Data & Reporting Services for MGAs
Turn Data Into Actionable Intelligence
Insurance MGAs depend on accurate, timely data to manage compliance, carrier relationships, and profitability. At Vital Services, we deliver end-to-end reporting, data quality, and analytics solutions that give you confidence in your numbers and clarity in your decisions.
Book a Free Consultation to see how better reporting can improve your business outcomes.
Why Data & Reporting Services Matter
For MGAs, data is more than numbers—it’s compliance, profitability, and trust with carriers. Without the right reporting processes in place, mistakes can lead to regulatory risks, lost revenue, and strained relationships.
Vital Services ensures your reporting ecosystem is:
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Accurate – no mismatched policies or claims.
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Compliant – aligned with DOI, carrier, and audit requirements.
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Timely – delivered when you need it, not weeks later.
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Actionable – dashboards and insights that support smarter decisions.
Talk to a Data Specialist about aligning reporting with your MGA’s needs.
Operational Reporting
Keep your MGA running smoothly with transparent operational reporting.
We provide:
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Premium & Commission Reports (by policy, carrier, or producer).
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Claims Status Reports with reserve tracking.
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Policy Activity Reports – new, renewed, canceled, or endorsed.
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Producer Performance Reports – production, retention, and loss ratios.
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Accounting & Reconciliation reports with suspense account tracking.
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Flexible delivery schedules (daily, weekly, monthly, or ad hoc).
The result: clear visibility into business performance and financial accuracy.
Request Operational Reporting to improve visibility and control.
Regulatory & Carrier Reporting
Stay compliant and meet carrier requirements without the stress.
We deliver:
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Bordereaux Generation (premium, claims, and exposure) in Excel, XML, or CSV.
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DOI Filings with jurisdiction-specific extracts.
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Audit Support Reports for smooth review processes.
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Carrier-Specific Metrics tailored to contract terms.
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Automated delivery via SFTP, email, or portals.
The result: confidence that every report is audit-ready and carrier-compliant.
Schedule Regulatory Reporting Support to reduce compliance risks.
Data Quality & Reconciliation Services
Your MGA can’t afford incomplete or inaccurate records.
We provide:
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Policy-Premium Matching to validate issuance vs. billing.
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Claims-Premium Reconciliation to ensure accurate loss ratios.
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Data Clean-up Projects to fix incomplete or invalid records.
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Exception Reports that flag anomalies or compliance gaps in real time.
The result: cleaner data, fewer errors, and better decision-making.
Request Data Reconciliation to improve accuracy and compliance.
Business Intelligence (BI) & Analytics
Go beyond reports—gain insights that drive profitability.
We help you unlock:
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Executive Dashboards for premium, loss ratios, and growth trends.
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Underwriting Insights by line of business, state, carrier, or producer.
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Self-Service BI workspaces in Power BI with secure access.
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Advanced Analytics including forecasting, segmentation, and risk modeling.
The result: actionable intelligence that drives smarter strategies.
Schedule a BI Demo to see your data come to life.
Why Choose Vital Services?
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Deep expertise with MGAs and carrier relationships.
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Proven reporting frameworks for compliance and audits.
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Flexible delivery across multiple tools and formats.
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Tailored BI and analytics for executives and underwriters.
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End-to-end support: from daily reports to predictive insights.
Let’s Build Your Data Strategy and future-proof your reporting ecosystem.
Transform raw data into meaningful insights and ensure compliance at every step.
Book Your Free Consultation Today and see how Vital Services can strengthen your MGA’s data and reporting foundation.
Frequently Asked Questions
What are Data & Reporting Services for MGAs?
Our services provide insurance MGAs with accurate, compliant, and actionable reporting solutions. From premium and commission reports to DOI filings, bordereaux generation, and advanced BI dashboards, we ensure your data is reliable and your reporting processes are streamlined.
Why do MGAs need specialized reporting support?
Unlike generic reporting, MGA-specific data requires strict compliance with carriers, regulators, and auditors. Errors can damage carrier relationships and expose your organization to risk. We provide reporting that is tailored to MGA workflows, helping you stay compliant, profitable, and audit-ready.
Schedule a Consultation to discuss your reporting needs.
What types of operational reports can you create?
We build and deliver reports covering:
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Premium and commission tracking.
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Claims status and reserve reporting.
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Policy activity (new, renewed, canceled, endorsed).
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Producer performance metrics.
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Accounting and reconciliation.
These reports are available on a daily, weekly, monthly, or ad hoc basic.
Request Operational Reporting to gain better visibility into your MGA’s performance.
How do you support regulatory and carrier compliance?
We generate and deliver bordereaux reports, DOI filings, audit extracts, and carrier-specific metrics. Reports are formatted to meet contract and jurisdictional requirements, and can be delivered securely through SFTP, email, or carrier portals.
Schedule Regulatory Support to simplify compliance.
What if my data is incomplete or inaccurate?
That’s where our Data Quality & Reconciliation Services come in. We match policies to premiums, reconcile claims to loss ratios, clean up invalid records, and create exception reports that flag compliance gaps in real time.
Request Data Cleanup to fix errors before they become costly.
Do you provide dashboards and BI solutions?
Yes. We design executive dashboards, underwriting insights, and self-service BI workspaces in tools like Power BI. We also deliver advanced analytics such as forecasting, segmentation, and risk modeling.
Schedule a BI Demo to see how your data can drive smarter business decisions.
Can your services scale as my MGA grows?
Absolutely. Our reporting and BI frameworks are designed to adapt to new carriers, lines of business, states, and regulatory requirements. Whether you’re managing more policies or expanding your footprint, we ensure your reporting scales with you.
Book a Free Consultation to future-proof your data ecosystem.
How do I get started with your services?
It’s simple. Book a free consultation with our expert team to explore our professional services. We’ll assess your current setup, discuss your goals, and create a custom IT roadmap that fits your organization’s needs.
