Keep loss visibility consistent and aligned to program governance.
Jetfile is a structured MGA management system built for delegated authority operations where underwriting control, carrier reporting obligations, premium settlement discipline, claims oversight, and compliance tracking must stay connected at the program level. Production, Financials, Claims, and Governance operate within one unified framework, keeping carrier-facing accountability and consistent oversight across multiple programs.
Production Module
Delegated Authority Within a Unified MGA Insurance Platform
Jetfile’s Production module is purpose-built for Managing General Agents with delegated authority operations to streamline and manage the full policy lifecycle. From submission intake to underwriting, quoting, issuance, servicing, renewals, and operational accounting, every action stays centralized, trackable, and streamlined. Aligning to program and carrier expectations, Jetfile gives MGAs and their teams real-time actionable visibility across policies, pipelines, and program performance while removing friction layers and bottleneck workflows.
Inquiry & Underwriting
Review submissions, quotes, policies, and servicing activity from a single operational view.
Capture risk data aligned to program, carrier, and multi-state requirements.
Rate submissions using internal rating or API-connected rating directly within the submission record.
Maintain historical visibility across underwriting decisions and policy activity.
Quoting, Binding & Policy Issuance
Move from quote to binder and policy record while keeping documentation tied to the file.
Support layered placements, multi-carrier structures, and multi-state business within the same client record.
Keep policy records consistent from issuance through midterm changes and renewal.
Automatically assign policy numbers aligned to carrier and program requirements during binding.
Endorsements & Midterm Servicing
Process midterm changes within the original policy record to maintain continuity.
Preserve prior-term reference history and supporting documentation for audit readiness.
Maintain visibility into change activity across the policy lifecycle.
Operational Accounting Within Production
Support invoicing activity tied to binds, endorsements, cancellations, and renewals.
Maintain receivable and payable visibility connected to policy and program records.
Keep premium, taxes, and fees aligned to the policy lifecycle for financial oversight and reporting readiness.
Workflow Oversight
Maintain work visibility across submissions, policies, endorsements, renewals, and compliance activity.
Keep delegated authority standards consistent across programs and teams.
Track open items and follow-through across submissions, policies, endorsements, renewals, and compliance activity.
Renewals & Program Portfolio Visibility
Generate and manage renewals as a continuation of the policy lifecycle within program context.
View renewal pipelines by program, carrier, territory, retail partner, or segment.
Surface cross-sell, upsell, and program expansion opportunities using connected production history.
Control Delegated Authority | Standardize Program Operations | Maintain Carrier Transparency
Financial Module
Premium Accounting and Carrier Settlement Discipline - Managed in One System
Jetfile’s Financials module manages MGA premium accounting and carrier settlement with policy and program-level continuity. Direct bill and premium finance tracking, receivables, payables, trust accounting, reconciliations, and general ledger reporting remain connected to program and carrier context, supporting carrier settlement readiness and consistent financial oversight across multiple programs without exposing calculation mechanics.
Financial Inquiry
Review receivable, collected, and payable activity tied to policy, program, and carrier context.
Filter by carrier, program, retail partner, line, date range, and status.
Preserve historical visibility across billing, settlement, and reconciliation activity for audit reference.
Premium Receivables and Collections
Record and manage premium receivables aligned to direct bill and premium finance activity.
Track receivable status and payment activity aligned to carrier settlement cycles.
Keep billing history and inquiry views within the same policy and program record.
Payables and Carrier Settlement Readiness
Record payables and settlement-related obligations tied to carrier and program context.
Keep visibility into open items supporting remittance timing and settlement preparation.
Support carrier settlement reporting outputs aligned to program and carrier requirements.
Preserve settlement traceability appropriate for carrier and compliance review.
Trust Accounting and Fiduciary Controls
Support trust and operating account structures used in delegated authority operations.
Maintain segregation and audit traceability aligned to fiduciary requirements.
Keep inquiry visibility available for financial oversight and governance.
Banking and Reconciliation
Manage bank account activity and reconciliation history within the financial record context.
Support bank and credit card reconciliation workflows with period-based visibility.
Preserve reconciliation traceability for settlement discipline and reporting integrity.
General Ledger and Financial Reporting
Maintain ledger-backed reporting aligned to MGA operational structure and program oversight.
Support financial statements and inquiry views with audit context.
Preserve period visibility to support carrier reporting cycles and regulatory oversight.
Financial Governance and Controls
Support controlled configuration for finance workflows and financial oversight roles.
