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Purpose-Built for MGAs, Program Administrators, and Brokers

ConceptOne equips your insurance enterprise with the tools to achieve more. Purpose-built for MGAs, program administrators, and wholesale brokers, ConceptOne makes managing and automating your workflows easier than ever.

Policy Management

Claims Management


Document Management

Powerful, End-to-End Capabilities for MGAs

Built by a highly-specialized team, ConceptOne is the only end-to-end software solution that addresses the unique needs of this niche market.

Extensive Configurability

Highly-configurable platform ensures that each client’s unique business requirements drive the software and not the other way around.

Agency Management

A true hybrid policy admin / agency management system, ConceptOne helps simplify the management of agency commissions, agreements, and licensing information as well as deliver marketing communications and agency reports for improved customer relations.

Integrated Accounting and GL

ConceptOne provides tightly-integrated, comprehensive accounting, eliminating the need for separate solutions to perform payable, receivable, and general ledger accounting functions. All billing methods, multi-carrier splits, finco, and third-party billing are supported.

Policy Issuance

Minimize E&O exposure and streamline policy creation with form rules and system-generated forms.

Enterprise-grade Scalability

ConceptOne’s technology platform supports enterprise-grade performance and deployments of all sizes.


Extend the value of ConceptOne by leveraging standardized APIs to access/process system data and documents from third-party applications. Increase market share and speed-to-market with the flexibility to build out a unique agent and/or insured portal experience.

Embedded Document Management

ConceptOne’s embedded document management system simplifies your need to create, collect, store, annotate, route, distribute, index, and retrieve documents with seamless connectivity between documents and their the associated business processes and entities.


Through its integration with MS Word and MS Outlook, users can create email templates and correspond from within ConceptOne.

Automated Business Process Workflows

Managing and automating the workflow of your data is now easier than ever. ConceptOne simplifies tasks with self-defined workflows, providing efficient and consistent task completion.