MGA & Specialty Insurance Software · Since 1986
Purpose-built automation for MGAs, wholesalers, program administrators and specialty carriers, configured around your products, programs and workflows. You don't have to reshape your business to fit a rigid system.
SubmissionRatingUnderwritingQuoteBindIssueBillingDocumentsReportingRenewals
Problems we solve
Programs outgrow spreadsheets, bolt-on tools and rigid platforms. Here's what we hear from insurance organizations, and how Counterpoint answers each one.
“Implementation takes too long. We need something up quickly.”
→ Counterpoint
A configurable framework means you can start using MGASymphony in weeks, not after a long platform rebuild.
“Our software vendors don't know insurance.”
→ Counterpoint
We build insurance automation for MGAs, program administrators, carriers and wholesalers. It's all we do.
“We run the business across too many disconnected systems.”
→ Counterpoint
Submissions, policies, billing, documents and reporting in one place. No more hopping between systems.
“We rekey the same information again and again.”
→ Counterpoint
Enter data once and it flows through rating, quoting, issuance and reporting, with no duplicate keystrokes.
“Issuance and bordereaux reporting still take manual steps.”
→ Counterpoint
Generate policies, documents and reports from the data already in the system.
“We'd have to change how we do things, and we can't disrupt what's working.”
→ Counterpoint
Custom programming built around your MGA and your program, so your team gains automation without abandoning workflows that work.
“Our current system doesn't play well with others.”
→ Counterpoint
Third-party integration APIs link MGASymphony to the systems and data sources you already rely on.
“We're paying for modules we'll never use.”
→ Counterpoint
A modular approach with no per-binder fee structures. You invest only in the capabilities your business uses.
Modern, easy to use, and built around your program. See what that looks like with your own workflow.
Request a Demo →Why Counterpoint
Rigid, one-size-fits-all platforms make insurance organizations change how they work. Counterpoint configures the technology around how you already work.
Request a Demo →Rigid off-the-shelf systemsCounterpoint
Your workflows bend to fit the productConfigured around your products and processes
Full suites, whether you use them or notModular: buy only what you need
Per-binder fee structuresCustomized solutions that lower long-term costs
Long implementation timelinesRunning in weeks
Generalist vendors learning your businessInsurance automation specialists since 1986
Our implementation gets your system running in weeks, not months.
Technology built around your products, programs and processes.
Decades of solving insurance workflow and automation challenges.
Replace disconnected manual processes with integrated digital workflows.
Build the capabilities you need. Skip paying for functionality you won't use.
MGASymphony
A cloud-based rating, quoting and policy issuance platform for agencies with underwriting authority. Choose the modules you need and configure them to your products. Then run your programs in one modern, easy-to-use system.
For MGAs & program administrators
Web-based rating, quoting and policy issuance with workflow dashboards, document management, portals and claims.
For wholesalers
A dashboard that tracks every application, quote and policy, plus drag-and-drop documents, endorsements and an agent portal.
For Motor Truck Cargo
Written for the Motor Truck Cargo wholesaler, with FMCSA database lookup, Excel schedule upload and 24+ endorsement types.
New quote · Sample Insured FRating
ProgramLOB 1StateDELimits$1M / $2MDeductible$5,000Years in business7Prior claims0
Rating worksheet
Base rate$8,400
Limit factor× 1.15
Experience credit−5%
Premium$9,177
Taxes & fees$412
Total$9,589
Generate quoteEmail quote letterCompare options
◌ Conceptual interface for design purposes · sample data · not actual MGASymphony screens
Business outcomes
Automation should change what your team spends its day on.
Capture information once and reuse it everywhere.
Rules route the right risks to the right underwriter.
Move from application to bound policy with fewer handoffs.
Portals give agents direct digital access to your programs.
One record per submission. No parallel spreadsheets.
Every file follows the same configured steps.
See submissions, quotes, policies and renewals in one dashboard.
Launch or modify a program with configuration instead of a rebuild.
Add volume without adding administrative complexity at the same rate.
Program experience
Counterpoint's configurable framework supports programs with very different rating, underwriting and workflow requirements. Here's a sample of the lines our solutions support.
Accountants, appraisers, insurance agents, IT consultants and more.
Errors & omissions programs with niche professional liability automation.
Directors & officers and employment practices liability.
Physicians, podiatry and other medical professional liability.
Healthcare programs, including hospital incident reporting.
A dedicated product, MGASymphony MTC, with FMCSA lookup and 24+ endorsement types.
Dedicated product
Rating, quoting and issuance configured for liquor liability programs.
Niche programs such as beauty salons, fitness clubs and musical instruments.
Integrations & APIs
MGASymphony's third-party integration APIs connect your insurance workflows to carriers, data sources, financial systems and distribution partners, so information moves without rekeying.
