AI Agents for MGAs | V7 Solutions

Launching Skills empowering our agents

Learn more

A new framework for building AI agents.

MGAs

Slow submission processing limits your binding capacity

AI agents for MGAs. Process submissions, extract risk data and generate quotes faster — without adding headcount.

Get data from

MGA Profitability Optimization Agent

AI Brokerage Operations Agent

V7 Agents do the work

AI Policy Issuance Specialist Agent

Insurance Claims Automation Agent

Abstract blue and purple gradient background

Legal Risk Identification Agent

Abstract gradient of pink and green colors.

AI Regulatory Compliance Agent

Send back processed data

MGAs design and underwrite specialist insurance products on behalf of capacity providers, managing the full submission-to-bind workflow across delegated authority agreements.

Teams manually triage submissions, extract risk data and check bordereaux across high volumes with limited underwriting staff. That bottleneck slows quote turnaround and puts delegated authority compliance at risk.

Designed to work for your

Underwriter

Head of Underwriting

MGA Principal

Automating the MGA underwriting workflow

From submission intake to capacity reporting, V7 agents handle the document-heavy steps across the MGA lifecycle.

Submission intake

Risk assessment

Quoting

Binding & compliance

Capacity reporting

Submission triage
ACORD form extraction
Eligibility screening
Duplicate detection
Appetite matching

Explore all our agents

Home

MGA Perf Grid

Build

Review

Workflow

Export

Portfolio Metric

Clauses

Gross Written Prem

Loss Ratio

Broker Comm %

Net UW Margin

Program Premium

Policy Count

Avg Policy Size

Bind Rate

Renewal Rate

Program Loss Cost

Carrier Capacity

Exposure Limit

Growth Rate

42000000

61.7

18.5

20.3

28000000

5400

7800

29.1

84.6

64.2

18000000

25000000

17.6

Program Report

Loss Review

Broker Terms

UW Margin Sheet

Program File

Policy Ledger

Policy Analytics

Bind Report

Renewal Report

Loss Cost File

Carrier File

Exposure Sheet

Growth Plan

Premium growth strong

Loss trend rising

Broker cost heavy

Margin compression

Program growth solid

Policy scale rising

Avg policy stable

Bind rate healthy

Renewals strong

Loss cost pressure

Carrier capacity tight

Exposure concentration

Growth accelerating

Submission intake

Risk assessment

Quoting

Binding & compliance

Capacity reporting

Submission triage
ACORD form extraction
Eligibility screening
Duplicate detection
Appetite matching

Explore all our agents

Home

MGA Perf Grid

Portfolio Metric

Clauses

Gross Written Prem

Loss Ratio

Broker Comm %

Net UW Margin

Program Premium

Policy Count

Avg Policy Size

Bind Rate

Renewal Rate

Program Loss Cost

Carrier Capacity

Exposure Limit

Growth Rate

Premium growth strong

Loss trend rising

Broker cost heavy

Margin compression

Program growth solid

Policy scale rising

Avg policy stable

Bind rate healthy

Renewals strong

Loss cost pressure

Carrier capacity tight

Exposure concentration

Growth accelerating

Explore MGAs Agents

Proof of concept in hours.

Covering specialised use cases

Deployment in days.

MGA Profitability Optimization Agent

Automate MGA profitability analysis with AI. Extract commission data, identify margin leakage, and optimize carrier relationships to maximize bottom-line performance.

MGA Profitability Optimization Agent

Automate MGA profitability analysis with AI. Extract commission data, identify margin leakage, and optimize carrier relationships to maximize bottom-line performance.

AI Brokerage Operations Agent

Automate brokerage operations with AI. Extract trade data, validate compliance, reconcile accounts, and process settlements faster with V7 Go's specialized agent.

AI Brokerage Operations Agent

Automate brokerage operations with AI. Extract trade data, validate compliance, reconcile accounts, and process settlements faster with V7 Go's specialized agent.

AI Policy Issuance Specialist Agent

Automate policy packet assembly with V7 Go's AI agent. Combine forms, endorsements, and coverage details to generate complete, compliant policy documents in minutes.

AI Policy Issuance Specialist Agent

Automate policy packet assembly with V7 Go's AI agent. Combine forms, endorsements, and coverage details to generate complete, compliant policy documents in minutes.

Insurance Claims Automation Agent

Reduce claim cycle times by automating intake and data extraction. This V7 Go agent processes FNOL submissions, claim forms, and police reports in minutes.

Insurance Claims Automation Agent

Reduce claim cycle times by automating intake and data extraction. This V7 Go agent processes FNOL submissions, claim forms, and police reports in minutes.

Legal Risk Identification Agent

Proactively identify legal liabilities in contracts and due diligence documents. V7 Go's AI agent automates risk assessment to mitigate costly future litigation.

