real-time data and analytics, enabling informed decision-making at every turn. Its robust security features ensure compliance and peace of mind, safeguarding sensitive client information with the highest standards of protection. 

...How do I know Optima and The Machine are right for my business?

Interested? Book A Demo Here!

What Makes Our Software Different

  • Cloud Native System – Allows for both remote and in-office teamwork.

 

  • Easy Contract Creation – Our agile and transparent rating configuration provides exact calculations from top to bottom.

 

  • Policy Form Management – Decentralized policy forms can be easily added, edited, and organized by state, specialty, or optional coverage.

 

  • Easy Policy Administration – Endorsement rating is calculated independently for easy additions of exposures, limit changes, and tracking of policy modifications. 
  • Easy Submission – Makes clearance easy and quick.

 

  • Quick and Easy Reporting – Streamlines internal management and contract renewals with carriers. 

 

  • Task Assignments  – Allows domestic and international underwriting teams to collaborate seamlessly.

 

  • Document Management – Integrates into various file-based document management technologies (Dropbox, Google Drive, Microsoft SharePoint, etc), creating a decentralized approach to drag and drop directories.  
  • Automated Renewal Notices and Policy Issuance – Add any required applications or supplements, loss run requests, and policy expiration notices. Policies can be auto-created for preview and/or direct issuance to the agent/broker.

Cloud-Based.
Customizable
Integratable.

underwriting, simplified.

“This is a new insurance software for a new generation of underwriters.”

Your System, Upgraded.

Meet our Director

Thomas Register has over 26 years of insurance experience, writing his first full agency management system with one of the largest medical malpractice brokerage firms in Texas. He then expanded his insurance knowledge into managing general agencies and risk retention groups. He founded Insurasoft and is now the lead developer for our Optima lines.

“This is a new insurance software for a new generation of underwriters.”

Your System, Upgraded.

Built by Insurance Experts,
FOR Insurance Experts.

The Insurasoft Gurantee

Schedule a Demo

Choosing the perfect software is difficult. Book a complimentary demo today to see how Insurasoft can help your agency!

Questions? Comments?

We know that our clients have unique needs and circumstances. Tell us more about your company and your needs so we can tailor our presentation to fit your business

Insurasoft

512.999.4823

info@insurasoft.biz

11000 Anderson Mill Rd, Unit 34
Austin, TX
78750

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