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Insurance software built around your programs.

Counterpoint's MGASymphony products give MGAs, program administrators and wholesalers the technology to manage rating, underwriting, quoting, policy administration and other critical insurance workflows in one configurable environment.

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MGASymphony MGASymphony for Wholesalers MGASymphony MTC

MGASymphony Underwriting / Dashboard UW

DashboardQuotePolicyWorkflowReports

38New submissions6Referred to UW14Quotes out21Bound this month

RefInsuredLineStatusPremium

SUB-20418Sample Insured GLOB 3Referred$18,240

SUB-20415Sample Insured HLOB 1Quoted$6,715

SUB-20409Sample Insured JLOB 2Ready to bind$22,980

SUB-20402Sample Insured KLOB 4Issued$4,390

ReportsBordereaux · readyProduction by linePipeline

Quote · Q-2231Option 2 of 3

Base premium$19,600

Credits / surcharges− 4%

Taxes & fees$1,188

Total$20,004

Policy · POL-50318Issued

Term12 monthsEndorsements2Documents5 attachedBillingInvoiced

Workflow · SUB-20409

Application receivedRated by program rulesUnderwriting approvedBind: awaiting signed appIssue policy & documents

Conceptual interface · sample data · not actual MGASymphony screens

The Symphony Framework

One platform foundation. Solutions for different insurance operations.

Every MGASymphony product is built on Counterpoint's Symphony Framework, a configurable foundation that lets the technology be shaped around each organization, program and line of business. Start from the product that matches how you operate.

For MGAs & Program Administrators

MGASymphony

Web-based rating, quoting, policy issuance and workflow for organizations with underwriting authority.

View MGASymphony ↓

For Wholesale Insurance Organizations

MGASymphony for Wholesalers

A dashboard for every application, quote, policy and action item, with drag-and-drop documents and endorsements.

View for Wholesalers ↓

Purpose-Built for Motor Truck Cargo

MGASymphony MTC

Written for the Motor Truck Cargo wholesaler, with FMCSA database lookup, Excel schedule upload and 24+ endorsement types.

View MGASymphony MTC ↓

For MGAs & Program Administrators

MGASymphony

Counterpoint's web-based, cloud-hosted rating, quoting, policy issuance and workflow platform for agencies with underwriting authority. Choose the modules your operation needs, then configure them to your programs, your rules and your forms.

Rating & quoting
Underwriting workflow dashboard
Policy administration & issuance
Document management system
Agent portal module
Claims module
Reporting & sales tracking
Third-party integration APIs

A sample of programs built on the Symphony Framework

Accountants E&OAppraisers / Real Estate E&OInsurance Agents E&OIT ConsultantsD&OEPLIMedical MalpracticePhysicians LiabilityPodiatryHealthcareLiquor LiabilityFitness ClubsBeauty SalonsMusical InstrumentsRetired Professional LiabilityAnd others

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MGASymphony Policies / POL-50318 PA

DashboardSubmissionsRatingUnderwritingPoliciesBillingDocumentsClaimsAgent PortalReports

Sample Insured F · POL-50318In force

ProgramLOB 1CarrierCarrier A (sample)ProducerSample AgencyTerm01/01 – 12/31

Transaction history

New business issuedPolicy, binder & forms generatedEndorsement 001Additional insured addedInvoice sent to producerReceivable postedRenewal diary set90 days before expiration

Documents on this policy

Application.pdfQuote letter.pdfBinder.pdfPolicy.pdfEndorsement 001.pdf

EndorseRenewCancelEmail producer

◌ Conceptual interface for design purposes · sample data · not actual MGASymphony screens

MGASymphony Wholesale / Action items WB

9Action items due today17Open applications11Quotes awaiting reply4Endorsement requests

Applications 17Sample Insured LLOB 2 · missing loss runsSample Insured MLOB 1 · ready to submitSample Insured NLOB 3 · new

Quotes 11Sample Insured PFollow up todaySample Insured QQuote letter emailed

Policies 6Sample Insured REndorsement requestedSample Insured SIssued · docs sent

Drag & drop documentsloss_runs_2025.pdfFiled to SUB-31207 automatically

Email templateQuote ready · ProducerSent from the workflow when the quote is issued

◌ Conceptual interface · sample data · not actual MGASymphony screens

For Wholesale Insurance Organizations

MGASymphony for Wholesalers

Wholesale operations live on follow-up. MGASymphony for Wholesalers puts every application, quote, policy and action item on one dashboard, so your team always knows what needs attention next and producers get answers faster.

