Software for Canadian MGAs
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.
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One extraction, reviewed once, used everywhere downstream.
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.
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.
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.
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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
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We will talk about one program, not your whole book.
Pick a time that fits your schedule.
Upload your messiest loss runs to SortSpoke
Watch us extract data from your files in real-time.
By clicking Book Now you're confirming that you agree with our Terms and Conditions.
BOOK A DEMO
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.
