Find new capacity
Products and services
built for MGAs & wholesalers
STRATEGY
Transform your operations
Every transformation journey is different. Our consulting experts are here to help you tackle unique challenges and create a roadmap to growth.
TECHNOLOGY
Optimize your systems & data
The right technology helps you get ahead. We deliver process automation and technology products that meet your unique needs.
PEOPLE
Extend your team
Whether you’re looking for tailored BPM services, client support, underwriting experts, or compliance consultants, our people provide a seamless, end-to-end solution for your gaps.
PROCESS
Achieve better results
Streamline time-intensive tasks like submissions, improve risk management, and get targeted process support for your underwriters.
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Client stories we’re proud to tell
Our latest insights for wholesalers & MGAs
Leading MGA & wholesale experts
Fatima Dean
- North America
- 30+ years of insurance experience
- Elite Women in Insurance, 2022 (Insurance Business America)
Fatima is responsible for a team of Client Executives who manage client relationships in the MGA and wholesale space. She leads collaboration, expansion, and growth within existing partnerships. A career underwriter, she enjoys the blend of technical underwriting and the operations side, with a wealth of experience managing large, complex accounts and broker relationships.
Meredith Barnes-Cook
- North America
- 40+ years of insurance experience
Meredith provides advisory and consulting services to insurance carriers and MGAs. She helps clients identify operational gaps and provides guidance on technology and digital platform selection.
Frank Philips
- North America
- 26+ years of insurance experience
Frank is an expert at building organizations and driving growth in consumer, small business, and specialty lines. His industry expertise is instrumental in guiding and growing operations at the Insurance Experience Center. In past roles, he has delivered exceptional results through strategic investments in human capital, technology, operational improvement, marketing, and business development.
Patrick Hastings
- North America
- 8+ years of insurance experience
Pat works closely with clients to thoroughly understand their strategic goals and support them in achieving operational excellence. His wholesaler and commercial lines underwriting expertise combined with ASLI, AU, and AINS designations make him an ideal primary contact for wholesale organizations and MGAs. Previously, he’s held positions in Premium Finance and Operational Leadership.
