WALT @ AAMGA!

The WALT partners exhibited at the 2016 AAMGA Automation Conference. We hope to see you in 2017! Click the AAMGA logo for more information on the event.

WALT Has 200+ 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.

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

Contact us about WALT Now!

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.