Solutions / MGAs and AGAs
Your book is only as strong as your weakest advisor's process
An MGA's revenue and regulatory exposure both live in the field, with advisors you cannot supervise case by case. EGEPilot standardizes the process itself, so quality stops depending on who happened to write the business.
The MGA problem set
- Placement quality varies wildly between your best advisors and your newest ones.
- Not-taken and declined rates driven by avoidable eligibility misses.
- Carrier knowledge lives in a few veterans' heads and leaves when they do.
- Supervision and audit reviews reconstruct files after the fact.
What EGEPilot standardizes
- Every advisor interviews with the same discipline: eligibility facts first, captured once, documented always.
- Carrier rules come from one governed knowledge base with source citations, not from folklore.
- Underwriting red flags surface before submission, cutting avoidable declines.
- Supervisors get real oversight: files, timelines, and audit events exist for every case, on the same platform.
Built for the network model
Tenant isolation
Each organization's data is scoped and isolated. Advisors see their book, supervisors see their teams, and nothing crosses firms.
Role-based access
Advisor, supervisor, compliance officer, and admin roles with distinct permissions, matching how an MGA actually runs.
Skill-aware AI
EGE AI adapts its guidance to advisor experience level, so new recruits get more structure and veterans get speed.