Maintain consistent financial processing standards across multiple programs and carrier relationships.
Preserve carrier-facing accountability through structured financial record continuity.
Carrier Settlement Readiness | Program-Level Financial Control | Trust and Ledger Visibility
Claims Module
Claims Oversight Connected to Programs, Carriers, and Authority
Jetfile’s Claims module keeps all claim data tied to the policy and program record, giving MGAs real-time insight into loss performance and claim status. Whether managing claims directly or tracking externally handled claims, data remains connected to underwriting and financial context to support accurate reporting and informed decision-making.
Claims Inventory and Search
Maintain a centralized view of claims across programs and carrier relationships.
Filter claims by program, carrier, line, date range, status, and key identifiers.
Preserve historical claim visibility tied to the policy lifecycle for inquiry and audit reference.
Carrier and Program Context
Keep claims linked to associated policies, programs, and carrier context.
Preserve documentation continuity appropriate for carrier review and internal oversight.
Authority-Aligned Oversight
Support claims workflows aligned to delegated authority boundaries and operational roles.
Preserve claim activity history within the claim record for review and accountability.
Maintain oversight visibility without exposing internal routing or approval mechanics.
Reporting Readiness
Support claim reporting outputs aligned to carrier and program expectations at a summary level.
Keep loss visibility available alongside production and renewal context.
Preserve audit-ready claim reference tied to the program record.
Claims Oversight Visibility | Carrier-Aligned Claim Reporting | Program-Level Loss Accountability
Admin Module
System Governance for Multi-Program Delegated Authority Operations
Jetfile’s Admin module supports controlled configuration across underwriting, financial oversight, claims workflows, and compliance expectations so MGAs can run multi-program operations with consistent standards and role-based accountability.
Roles, Access, and Accountability
Configure role-based access across underwriting, finance, claims, operations, and leadership.
Align access to delegated authority responsibilities and separation of duties expectations.
Preserve audit visibility of key operational actions.
Program and Carrier Standards
Maintain program-level configuration and operational standards across carriers.
Keep processing expectations consistent across teams and programs.
Keep governance structured without exposing internal system design.
Oversight and Compliance Readiness
Maintain records and structures commonly required for operational oversight and review.
Support reporting readiness across carrier and regulatory obligations at a high level.
Preserve accountability through consistent configuration and record continuity.
Role-Based Governance | Program Standards Control | Compliance and Audit Readiness
Built-In System Enhancers
No Bolt-Ons Required
Jetfile embeds core operational capabilities directly within a unified MGA platform, keeping underwriting, financials, claims oversight, and operational activity connected across the entire policy lifecycle without relying on fragmented bolt-on systems.
Document Control
Store and manage documents within the same operational records used by underwriting, servicing, claims, and finance.
Preserve version continuity and record-based traceability appropriate for audits and carrier review.
Support secure handling of sensitive documents across the policy lifecycle.
Carrier Reporting Readiness
Support reporting outputs aligned to carrier and program expectations at a summary level.
Keep program continuity that supports carrier-facing accountability.
Preserve connected record context across underwriting, claims, and settlement activity.
Operational Visibility and Reporting
Provide real-time reporting views across lifecycle activity and program performance indicators.
Support executive visibility into operational pipelines, financial exposure, and follow-through.
Keep reporting context consistent without exporting operations into separate tracking systems.
Agent Portals
Built-In Program Distribution Connectivity
Jetfile embeds secure agent portals directly within the MGA platform. Submissions, document exchange, bind requests, and payment activity enter the same system that manages underwriting, financials, compliance, and program operations, preserving real-time visibility and policy-level continuity.
Provide agents structured, permission-based access to submit business, upload documentation, request binds, and remit payments.
Maintain full submission lifecycle tracking with communication history tied to the originating record.
Establish structured, traceable agent communication within the MGA program workflow.
Anchor every submission and communication to live production records, preserving policy-level visibility and operational continuity.
Integrations
Preconfigured MGA Infrastructure Extensions
Jetfile includes preconfigured integrations with industry service providers that activate within the platform. Payments, premium finance, underwriting data, carrier connectivity, compliance services, and analytics operate within the MGA workflow without requiring bolt-on systems.
Store and manage documents within the same operational records used by underwriting, servicing, claims, and finance.
Preserve version continuity and record-based traceability appropriate for audits and carrier review.
Support reporting outputs aligned to carrier and program expectations at a summary level.
Keep program continuity that supports carrier-facing accountability.