Already in production
FMCSA database lookup inside MGASymphony MTCExcel schedule uploadIntegrated HTML email templates
MGASymphony
Integration APIs
Carrier SystemsRating DataPayment SystemsAccountingCRMThird-Party DataRegulatory DataDocument ServicesProducer PortalsReporting / BI
Integration categories shown, not named partners
Specialty insurance software
Every line of business gets its own rating, rules, forms and workflow. We configure each one to fit, so no line has to make do with a generic setup.
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RatingFormsWorkflow
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RatingFormsWorkflow
Fast, pain-free integrations
Decades of insurance technology expertise
Specialty & professional liability knowledge
Platform customized to your LOBs
Long-term client partnerships
Organizations partnering with Counterpoint
RealCare
SAMBA
Noble Nexus
Industry affiliations
WSIA
Target Markets
Logo files pending approval
Insurance workflow automation
Each stage passes its data to the next, from first submission to renewal and reporting. Select a stage to see what MGASymphony automates.
Stage 03 of 10
Route each risk by your rules: approve, refer or decline, with every decision on the record.
Configured for each program
Working across every stage
Document Management
Agent Portals
Claims
Accounting
Communications
Reporting
APIs
Third-Party Data
Specialty insurance software
No two specialty programs run the same way. Off-the-shelf systems treat those differences as exceptions. We make them the configuration.
Underwriting rulesRating methodologiesFormsWorkflowsDistribution modelsCarrier requirementsReporting requirementsAccounting requirements
Counterpoint's value: the technology adapts to your program, not the other way around.
Underwriting rulesRatingFormsWorkflowReportingAccounting
Referral & decline rulesCarrier: Carrier A (sample)
IFyears_in_business < 3Refer to underwriter
IFrequested_limit > $2,000,000Refer: senior UW
IFprior_claims ≥ 2Apply surcharge factor
IFterritory in excluded_listDecline
Forms attached to this program
ApplicationQuote letterBinderPolicy jacketEndorsement setBordereaux template
◌ Conceptual configuration view · illustrative rules only
Who we serve
From MGAs and program administrators to wholesalers and carriers: one configurable platform, shaped to each operating model.
MGAs
Automate underwriting, policy administration and distribution while keeping the flexibility specialized programs need.
Program administrators
Configure technology around unique programs, underwriting requirements and carrier relationships.
Brokers & wholesalers
Manage complex submissions, placements, communications and insurance workflows more efficiently.
Carriers & specialty organizations
Create connected digital processes across underwriting, distribution, servicing and reporting.
The Symphony Framework
You're not just buying a software license. You get a partner that learns your programs, configures the platform around them, and keeps adapting as you grow.
01
Understand your products, processes, workflows and requirements.
Prelude
02
Configure MGASymphony and the modules you need around those requirements.
Fine-tuning a plan
03
Connect the systems, data sources and business partners you rely on.
Composing & implementation
04
Deploy the solution and move users into streamlined workflows.
Composing & implementation
05
Keep adapting the platform as your programs and requirements change.
Grand performance
Launch in weeks, then keep building. New programs, forms and rules are configured, not re-platformed.
Customer success
Long-term technology partnerships with MGAs, program administrators and associations.
“We partnered with Counterpoint for our Real Estate E&O program because of their niche expertise in professional liability automation.”
Mary Fairow
Senior Vice President, RealCare
Program snapshot
OrganizationRealCareLine of businessReal Estate Errors & OmissionsWhy CounterpointNiche expertise in professional liability automationResultsVerified outcomes to be supplied
“Counterpoint's insurance technology experts designed our online underwriting system which has thoroughly automated our underwriting process.”
Erik Carlson · Senior Vice President Company to confirm
“Counterpoint's innovative application development skills enabled the creation of multiple robust web applications tailored to our membership.”
Walt Wilson · Executive Director, SAMBA
Experience + modernization
Counterpoint pairs long-standing knowledge of insurance operations with modern cloud software, automation, APIs and digital workflows.
Cloud-basedWorkflow automationIntegration APIsDigital portals
1986
Counterpoint Software founded, building technology and automation for business.
2022
MGASymphony MTC released for the Motor Truck Cargo market.
Today
MGASymphony serves MGAs, wholesalers and program administrators from the cloud.
Next
Roadmap themes: Counterpoint to confirm
Insights
Perspectives on MGA operations, underwriting automation and program administration.
Sample editorial topics · articles to be produced
MGA Operations
The rekeying, handoffs and spreadsheet steps that slow programs down, and which to automate first.
Underwriting Automation
How to turn program guidelines into referral rules, authority limits and audit trails.
Program Administration
What it takes to configure rating, forms and workflow for a new line of business.
Request a demo
See how Counterpoint can automate your insurance workflows and configure technology around your products, programs and growth strategy.
In your demo
A walkthrough of rating, quoting, binding and issuance in MGASymphonyHow your program's rules, forms and workflow would be configuredModule options and an implementation path measured in weeks
