List of Insurity Sure MGA Policy Customers
Hartford, 6106, CT,
United States
Since 2010, our global team of researchers has been studying Insurity Sure MGA Policy customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Insurity Sure MGA Policy for Insurance Policy Administration from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Insurity Sure MGA Policy for Insurance Policy Administration include: Roosevelt Road Specialty, a United States based Insurance organisation with 100 employees and revenues of $100.0 million, Novum Underwriting Partners, a United States based Insurance organisation with 50 employees and revenues of $10.0 million, Georgia Stern Insurance Agency United States, a United States based Insurance organisation with 15 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Insurity Sure MGA Policy, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Georgia Stern Insurance Agency United States | Insurance | 15 | $2M | United States | Insurity | Insurity Sure MGA Policy | Insurance Policy Administration | 2024 | Sikich |
In 2024 Georgia Stern Insurance Agency went live on Insurity Sure MGA Policy and Insurity Sure Billing-as-a-Service for its United States operations. The rollout positions Insurity Sure MGA Policy as the central Insurance Policy Administration platform for the managing general agent, consolidating underwriting, policy issuance, endorsements and renewals. The implementation was delivered by Insurity partner Sikich LLP and focused on operationalizing policy lifecycle and billing processes.
The configuration of Insurity Sure MGA Policy implemented underwriting rule configuration, policy management workflows, automated endorsements and renewal orchestration consistent with Insurance Policy Administration capabilities. Billing responsibilities were shifted to Insurity Sure Billing-as-a-Service to externalize premium invoicing, statement generation and receipt processing, aligning billing orchestration with policy events. For a 15 person MGA the implementation emphasizes lightweight automation and streamlined policy administration workflows to reduce manual processing.
Sikich LLP led a phased rollout across the MGA's U.S. underwriting, policy administration and finance functions, establishing new governance for policy change control and billing exception handling. The deployment scoped operational coverage to the MGA’s U.S. operations and included process redesign to support outsourced billing operations. The stated goals of the program are increasing operational efficiency and reducing enterprise billing costs.
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Novum Underwriting Partners | Insurance | 50 | $10M | United States | Insurity | Insurity Sure MGA Policy | Insurance Policy Administration | 2020 | n/a |
In 2020 Novum Underwriting Partners implemented Insurity Sure MGA Policy to rapidly onboard its Lumber Pro program. The project launched in fall 2020 and wrapped in spring 2021, targeting three lines of business across ten U.S. states to accelerate speed to market for new program deployment.
The Insurity Sure MGA Policy deployment focused on Insurance Policy Administration capabilities, automating rating, quoting, and policy issuance workflows while supporting underwriting decisioning and policy lifecycle management. Configuration efforts emphasized product model setup for program-specific rules, mapping of regulatory and bureau content, and automated document generation to streamline issuance and certificate production.
Operational coverage centered on underwriting and policy administration functions across the United States, with the rollout engaging actuarial inputs, underwriting teams, and policy administration staff for the Lumber Pro lines. Governance and process changes included standardizing the quote to issuance workflow and embedding bureau content updates into operational release cycles to maintain regulatory alignment.
Project communications specified outcomes including faster program deployment and improved regulatory and bureau content support for underwriting and policy administration in the United States. The implementation timeline from fall 2020 to spring 2021 framed a rapid onboarding approach for Insurity Sure MGA Policy and the Lumber Pro program.
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Roosevelt Road Specialty | Insurance | 100 | $100M | United States | Insurity | Insurity Sure MGA Policy | Insurance Policy Administration | 2025 | n/a |
In 2025, Roosevelt Road Specialty implemented Insurity Sure MGA Policy as part of an end-to-end Insurance Policy Administration solution. The deployment combined Insurity Sure MGA, Sure Commercial Policy, and Insurity Underwriting to transform quote-to-bind flows and program distribution in the United States.
The implementation centered on insurer-facing modules common to Insurance Policy Administration, including policy administration for specialty program products, quote-to-bind orchestration, and underwriting automation. Insurity Sure MGA Policy was configured alongside Insurity Underwriting to embed automated decision workflows and product configuration for specialty commercial programs.
Operational integration focused on linking the Insurity policy administration components with distribution and program management functions, enabling tighter coordination between underwriting, distribution partners, and policy operations. The rollout targeted United States program distribution, impacting underwriting, policy administration, product management, and distribution operations.
Governance changes accompanied the technical deployment, with underwriting authority and automated decisioning moved into the Insurity Underwriting component and product governance aligned to faster quote lifecycles. Workflow standardization and configuration controls were established to support consistent policy issuance and program rollout across specialty lines.
The rollout received recognition for an innovative product launch and was explicitly cited for improvements in underwriting automation, policy administration, and faster time-to-quote for specialty programs.
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