Designed for MGAs & Brokers

One place to manage partner documents across your insurer relationships, current versions, visible compliance, less chasing by email.

What keeps MGAs and brokers up at night

Partners need current documents. You need to know they have them.

Distribution is simple in theory: partners must use approved documents. In practice, partners are many, updates are frequent, and chasing retailers by email does not scale. An outdated IPID on a comparison site is a compliance incident waiting to happen.

Ultradoc pushes approved document versions to partners and tracks what each one has received. Notifications go out when documents change. Outdated versions can be blocked from use. One view of partner compliance across the network, not a spreadsheet and a prayer.

Every insurer relationship brings different rules

MGAs and brokers rarely work with one insurer. Each relationship may bring different formats, approval paths, and system quirks. Operations teams end up context-switching all day.

Ultradoc presents a consistent workflow regardless of which insurer sits behind a product. Different formats and requirements are accommodated. Your team’s day-to-day experience is not. API connections link insurer systems where they exist. Automated steps keep processes repeatable whether you manage ten relationships or fifty.

Supported Document Types

Partner distribution works across all supported template types:

See the full document templates overview for details on each type.

Why MGAs and brokers choose Ultradoc

  • Partner distribution with visibility into who has which version
  • Stale document prevention before partners or customers see old copy
  • One workflow across a multi-insurer book
  • Insurer system integration where APIs are available
  • Less operational drag on a complex distribution model

See it in action.

Tell us about your role and document challenges. We'll show you how Ultradoc fits your workflow.

Book a demo