Smart financial operations for MGAs

Smart financial operations for MGAs

Learn more about the ultimate finance tool for Managing General Agents.

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Sign up for a demo to see how you can:

Check icon Start fast with the #1 finance operations platform for MGAs

Check icon Seamlessly integrate with your existing admin systems

Check icon Automate financial tasks to save time and reduce errors

Check icon Manage billing, payments, and disbursements in one place

Check icon Streamline AR/AP processes to improve cash flow

Check icon Simplify compliance with faster and more accurate reporting

Check icon Give your clients an easy-to-use billing and reconciliation system

Check icon Make smarter decisions with dashboards and reporting

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Authentic
Their team is staffed with insurance experts who truly understand the myriad of use cases MGAs need to solve within invoicing, payments, and reconciliation."
Cole Riccardi
CEO, Authentic

Trusted by fast-growing MGAs, PE-backed rollups, and digital-first carriers

How Obie used Functional Finance to eliminate manual processes and scale faster

A fast-growing MGA shares how they eliminated manual processes and gained real-time visibility into growth.

Check icon Saved 48 hours a month for finance team

Check icon Cut reimbursement time by 80%

Check icon Saved 12 hours a month with real-time reporting

Check icon Grew 500% year-over-year

Check icon Saved $65,000 per month with credit card fees