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The Counterpoint Approach

We learn your business before we configure your software.

Counterpoint begins with the way your organization already writes business: your products, rating logic, underwriting rules, forms, workflows and reporting requirements. Then we configure the technology around them.

Start a Conversation → See the Five Steps

Workflow mapping

Discovery · sample program

How you work todayRating in a spreadsheetReferrals by emailBinder typed by handRekeyed into accountingBordereaux built monthly

→→→→→

Configured in MGASymphonyProgram rating rulesReferral queue by authorityBinder generated from the recordAccounting in the same systemBordereaux from live data

Illustrative example of a discovery workflow map

The five-step process

From your first conversation to a platform that keeps up with you.

Every engagement follows the same Symphony Framework path. What changes is the configuration, because it is built around your programs.

Discover · Prelude

Understand the business

We get to know your organization first: how you write business today, what your programs need, your budget and your goals, and where the manual work is. Then we match the right MGASymphony products to the way you operate.

What we learn

ProductsProgramsLines of businessRating methodologyUnderwriting processCurrent workflowUsersFormsReportingIntegrationsPain points

Configure · Fine-tuning a plan

Shape the platform around the program

We map out a plan and configure the MGASymphony modules and workflows your program needs, including portals and automation, instead of asking your team to adopt a generic setup.

Configured to your requirements

RatingOnFormsOnRulesOnWorkflowOnDocumentsOnReportingOnClaimsOnly if neededAgent portalOnly if needed

Integrate · Composing

Connect the systems around it

MGASymphony connects to the systems, data sources and business partners you rely on through third-party integration APIs, so information moves without rekeying.

Connected, not rekeyed

Carrier systems

Data sources

MGASymphonyAPIs

Accounting

Business partners

Launch · Implementation

Put the new workflow into operation

We implement the plan as a working product and move your users into the new workflow, validating the configuration along the way.

Launch checklist

Configuration validationUser preparationTestingDeploymentTransition to production

Evolve · Grand performance

Keep adapting as the business changes

Insurance programs don't stand still, and neither does the platform. Once you're live, Counterpoint provides ongoing support and keeps configuring as your business grows.

Configured as you grow

New programsNew formsNew rulesNew carrier requirementsNew reporting requirementsWorkflow modifications

Why the process is different

This isn't a one-size-fits-all implementation.

Rigid, one-size-fits-all platforms ask insurance organizations to change how they work. Counterpoint's process starts from how you already work, and configures from there.

Traditional software implementationThe Counterpoint approach

Rigid processConfigurable workflow

Generic setupProgram-specific setup

Buy every moduleChoose what is needed

Change your processConfigure around your process

Project ends at go-liveOngoing support as you grow

Implementation principles

Four principles behind every engagement.

Counterpoint has built insurance automation since 1986. These principles are how that experience shows up in your project.

Insurance First

Start with the insurance operation, not the software: the programs, the rating, the underwriting and the people who do the work.

Collaborative

Work directly with your team to map workflows, confirm requirements and validate the configuration.

Configurable

Shape the platform around your program requirements instead of forcing your program into a template.

Built to Evolve

Keep adapting as programs, carriers, forms and reporting requirements change.

Start with your workflow

Show us how you write business.

We'll show you how Counterpoint can configure technology around it.

Discuss Your Workflow → Meet the Team

Or call (302) 294-0384