List of Vertafore MGA Systems Customers
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United States
Since 2010, our global team of researchers has been studying Vertafore MGA Systems 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 Vertafore MGA Systems 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 Vertafore MGA Systems for Insurance Policy Administration include: Starr Insurance, a United States based Insurance organisation with 2900 employees and revenues of $2.30 billion, Ryan Specialty, a United States based Insurance organisation with 3850 employees and revenues of $1.73 billion, Skyward Specialty Insurance, a United States based Insurance organisation with 580 employees and revenues of $1.15 billion, NSM Insurance Group, a United States based Insurance organisation with 1300 employees and revenues of $241.0 million and many others.
Contact us if you need a completed and verified list of companies using Vertafore MGA Systems, 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.
The Vertafore MGA Systems customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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NSM Insurance Group | Insurance | 1300 | $241M | United States | Vertafore | Vertafore MGA Systems | Insurance Policy Administration | 2018 | n/a |
In 2018, NSM Insurance Group implemented Vertafore MGA Systems for Insurance Policy Administration to centralize underwriting and program-level policy workflows for its wholesale admitted and excess and surplus lines business. The deployment targeted programs including Cyber Liability, Tank Environmental, Errors and Omissions, Builder’s Risk, and Commercial Property and Casualty, and supported an Exclusive High-Risk Hospitality and Habitational Program that carried a 7M existing book of business, property authority up to 55M total insured value and general liability limits to 10M.
Vertafore MGA Systems was configured to support core MGA rating, quoting, binding and issuance capabilities, and to operationalize standard underwriting workflows such as obtain risk information, review, rate and underwrite. The Program Underwriter developed program documents, processes and procedures, implemented changes in the MGA system, and provided training and support for new and existing users to ensure consistent use of the underwriting and policy issuance modules.
Operational coverage included wholesale carrier program management, broker and agent account production reporting, and day to day policy servicing. NSM maintained operational controls using weekly Excel spreadsheets for workflow, production and premium tracking, and generated monthly reports from MGA processes for upper management review, while the Program Underwriter acted as a primary resource for client inquiries and processed client changes.
Governance emphasis focused on regulatory compliance and program controls, with the implementation reviewed for alignment to State Insurance Regulations and Surplus Lines Requirements when policies were written on non admitted paper. The program governance also included oversight of assistant underwriter workflow and a mandate to develop, maintain and grow the program book of business as part of ongoing Insurance Policy Administration.
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Ryan Specialty | Insurance | 3850 | $1.7B | United States | Vertafore | Vertafore MGA Systems | Insurance Policy Administration | 2022 | n/a |
In 2022, Ryan Specialty implemented Vertafore MGA Systems to support centralized Insurance Policy Administration across its MGA and MGU operations. The program scope covered more than 20 RSGUM business units and underwriting management platforms, bringing underwriting, operations, IT administration, and executive stakeholders into a coordinated implementation effort.
Work centered on configuring Vertafore MGA Systems and associated Vertafore IMS environments to enable policy issuance workflows and advanced form management. Key functional capabilities included creation and UAT of custom policy form tags and updates, generation of bespoke Excel and Word policy forms, and SQL driven reporting for routine and ad hoc distribution to support audit readiness and operational reporting.
Operational integrations and tooling were documented and governed through Freshservice and Tempo Jira for IT administration, ticketing, and change control, with functional specifications capturing conversions, upgrades, reports, and forms. The implementation included system map development and information flow definitions to support launches of discipline specific programs such as Allied Health Care Sapphire, excess liability Trident Marine Managers, and personal property WKFC.
Delivery blended Agile and Waterfall methodologies and emphasized rigorous UAT across development and production Vertafore IMS environments, while maintaining SOX compliance awareness in requirements and governance. Implemented Vertafore MGA Systems configurations enabled policy issuance across 20+ MGA and MGU entities and produced SQL reports that identified discrepancies prior to audit reporting.
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Skyward Specialty Insurance | Insurance | 580 | $1.1B | United States | Vertafore | Vertafore MGA Systems | Insurance Policy Administration | 2018 | n/a |
In 2018 Skyward Specialty Insurance implemented Vertafore MGA Systems as its core Insurance Policy Administration application. The implementation targeted the companys specialty lines and centralized policy handling for Workers Compensation, Oil and Gas, and E&S business units, while also addressing billing, broker quoting, and accounting interfaces.
The deployment delivered core modules including the Policy Administration and Rating stack implemented as MGA IMS and NetRate for underwriting and automated rating workflows, a Bill It Now billing process for direct billing, a Broker Portal to support policy quoting, and an Accounting Portal to stage monthly journal uploads. Vertafore MGA Systems was configured to manage policy lifecycle events, rating calculations, quote issuance, and billing runs, with test plans and traceability matrices used to validate functional coverage.
Integrations and operational coverage included an Accounting Portal process to upload monthly journal entries from the ESL system into SunGard, and ongoing collaboration with software vendors, internal IT developers, and offshore development teams. The rollout affected business divisions including underwriting, broker distribution channels, billing operations, and accounting, with IT and QA coordinating cross-functional delivery and release planning.
Governance was established through QA standards, comprehensive test plans, traceability matrices, defect logging, maintenance of project backlogs, and user acceptance test scripts derived from business use cases. Testing activities were delegated and coordinated with an offshore QA team, and stakeholders received regular metrics on testing progress and deliverables, resulting in the successful delivery of the Policy Admin and Rating System, Billing Process implementation, Broker Portal for Policy Quote, and the Accounting Portal integration.
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Insurance | 2900 | $2.3B | United States | Vertafore | Vertafore MGA Systems | Insurance Policy Administration | 2017 | n/a |
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Buyer Intent: Companies Evaluating Vertafore MGA Systems
- Raymond James & Associates, a United States based Banking and Financial Services organization with 19000 Employees
- Lakehead University, a Canada based Education company with 2000 Employees
- FIS, a United States based Professional Services organization with 60000 Employees
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