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Solutions / MGAs

The back office your MGA actually has.

In short

MGAs carry the same back-office load as a carrier, without the headcount to absorb it. Clarix runs that load with AI agents inside the systems your team already uses, holding the repetitive work and handing the judgment calls back to people. Every action is logged. Below is what MGAs hand off most.

What MGAs hand off

The work between quote and bind.

The work that sits between the quote and the bound policy is where most MGA capacity disappears. Clarix takes the repetitive parts of it.

Submission intake.

ACORD applications, SOVs, and supplements read, cleared, and set up in your AMS the day they arrive.

Read the use case

Certificates of insurance.

Holder requirements checked against the policy, certificates issued and distributed, every one logged.

Read the use case

Renewals prep.

Renewal files assembled early, exposures and loss history updated, submissions drafted for review.

Endorsements.

Change requests intaked from any channel, paperwork prepared, carrier issuance confirmed.

Where your team stays in control

Clarix asks for decisions.

Clarix does not replace your underwriters. It gives them a complete file and asks for a decision.

  • Confidence thresholds route the judgment calls to a person before anything ships.
  • Reviews arrive with full context: the source document, the extracted data, and the proposed action.
  • One click to approve, edit, or take the item over entirely.
Built for the way MGAs operate

No rip and replace.

  • Works across your lines and carriers, in the AMS your team already lives in.
  • Agents act inside your inboxes, portals, and records. No rip and replace.
  • Actor, timestamp, and source document on every action, exportable on demand.
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Product UI, MGA submission queue cleared into AMSImage placeholder
FAQ

Common questions.

Does Clarix replace our underwriting team?

No. It takes the repetitive back-office work off their plate and routes the judgment calls back to them for review.

Which systems does it work with?

It acts inside the AMS, rating tools, portals, and inboxes your team already uses, without a rip-and-replace migration.

How do we keep control?

You set review thresholds per workflow. Nothing ships without a person approving the judgment calls.

Is our data used to train models?

No. Your documents stay yours, and Clarix does not train on your data without written consent.

Can Clarix support program administrators and wholesale brokers?

Yes. The same handoff model applies to MGAs, program administrators, and wholesale brokers working across submissions, certificates, renewals prep, and endorsements.
Get started

See your MGA workflow run.

Bring one queue to the demo. We will map it live and show you where review fits.