Insurance SaaS for MGAs & Brokers

A digital insurance platform that provides a comprehensive policy administration system (PAS) for brokers and MGAs, combined with AI based underwriting and claims automation.

Technology Built for the Real World

The Insurance SaaS solution combines a comprehensive insurance platform for the UK with AI support and API access.

The PAS integrates broker portal software with B2C and B2B quote-bind-issue functionality while, the API allows straight-through-processing for insurers and claims TPAs.

For MGAsBespoke Solutions
Customised for you!
  • Highly automated policy administration.
  • Delegated authority, splits
  • Workflow & reporting management.
For Insurers & ClaimsEasy Access
Data when you need it!
  • Automated Bordereaux.
  • Claims management and reporting.
  • Portfolio and fraud risk flags.
For BrokersFully Digital Administration
What are you waiting for?
  • Broker enablement tools including profile and validation.
  • Referral management.
  • Product marketplace.
For ComplianceBuild Trust
Regulatory support.
  • Consumer duty evidence.
  • Solvency and financial reporting.
  • GDPR and conduct audit trails.

The Future of Insurance

Tapoly’s platform is enabled by straight-through processing (STP) and APIs to allow AI data enrichment and an agile rating engine for insurance risk and portfolio management.

Using proprietary AI tools and generative AI systems, the SaaS solution supports accelerated decision making, consumer duty compliance and automated reporting.

Choose a solution for your firm


A reliable and cost-effective toolset for quote and buy, policy administration and distribution features.

All the features of the Standard Package plus:

  • Enhanced toolset for quote and buy;
  • Automated policy administration and distribution features.
  • Advanced data analytics with AI support.
  • Financial, conduct and regulatory reporting.
  • Marketing and customer contact automation for growing teams.

The Enterprise Package is bespoke built for your needs. Everything customised to your way of working, portfolio and product suite. You get:

  • A reliable toolset for quote and buy, with AI enhanced referral and underwriting in a branded and user defined environment.
  • Advanced policy administration and distribution features.
  • Onboard data analytics for better portfolio management and drill-down management information.
  • Automated and bespoke bordereaux reporting.
  • Financial, fraud and conduct reporting.
  • Automation tools for distribution and customer cross marketing.
  • Role allocation for growing teams.

Enterprise Package: Customisable and fully integrated with your systems, perfect for complex operations.

Why Tapoly?

API Enabled

Integrate seamlessly with your insurance and accounting systems

Bespoke Configuration

Tailored to fit and enhance your portfolio, operations and goals

Real-time Analytics

Smart AI insights to enable the best decision making

We want to hear from you

Get in touch

Our team are waiting to hear from you, to share more about SAAS platform and the benefits it can provide you.