Software for Canadian MGAs
Automate loss run report data extraction for faster, cleaner underwriting decisions — powered by human-in-the-loop AI
Your brokers send documents. Your capacity providers expect clean data back. SortSpoke sits between the two.
A managing general agent in Canada carries a burden a carrier does not: you underwrite on someone else's paper. The binding authority your capacity providers grant you comes with an obligation to show how you used it — accurately, on time, and in a form they can audit.
That obligation starts with the submission. SortSpoke extracts structured data from the documents your brokers actually send — completed CSIO applications, ACORD forms, loss runs, statements of values, and the broker-specific forms that match no standard at all.
- Data captured from the completed document, not a blank template
- Bordereaux and capacity-provider reporting built from the same extracted data your underwriters reviewed
- Canadian data residency available on request; data does not leave the configured region
- Human-in-the-loop — your underwriters keep authority over every delegated decision
From Broker Submission to Capacity-Provider Report
Extract Data Quickly
One extraction, reviewed once, used everywhere downstream.
- The submission arrives — email with mixed attachments, a completed CSIO application, ACORD forms, a loss run from the prior carrier, a schedule of values in CAD
- SortSpoke extracts the fields from the completed documents, whatever shape the broker sent them in. No templates to build, no model to train per broker.
- Your underwriter reviews exceptions with per-field confidence scores, and overrides where judgement belongs to a person. Authority stays with your team.
- Reviewed data flows onward — into your policy admin or program system, and into the bordereau and reporting your capacity providers receive, with an audit trail of who approved what and when
Extract Key Data 90% Faster
Underwriters can quickly and accurately extract data in a fraction of the time with 100% accuracy without the need for manual work, speeding up processes and reducing time spent on tedious work.
Prioritize High-Value Submissions
Not all submissions are created equal. Your team can customize triage rules and leverage intelligent prioritization to focus on the right risks that are most desired to bind.
Powerful, Simple, and Traceable
Underwriters can efficiently extract data with a system that’s easy to use and ensures every piece of data is traceable—without ever compromising on accuracy, even for the most complex submissions.
SportSpoke Platform | Security
Built for Enterprise
At SortSpoke, we understand that document processing in insurance and financial services demands the highest levels of security and compliance. Your sensitive data never leaves your control.
Our Security Foundation:
SOC 2 Type II compliant infrastructure built on AWS
Role-based access controls
Comprehensive audit logging and monitoring
Canadian Insurance Organizations Using SortSpoke
What SortSpoke Customers Say
What a First Conversation Looks Like
We will talk about one program, not your whole book.
Frequently asked questions
What does SortSpoke do for a Canadian MGA?
SortSpoke sits between the brokers who send you documents and the capacity providers who expect clean data back. It extracts structured data from the documents your brokers actually send — completed CSIO applications, ACORD forms, loss runs, statements of values, and the broker-specific forms that match no standard at all — capturing data from the completed document rather than a blank template.
How does this help with bordereaux and capacity-provider reporting?
Bordereaux, program performance and data returns to capacity providers are only as good as the intake they are built on. SortSpoke lets you extract once, review once, and report from the reviewed data rather than re-keying it, so the data in your bordereau is the data your underwriter approved — assembled once, not twice.
Do we have to roll this out across every program at once?
No. Binding authorities start and end on their own schedule, so a new intake process can go live on one program, prove itself, and then extend — without a core-system project. A first conversation is usually about one binding authority and one document type, not your whole book.
Does SortSpoke need templates or per-broker configuration?
No. There are no templates to build and no per-broker model training, so a new distribution partner sending a new form does not become a configuration project.
Who keeps authority over decisions made under our delegated authority?
Your underwriters do. SortSpoke is human-in-the-loop, with per-field confidence thresholds you set and a record of every human review and override, so you can show a capacity provider exactly who reviewed what and when.
What will our capacity providers' security review ask about?
Data residency and subprocessors, usually. Canadian data residency is available on request, and data does not leave the region your deployment is configured for. SortSpoke is SOC 2 Type 2 certified, which is the artefact a capacity provider's security review generally asks for. PIPEDA and Quebec Law 25 apply to the broker data you hold on their behalf, and Law 25 requires a privacy impact assessment before information is communicated outside Quebec.
Book a Demo
Pick a time that fits your schedule.
Bring Your Docs
Upload your messiest loss runs to SortSpoke
See Live Results
Watch us extract data from your files in real-time.
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See How SortSpoke Can Help You Process 5X More Submissions
After submitting, you'll choose your preferred date and time. Bring a real broker submission — a completed CSIO application or a messy email with attachments — and we'll run it.
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