DUAL Group Implementation of MGA Management Platform

This document is a case study detailing the implementation of a flexible and modern Managing General Agent (MGA) management platform by DUAL Group. The initiative aims to enhance productivity and revenue by providing agents with improved tools for selling and servicing customers. The case study outlines the timeline of the project, which began in New Zealand in August 2019 and expanded to Australia in January 2020. Key benefits include the migration of legacy policies, an increase in the number of policies processed, and significant improvements in quoting efficiency. The document also discusses the Celent perspective on agent digitization, emphasizing the importance of technology in enhancing agent productivity and customer relationships. Specific recommendations for insurers are provided, focusing on automation, integration, and the enhancement of digital capabilities to support agents. The case study serves as a model for other insurers looking to modernize their operations and improve agent effectiveness.