One Platform. One Truth.
Digitalise your entire brokerage or MGA business with a single, secure, AI-native core system.
Agiliux Modern System of Record is a unified insurance core platform designed for brokers and MGAs to centralise policy, client, and financial data within a single secure environment. It replaces fragmented legacy tools with an integrated operational backbone that improves data accuracy, visibility, and workflow efficiency. This unified backbone supports a range of insurance businesses, including broker operations and insurer platforms, enabling them to centralise and automate data, workflows, and reporting.
Complete Functional Coverage
Agiliux offers all modules including submissions, quoting, placement, policy issuance, endorsements, renewals, claims, bordereaux, accounting and reporting within the same system. That means you no longer operate with 80% of your work in a system and the rest in Excel. Everything is unified to reduce fragmentation and ensure consistency. This consistency is especially valuable for reinsurance brokers and personal lines brokers, who rely on accurate policy and client data for risk handling and customer satisfaction.
Single Source of Truth
All client data, policy history, documents and workflows reside in one platform. This eliminates the risk of mismatched versions or missing information across multiple systems. You can generate comprehensive, accurate reports without manual reconciliation.
Single Source of Truth
All client data, policy history, documents and workflows reside in one platform. This eliminates the risk of mismatched versions or missing information across multiple systems. You can generate comprehensive, accurate reports without manual reconciliation.
Agiliux replaces disconnected tools with one secure platform that unifies all broker and MGA operations. It removes data gaps, reduces manual work and creates a single, consistent system of record for your entire business. This unification is the critical first step to deploying artificial intelligence safely.
Efficiency & Accuracy
A unified system reduces time spent on manual record-keeping, report compilation and cross-system reconciliation. Teams can collaborate more easily using consistent and up-to-date data.
Scalable & Secure Cloud
The platform is cloud-native to deliver secure, on-demand access, automatic updates and robust data protection. You benefit from enterprise-grade infrastructure without managing your own servers.
API-first Architecture
Agiliux integrates with your existing ecosystem including CRM, accounting systems, insurer portals and data providers via open APIs. This ensures seamless data flow and avoids silos to give you a connected technology stack. APIs are further extended by an Agiliux MCP Server to allow any LLM based application to talk to Agiliux. These integrations are supported by our Agiliux Consulting and Agiliux Bespoke services, which help companies plan migrations and tailor platform workflows to their business processes.
Frequently Asked Questions
What constitutes a "Modern System of Record" in today’s insurance market?
A modern system of record is a unified, cloud-native core platform that replaces disconnected legacy tools and spreadsheets with a single, secure database. It acts as the “Single Source of Truth” for an entire brokerage or MGA, integrating quoting, policy management, claims, and accounting into one environment. This ensures that every team member works with consistent, real-time data, which is the foundational requirement for deploying artificial intelligence safely and effectively.
How does a unified core system address the "responsiveness gap" in broker-MGA relationships?
Responsiveness is consistently rated as a top priority for brokers, yet many MGAs struggle to meet turnaround expectations due to manual workflows. A unified core system eliminates the friction caused by re-keying data between separate tools. By automating the flow from submission to policy issuance, MGAs can provide instant or near-instant responses, significantly improving their star ratings and broker trust.
Why is a "Single Source of Truth" critical for FCA Consumer Duty compliance?
The Consumer Duty requires firms to evidence good outcomes for customers through granular data. If data is fragmented across different systems, producing a coherent “Consumer Duty Board Report” becomes a massive manual undertaking. A unified system of record provides a complete, timestamped audit trail of every interaction, allowing firms to demonstrate fair value and consumer understanding with significantly less administrative overhead.
Can a modern system of record eliminate the need for Excel-based bordereaux?
Yes. In a fragmented environment, bordereaux are often compiled manually by pulling data from multiple sources, a process prone to error. A modern core system captures all transactional data, premiums, claims, and risks, at the point of entry. This allows for the real-time, automated generation of bordereaux, which can be shared via API or secure export, meeting the stringent data standards required by Lloyd’s and other capacity providers.
How does migrating to a unified core system affect operational scalability?
Legacy systems often act as an “anchor,” where adding more business requires a linear increase in administrative staff. A unified AI-native core breaks this cycle by automating routine tasks. This allows MGAs and brokers to handle higher transaction volumes without proportional increases in headcount, enabling the business to focus on niche risk placement and complex advisory services.
What are the primary risks of delaying the replacement of a legacy system?
Delaying modernisation leads to “digital drift,” where a firm becomes increasingly unable to participate in the modern insurance ecosystem. Legacy systems often lack the API connectivity required for transformation programmes like Lloyd’s Blueprint Two or the data structure needed for AI tools. Firms that wait risk losing market share to more agile, digitally-native competitors who can quote faster and manage risks more precisely.
Why this matters?
When your operations are fragmented, you risk inefficiency, miscommunication and mistakes. More importantly, you cannot automate what you cannot see. Agiliux’s modern system of record means you run your business from a unified, controlled environment. As a result, you save time, reduce risk and improve the quality of information across broker-insurer relationships.