
Growing volumes, tighter margins, and rising broker expectations are testing even the most agile MGAs. While AI and automation promise relief, many initiatives fail to deliver measurable impact – often adding cost and complexity instead.
The MGA Automation Framework
To help MGAs navigate this landscape, MGAA member and silver sponsor Unitary has developed the MGA Automation Framework: a practical guide designed to cut through the hype and show how to adopt automation that delivers results today.
Inside, you’ll find:
- A clear breakdown of today’s automation options – from RPA and IDP to AI Agents and Virtual Agents
- Guidance on matching technology choices to MGA workflows
- A partner checklist to ensure reliability, compliance, and rapid time to value
Whether you’re refining existing processes or evaluating new technology, this guide offers an MGA-specific framework to help you move forward confidently.

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