Dashboard that tracks action items, applications, quotes and policies
Drag-and-drop document management
Email templates integrated with workflow automation
Endorsement processing
Agent portal module

See It in Action →

How implementation works →

Purpose-Built for Motor Truck Cargo

MGASymphony MTC

A dedicated agency and policy management system written specifically for the Motor Truck Cargo wholesaler. Released in 2022, MGASymphony MTC connects to federal carrier data and automates the full application-to-endorsement workflow.

Motor Truck Cargo application, quote, policy and endorsement workflow
FMCSA database lookup, with APIs into FMCSA and NHTSA federal databases
Upload vehicle schedules from Excel spreadsheets
Handles more than 24 endorsement types
Drag-and-drop documents, applications, emails and MVR reports
Agent portal module

In production. Noble Nexus launched MGASymphony MTC as its technology platform in January 2025. Read client reviews →

Explore MGASymphony MTC →

MGASymphony MTC Applications / New / Carrier UW

FMCSA carrier lookup

USDOT # 0000000 (sample)Look up

CarrierSample Carrier LLCUSDOT #0000000SourceFMCSA databaseStatusAdded to application

Schedule upload

vehicle_schedule.xlsx12 units imported · 0 errors

UnitYear / makeTypeCargo limit

012021 SampleTractor$100,000

022019 SampleTrailer$100,000

032022 SampleStraight truck$50,000

Endorsements · 24+ types

24+ endorsement types handled inside the MTC workflow

◌ Conceptual interface · sample data · not actual MGASymphony MTC screens

The Symphony Framework

Built on a framework that adapts to the program.

No two programs run the same way. Each one can need different rating rules, applications, underwriting rules, forms, workflows, carrier requirements, reporting, accounting and integrations. The Symphony Framework treats those differences as configuration, not exceptions.

Your business

Program AProgram BProgram CLine of businessCarrier requirements+ New program

Symphony Framework

Configurable technology layer · shaped per program

Rating rulesFactors, credits, surcharges, taxes & fees

ApplicationsProgram-specific questions and intake

Underwriting rulesReferrals and authority limits

FormsQuote letters, binders, policies

WorkflowsSteps, queues and diary follow-ups

Carrier requirementsRules and reporting by carrier

ReportingOperational and bordereaux reporting

AccountingInvoicing, payables and fiduciary accounting

IntegrationsAPIs to third-party systems and data

MGASymphony platform

Cloud-based applicationsWorkflow automationAgent portalDocument managementIntegration APIs

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Which MGASymphony product fits your operation?

A quick guide based on each product's published capabilities. Every deployment is configured, so a capability marked “Ask” may still be available for your program.

CapabilityMGASymphonyFor WholesalersMTC

Built forMGASymphonyMGAs & program administrators with underwriting authorityFor WholesalersWholesale insurance organizationsMTCMotor Truck Cargo wholesalers

Web-based rating, quoting & policy issuanceMGASymphony✓For WholesalersAskMTCAsk

Workflow automation & dashboardMGASymphony✓For Wholesalers✓ Action items, applications, quotes, policiesMTC✓ Application, quote, policy, endorsement

Document managementMGASymphony✓For Wholesalers✓ Drag & dropMTC✓ Drag & drop, incl. MVR reports

Email templatesMGASymphony✓For Wholesalers✓ Integrated with workflowMTCAsk

Endorsement processingMGASymphonyAskFor Wholesalers✓MTC✓ 24+ endorsement types

Agent portal moduleMGASymphony✓For Wholesalers✓MTC✓

Claims moduleMGASymphony✓For WholesalersAskMTCAsk

Third-party integration APIsMGASymphony✓For WholesalersAskMTC✓ FMCSA & NHTSA databases

FMCSA database lookupMGASymphonyAskFor WholesalersAskMTC✓

Excel schedule uploadMGASymphonyAskFor WholesalersAskMTC✓

✓ = published capability for that product · Ask = not published for that product; talk to Counterpoint about your configuration.

Find your fit

Not sure which configuration fits your business?

Tell us how your organization writes business and we'll show you how Counterpoint can configure the technology around your program.

Talk to Counterpoint → Explore Features

Or call (302) 294-0384