MGA reporting software with live data, no spreadsheets.
Soldek is MGA reporting software that gives underwriters, carriers and management real-time visibility into the book. Automated bordereaux, loss ratio dashboards and regulatory reports — produced directly from live data.
In the platform
- Real-time portfolio dashboard
- Automated bordereaux
- Loss ratio analytics
- Carrier reporting
- Regulatory reports
- AI trend detection
MGA reporting software that turns live data into decision-ready intelligence
Most MGAs report on their book by exporting data to spreadsheets and building reports manually. That means reports are always out of date, always manually corrected and always time-consuming to produce. MGA reporting software should do the opposite: live data, automated reports, instant insight.
Soldek's MGA reporting software is built directly on top of the operational data. There are no exports, no ETL pipelines and no separate BI tool to maintain. Every policy, premium and claim automatically feeds the live dashboard. Bordereaux are produced on demand. Loss ratios update in real time.
- Replace manual spreadsheet reporting with automated live reports
- Produce carrier bordereaux on demand — no data exports required
- Monitor loss ratio by segment in real time, not at month-end
- Give capacity providers the reporting transparency they require
MGA reporting software,
all in one platform.
Real-time portfolio dashboard
Live view of GWP, policy count, loss ratio and renewal rate — updated as each policy is written, endorsed or renewed. No manual refresh.
Automated bordereaux
Premium and claims bordereaux produced automatically from your live book in any format. Send to carriers on a schedule or on demand.
Loss ratio analytics
Slice loss ratio by product, distribution channel, geography, underwriter and period. Identify deteriorating segments before they hit your combined ratio.
Carrier & syndicate reporting
Per-carrier reports with the exact fields and format each capacity provider requires. Automated delivery on the schedule you set.
Regulatory reporting
Pre-built report templates for common regulatory requirements. Full audit trail on every policy action for examination and compliance review.
AI trend detection
Soldek's AI surfaces anomalies in your data: unusual loss patterns, pricing drift, concentration risk or submission quality changes — before they appear in your next bordereaux.
MGA reporting software,
answered.
What is MGA reporting software?
MGA reporting software is a tool that gives managing general agents real-time visibility into their portfolio — GWP, policy count, loss ratio, claims and bordereaux. Unlike generic BI tools, MGA reporting software is built directly on top of the underwriting and policy data, so reports are always current and produced automatically.
Does Soldek produce bordereaux automatically?
Yes. Soldek produces both premium and claims bordereaux automatically from your live book. Bordereaux formats are configurable per carrier — each capacity provider gets the exact format it requires, on the schedule you set, without manual extraction.
Can my capacity providers access reports directly?
Yes. Carriers and syndicates can be given read-only access to their bordereaux and portfolio reports within Soldek. This gives them real-time visibility into their book without requiring you to produce and send manual reports.
What reporting does Soldek provide for underwriters?
Underwriters get a live dashboard showing their active book, submissions in progress, renewal pipeline and key risk metrics. Analytics allow filtering by product, channel, geography and period — so underwriters can spot trends and make pricing decisions based on current data.
Related solutions
See Soldek
on your own book.
A 30-minute walkthrough of MGA reporting software on your products, your binders and your numbers.