Policy Administration System that handles all forms of excess and surplus lines professional liability and general liability.
If your coverage program is not listed, Optima MGA is built for upon a modular concept that allows for easy expansion so your agency can nimbly pivot to capture opportunities as they become available.
Optima MGA is cloud native and accessible by both centralized and decentralized workforcse.
Optima MGA rating configuration is a nimble as it gets and is extremely transparent. No more auditors scratching their head on how a premium was derived. Providing the exact calculations for each rate option is derived down to the application of underwriting justifications.
Optima MGA allows for decentralized policy forms that can be easily added, edited, and organized by state, specialty, or optional coverage.
Endorsement rating is calculated independently for easy additions of exposures, limit changes, and tracking of policy modifications.
Optima MGA allows for automated renewal notices adding 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.
Optima MGA has an intuitive and easy to use submission process that makes clearance easy and quick.
Optima MGA has a number of reports to help you handle any questions and reports needed to both manage your business and your contract renewals with your carriers.
Optima MGA has a robust assignment system allowing for teams of underwriters and their assistants to work seamlessly with each other whether they are in the same office or half way across the world.
Optima MGA will integrate into several file-based document management technologies (Dropbox, Google Drive, Microsoft SharePoint, etc) allowing for easy decentralized approach to cloud storage utilizing drag and drop into directories.