Legal Risk Identification Agent

Proactively identify legal liabilities in contracts and due diligence documents. V7 Go's AI agent automates risk assessment to mitigate costly future litigation.

AI Regulatory Compliance Agent

Ensure your business documents meet regulatory standards like GDPR, HIPAA, and FINRA. V7 Go's AI agent automates compliance verification to mitigate risk.

AI Regulatory Compliance Agent

Ensure your business documents meet regulatory standards like GDPR, HIPAA, and FINRA. V7 Go's AI agent automates compliance verification to mitigate risk.

Integrate MGAs Stack

Connect to your submission inboxes, rating tools and carrier portals.

Import and export into your most used applications.

Results you can trust.
Trustworthy AI document processing toolkit.

QuickBooks

Connect QuickBooks to V7 Go and automate financial workflows, invoice processing, customer management, and accounting operations with intelligent AI coordination.

QuickBooks

Connect QuickBooks to V7 Go and automate financial workflows, invoice processing, customer management, and accounting operations with intelligent AI coordination.

Xero Accounting

Connect Xero Accounting to V7 Go and automate invoice processing, financial reconciliation, and accounting workflows to accelerate month-end close and reduce manual data entry.

Xero Accounting

Connect Xero Accounting to V7 Go and automate invoice processing, financial reconciliation, and accounting workflows to accelerate month-end close and reduce manual data entry.

Zoho Books

Connect Zoho Books to V7 Go and automate invoice processing, expense tracking, financial reporting, and accounting workflows to accelerate business operations.

Zoho Books

Connect Zoho Books to V7 Go and automate invoice processing, expense tracking, financial reporting, and accounting workflows to accelerate business operations.

sevDesk

Connect sevDesk to V7 Go and automate invoice management, contact creation, financial document processing, and accounting workflows with intelligent AI coordination.

sevDesk

Connect sevDesk to V7 Go and automate invoice management, contact creation, financial document processing, and accounting workflows with intelligent AI coordination.

Wise

Connect Wise to V7 Go and automate international money transfers, exchange rate monitoring, and cross-border payment workflows with intelligent coordination.

Wise

Connect Wise to V7 Go and automate international money transfers, exchange rate monitoring, and cross-border payment workflows with intelligent coordination.

Stripe

Connect Stripe to V7 Go and automate payment processing, invoice management, subscription workflows, and financial reconciliation with intelligent AI coordination.

Stripe

Connect Stripe to V7 Go and automate payment processing, invoice management, subscription workflows, and financial reconciliation with intelligent AI coordination.

Testimonials

Get started

Trusted by teams shipping AI to production

What customers say after choosing V7 Go

Features

Get started

Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions

Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions

Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions

Security

Scale with security

V7 is fully secure & compliant

SOC 2, ISO27001 and GDPR compliant

Role-based access control

Secure data handling

SOC 2

GDPR

ISO27001

Security

Scale with security

V7 is fully secure & compliant

SOC 2, ISO27001 and GDPR compliant

Role-based access control

Secure data handling

SOC 2

GDPR

ISO27001

FAQs

Have questions?
Find answers.

What types of documents can V7 process for MGAs?

V7 agents process the full range of documents MGAs work with — ACORD forms, broker submissions, loss runs, exposure schedules, policy wordings and bordereaux — in PDF, Excel or structured data formats. Every extracted data point is cited back to its source so underwriters can verify outputs instantly. Learn more about V7 agents.

How does V7 help MGAs process high submission volumes?

V7 Go runs agents in parallel across large submission queues, triaging, extracting and structuring risk data at a pace that removes the manual bottleneck without requiring additional underwriting headcount. The platform maintains full citation quality regardless of volume.

Can V7 support delegated authority compliance?

V7 agents can extract bound risk data and cross-reference it against your delegated authority parameters, flagging submissions that fall outside appetite or require referral before binding. This makes compliance a continuous automated check rather than a manual end-of-process review. See the full agent capabilities.

How does V7 help with bordereaux and carrier reporting?

V7 agents extract and structure policy-level data from bound risks, automating the population of bordereaux templates and carrier reports without manual re-keying. This reduces the time spent reconciling data at reporting cycle-end and lowers the risk of errors in carrier submissions.

How does V7 fit into our existing submission workflow?

V7 is built to sit alongside the tools MGA teams already use, routing structured outputs into your rating systems, policy platforms and reporting tools without manual re-entry. Agents are configured without engineering resources, so underwriting teams can adopt them without IT involvement. See how teams get started in our customer stories.

Does V7 work across different lines of business?

V7 agents are document-agnostic and work across the full range of MGA lines — from property and casualty to professional liability, cyber and specialty. The same agent framework adapts to the submission types and risk structures specific to each line of business.

State of 2026

Answers. Tasks. Operations.

AI handles the first two.

Almost no one automates the third.

Until now.

Welcome Go

It's time

Start building fully automated processes with Workflow by V7.

6:53

Watch video