Invoff Limited
A fully hosted and a turnkey SaaS solution for MGAs

Empower YourMGA Operations

Specialised platform designed for Managing General Agents to Launch new products in weeks, not months without relying on developers or external IT teams, efficiently manage delegated authority,track performance, maintain compliance, and scale operations while strengthening customer relationships.

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Authority Management
Centralised authority tracking
%
Processing Efficiency
Improved workflow efficiency
%
Compliance Rate
Regulatory compliance
%
Broker Satisfaction
Enhanced broker relationships

Product Building & Launch Workflow

Product Design

Create and configure insurance products with our intuitive builder

Rule Engine Setup

Define underwriting rules and pricing logic

Rapid Launch

Deploy to production in days, not months

Digital Submission

Streamlined digital submission capture with built-in CRM

Quote Generation

Automated quote processing with real time pricing

Policy Issuance

Seamless policy creation and documentation

Premium & Payment Processing

Automated tracking, invoicing, multiple payment methods, and real-time premium allocation

MTA Processing

Mid-term adjustments and policy modifications

Renewal Management

Renewal reminders and tracking, YoY risk and rate comparison with the support of auto renewal

Claims FNOL

First notification of loss and claims initiation

Accounting Integration

Automated financial reconciliation and reporting

Bordereaux Reporting

Automated data compilation for insurers

Traditional MGA Approach

Launch Timeline
6-12 months
Quote Processing
24-48 hours
Manual Processes
85% manual
Data Accuracy
85% accurate

INVOFF Platform

Launch Timeline
4-6 weeks
Quote Processing
30 seconds
Automation Level
95% automated
Data Accuracy
99.9% accurate

Complete MGAManagement Suite

Everything you need to manage delegated authorities, track performance, ensure compliance, and build stronger relationships with your brokers, customers and insurers.

Digital Distribution/e-Trading

Distribute your products to brokers or directly to customers with our no-code Product Builder and white-labeled partner portals. Deliver faster service, extend your reach, and enhance your customer experience.

Product Builder and Rating Engine

Configure Products and customise digital proposal forms, fine tune rating factors, and adjust underwriting terms as market condition evolve, so you can respond faster to market demand, stay compliant, and grow your book with confidence.

Relationship Management

Track the full broker and customer journey from first interaction to submission, quote and policy, giving you a 360° customer view. Our advanced Relationship Manager extends to your (Re)insurers, TPAs, and your embedded product partners, providing a complete snapshot of your portfolio in a single place, without jumping between multiple systems and data sources.

Delegated Authority

Manage delegated underwriting authority with configurable rules, access control, and secure audit logs to ensure you never run out of capacity or breach any Uw authorties agreed with your insurer. Manage binding authorties renewals and MTAs in your own contract manager linked with your UW hub and distribution partner portals & APIs

Rating and Pricing

In-built rating engine allow MGAs to configure rating models or plug-in your own rating model solution to generate technical rates and perform UW adjustments, manage subjectivities in the workbench in a fully audited flow.

Quote and Bind

Issue quotes with integrated wording library and document production capability, allow complete data-integrity and quicker deliver of quotes to your brokers and customers as PDFs or direct message into their system via the Quote APIs. Issues Policies / Certificates and manage payment cycles within the selfserve portals or via Broker APIs.

Renewals and MTAs

Manage policy renewals with automated reminders and pre-filled renewal submissions, augmented with up-to-date third-party data. No need for brokers or customers to re-enter information, ensuring a frictionless renewal experience.See highlighted key changes from the previous year, giving underwriters a clear view of risk to adjust pricing and terms with confidence, reducing underwriting time. All mid-term adjustments are tracked and linked to the renewal, providing a complete, current view of the risk in one place.See YOY insights with risk and pricing trends tracked helping you improve retention, pricing accuracy, and underwriting efficiency.

Billing and Payments

Manage payments through integrated third-party providers or issue debit notes and invoices directly to brokers and customers—ensuring faster settlements. Automated billing workflows reduce manual effort, cut admin time, and minimise errors. Custom billing rules support your unique distribution models whether it’s direct to customer, broker led, or delegated schemes, delivering full visibility into payment status.

Accounting & Credit Control

Manage technical accounting, view insurer premium splits, taxes, and commissions directly within the platform. Track payment statuses in real time or integrate seamlessly with your back-office accounting system via our Accounting API for automated updates and reconciliation.

Bordereaux Reporting

Delivering real time written and paid premium information online, via API and delivering Lloyd's bordereaux reporting for insurers.

Compliance & Scalability

Deliver compliant services within your agreed binding authorties using our platform, with underwriting rules configured to match your binder. Onboard your brokers and customers using our built-in CRM with integrated compliance workflow for checking credit scores, sanction screening, and TOBA management.

Performance Insights

Track Binder performance, aquisition, retention ratios, loss ratios, and broker performance with platform analytics. Manage in within the platform or we feed into your data warehouse.