WALT Has 140+ Users And Counting
The Most Versatile Agency Management System On The Market
Updates are included – every one, every time.
We listen to your suggestions and incorporate your ideas in every software and database release. Which, by the way, occur on a frequency unparalleled by any other management system provider.
Endless Possibilities: The System You Need
WALT’s powerful options, along with its open structure, lets you integrate how your agency needs. WALT allows you manage many different lines of business with different workflows.
Incredible Features: The Proof Is In The Pudding
WALT is loaded with useful features, each one with its own meaningful purpose. We listen to our users and integrate their feature requests on a regular basis. WALT is not only built by us, but also by our users.
Policy Management
WALT manages policies throughout their lifetime for hundreds of lines of business.
Advanced Imaging
No paper needed. Integrated viewing and annotation keeps you on top. Attach virtually any image to a policy record.
Powerful Workflows
Work the way that you want. Utilize tasks for your users to stay organized.
Policy Issuance
Assign policy numbers, print & invoice from the same system.
Forms
Use our Shortcode and Forms Mapping to place your policy data into any document for any purpose. The robust forms management tool is capable of everything from complex policy forms to simple form letter creation.
Integrated Accounting
Accounting has never been easier. Works with direct bill, agency bill, finance companies and online payments without hassle.
Payments & Portal
WALT can produce a balance due & accept online payments from your agent portal.
Data Export
Data can be exported in nearly any imaginable format from anywhere in WALT. JSON, XML, TSV, Fixed, etc. You name it, WALT can export it. ODBC is also available.
Connected
WALT requests and responds to many web services. A few features include: Automated OFAC/SDN Search, finance web service with FinancePro, real-time data with Bell & Clements, Penn America rate & form web service, and XML / JSON export of anything found in WALT.
Dashboard
WALT has built-in Dashboards for your company, each Department and individual users. It’s like a Fitbit® for your business!
Those Are Just A Few Main Features, There Are Plenty More
New business submission login, underwriter assignment and duplicate check
Manage new business
Create policy worksheets, enter rating
Memos and quote tools
Microsoft Outlook and Google Apps for Business Integration
Quote Status tracking
One step binding from a quote
Integrated certificates of insurance
Integrated MVR processing
Manage tasks and follow ups
Unlimited forms and memos
Easily manage renewal policies
Integrated Claims module
Crystal Reports Integration
Google Chrome Search Plugin
Premiums billed and balances due
Policy documents
Links to finance company detail
Integrated FAX – Send and Receive
Remote Audits via Website
Open-Item or balance forward
Broker statements
Receivables management
Full aged receivables reporting
Vendor payable tools
Fully integrated general ledger
Installment billing
Direct Bill
Partnership
MGA Resource partners contribute not only their time but also their experience and ideas. It is this contribution which constitutes the value added component that separates our system from other wholesale insurance management systems. Our partners share a dedicated focus and actively participate in the continuing innovation and technical development of MGA. Our partnership makes it possible to experience the benefits of a proprietary system and the stability of a joint venture.
Oh yeah, and we also rock at insurance.