The Year of the MGA – From Pricing Transformation to Underwriting Performance

As the MGA market enters a new phase of growth, technology is becoming critical to scaling efficiently without compromising underwriting discipline. This webinar will explore findings from Optalitix and Insurance Post’s latest research into how MGAs are modernising pricing and underwriting operations.

Drawing on insights from MGA leaders, the session will examine why Excel remains central to pricing, how firms are combining familiar tools with modern governance and deployment, and where AI can deliver practical value by reducing manual work and accelerating processes.

We’ll also explore the barriers to transformation – from skills and organisational change to legacy integration – and why the next phase will be about connecting pricing, underwriting, data and AI into a seamless workflow that enables faster decisions, stronger governance and more profitable growth.

• Describe the key trends driving pricing transformation and technology investment across the MGA market.
• Explain how modern technology, data and AI can support more efficient, scalable and profitable underwriting operations.
• Summarise the role of Excel and other familiar pricing tools alongside modern governance, automation and deployment capabilities.
• Outline the key organisational and operational challenges MGAs face when modernising pricing, and the factors that can support successful transformation.