MGA audit & reporting AI 

Visibility from first submission to final report

Visibility from first submission to final report

Post-bind intelligence, bordereaux automation, compliance checks and portfolio analytics all connected to how your MGA actually operates. No more scattered data. No more last-minute audit prep. Not more flying blind. 

Post-bind intelligence, bordereaux automation, compliance checks and portfolio analytics all connected to how your MGA actually operates. No more scattered data. No more last-minute audit prep. Not more flying blind. 

What it does?

From post-bind chaos to complete clarity

From post-bind chaos to complete clarity

Automate your
bordereaux process
Automate your
bordereaux process

Eliminates the manual extraction, formatting, and submission of bordereaux. Data flows from submission to report without touching a spreadsheet.

Eliminates the manual extraction, formatting, and submission of bordereaux. Data flows from submission to report without touching a spreadsheet.

Ingests structured &
unstructured data
Ingests structured &
unstructured data

PDFs, Excel files, policy documents, Mulberri ingests whatever format your data comes in. No manual clean-up, no reformatting required.

PDFs, Excel files, policy documents, Mulberri ingests whatever format your data comes in. No manual clean-up, no reformatting required.

Surfaces portfolio-wide
insights
Surfaces portfolio-wide insights
Surfaces portfolio-wide
insights

Premium by LOB, bind rates, loss ratios, submission trends, all visible in one place so you’re making strategic decisions with a complete picture of your book.

Premium by LOB, bind rates, loss ratios, submission trends, all visible in one place so you’re making strategic decisions with a complete picture of your book.

Reporting & Analysis

The data your MGA needs to grow a smarter book

Porfolio performance, submission trends, and underwriting insights, all in one place and configured to your LOBs and business rules.

Portfolio Analytics

Real-time visibility into your book with premium by LOB, bind rates, loss ratios, and submission trends. The strategic data you need to grow intelligently.

Bordereaux Automation
Underwriting Perfomance
Strategic Insights
Carrier Reporting

Reporting & Analysis

The data your MGA needs to grow a smarter book

Porfolio performance, submission trends, and underwriting insights, all in one place and configured to your LOBs and business rules.

Portfolio Analytics

Real-time visibility into your book with premium by LOB, bind rates, loss ratios, and submission trends. The strategic data you need to grow intelligently.

Bordereaux Automation
Underwriting Perfomance
Strategic Insights
Carrier Reporting

Reporting & Analysis

The data your MGA needs to grow a smarter book

Porfolio performance, submission trends, and underwriting insights, all in one place and configured to your LOBs and business rules.

Portfolio Analytics

Real-time visibility into your book with premium by LOB, bind rates, loss ratios, and submission trends. The strategic data you need to grow intelligently.

Bordereaux Automation
Underwriting Perfomance
Strategic Insights
Carrier Reporting

Audit capabilities

Stay compliant. Without the manual overhead

Stay compliant. Without the manual overhead

Three core audit capabilities that keep your MGA operating within guidelines automatically, without adding work to your team's plate.

Three core audit capabilities that keep your MGA operating within guidelines automatically, without adding work to your team's plate.

Flexible Data Intake

PDF, Excel, policy docs and emails attachements. Any format, ingested cleanly. 

Automated Compliance Checks

Every bound policy checked against your guidelines. Deviations flagged instantly. 

Full Audit Trail 

Complete history of every submission, check and decision. Always ready. 

FAQs

What MGA Ops leaders ask us most

What’s the difference between audit and reporting in this solution?
What’s the difference between audit and reporting in this solution?
Do I need Mulberri Underwriting to use Audit & Reporting?
Do I need Mulberri Underwriting to use Audit & Reporting?
What formats does data intake support?
What formats does data intake support?
How does bordereaux automation work?
How does bordereaux automation work?
How are compliance checks configured?
How are compliance checks configured?
Can I get carrier-specific report formats?
Can I get carrier-specific report formats?

Live in 4-8 weeks

See how Mulberri fits your existing stack without replacing it