Work smarter with Dyad’s MGA Core Platform

A retail AMS is designed for independent agencies distributing standard admitted products. An MGA platform is built for the complexity of delegated authority – managing multiple carriers and programs simultaneously, applying underwriting referral rules and appetite controls, bordereaux reporting, handling surplus lines tax filings across jurisdictions, and providing program-level accounting and compliance tools. MGAs that try to run program business on a retail AMS consistently hit ceiling limitations in workflow depth, reporting granularity, and program configurability. ALIS DX is built exclusively for delegated authority operations, not adapted from a retail-agency system.

A complete MGA platform includes: Submission & Underwriting (intake, appetite checks, triage, referral rules); Rating & Quoting (program-specific rating and professional proposals); Bind & Issue (automated forms, document assembly, bordereaux); Policy Management (endorsements, cancellations, reinstatements, certificates); Renewals (pre-fill, worklists, automated outreach); Accounting (general ledger, A/R and A/P, agency and direct billing, taxes, commissions); Claims (FNOL, reserves, payments, subrogation); Document Management (versioning, secure storage, correspondence); Workflow & Automation (event-driven routing, SLAs, queues); Compliance (surplus lines filings, license and E&O tracking); Reporting & Analytics (dashboards by program, carrier, broker, and line); and Portals & Connectivity (broker portals, carrier APIs, third-party integrations). ALIS DX includes all twelve natively.

ALIS DX is Dyad’s MGA Core Platform built specifically for managing general agents, wholesalers, and program administrators. It consolidates rating, quoting, binding, policy management, accounting, claims, document handling, workflow automation, and compliance reporting into a single, modern platform. ALIS DX connects with Dyad’s ACE-HUB for bi-directional carrier data exchange and PUMAA for intelligent submission intake, giving MGAs a fully integrated technology stack without the complexity of stitching together separate point solutions.

ALIS DX gives product and underwriting teams configurable rating, forms, and workflow tools they can operate. Program-specific rating logic, appetite checks, referral rules, and document templates are set up through configuration and program specific development if required. This means MGAs can respond to market opportunities, adjust rates as conditions change, and bring new specialty programs live in weeks rather than the months that legacy platform builds typically require. When capacity partners, market conditions, or program parameters shift, ALIS DX adapts it quickly.

ALIS DX provides a broker and agent portal where retail producers can submit business, request online indications and quotes, process endorsements, and pull certificates – all without back-and-forth communication with the MGA’s service team. On the carrier side, ALIS DX uses open APIs and data import tools to keep carriers, payment providers, premium finance companies, property data services, inspection vendors, and claims TPAs synchronized. ACE-HUB extends this further with bi-directional carrier connectivity, enabling data to flow between ALIS DX and carrier systems without manual re-entry. 

Yes. ALIS DX is delivered as a cloud-native MGA platform with continuous updates, enterprise-grade security, and infrastructure that scales with your program book – without on-premise hardware or internal IT maintenance. Customers receive ongoing platform enhancements as new capabilities are released, without scheduled upgrade windows or downtime. Remote access for underwriters, operations staff, and management is available from any device.

In ALIS DX, bordereaux are generated from live policy transaction data – eliminating the manual spreadsheet assembly that most MGA accounting teams perform at month-end. Because policy activity, accounting, and financial events live in the same system, reconciliation happens in real time rather than after the fact. Audit-ready bordereaux output meets carrier reporting requirements without additional data transformation. Surplus lines tax bordereaux, showing stamping fees and tax calculations by state, are produced through the same automated workflow.

ALIS DX includes built-in surplus lines automation with real-time validation across multiple jurisdictions. Stamping office filings, tax calculations, and compliance checks are embedded in the bind and issue workflow – not handled as a separate step after policy processing. Role-based authority controls and auditable workflows provide a clear evidence trail for carrier, stamping office, and regulatory audits. License and E&O tracking for producers and staff is also managed within the same platform, ensuring compliance coverage extends across the entire operation.

Yes. Delegated authority governance is built into ALIS DX at the workflow level – not bolted on as an audit function after the fact. Authority matrices, referral thresholds, and appetite rules are configured directly into the underwriting workflow so that out-of-authority submissions are routed, flagged, or escalated automatically. Approval workflows create documented decision trails that satisfy carrier oversight requirements. For program administrators managing multiple capacity providers with different authority parameters, ALIS DX enforces each set of rules distinctly across programs.

ALIS DX includes a full accounting module natively – it is not a separate product or an integration requirement. General ledger, accounts receivable and payable, agency billing, direct billing, tax calculations, producer commissions, and vendor payables are all handled within the same system as policy administration. Because financial events are tied directly to policy transactions, reconciliation is real-time, and month-end close does not require data transfers between disconnected systems. This is a meaningful operational difference from platforms that treat accounting as an optional add-on or third-party integration.

ALIS DX is built exclusively for MGA and program business operations, other systems are built legacy architecture adapted from the broader agency market and carriers. ALIS DX is delivered as modern SaaS with continuous updates and no on-premise infrastructure overhead – unlike legacy MGA platforms that require manual upgrade cycles. For MGAs that need configurable program management without enterprise-scale cost and complexity, ALIS DX is purpose-sized: faster to implement, directly configurable by business teams, and designed around MGA workflows from the ground up.

Yes. ALIS DX is designed for the full spectrum of delegated authority businesses: managing general agents, managing general underwriters, wholesalers, and program administrators. Its configurable architecture supports multiple programs, lines of business, and distribution channels within a single platform instance. Wholesalers managing multiple retail agency relationships can use ALIS DX’s broker portal and submission intake tools to standardize and accelerate the placement process. Program administrators overseeing complex multi-carrier books benefit from the program-level reporting and compliance controls built into the platform.

Implementation timelines for ALIS DX depend on the number of programs being configured, data migration complexity, and the scope of carrier and third-party integrations required. Focused implementations for MGAs standing up a single specialty program can move quickly. Larger organizations migrating a full book of business and multiple programs from a legacy system typically follow a phased onboarding plan. Dyad’s implementation team works directly with MGA operations, underwriting, and IT teams through configuration, testing, and go-live – with the goal of minimizing disruption to active program business during the transition. A demo consultation will provide a realistic timeline estimate for your specific situation.

ALIS DX, ACE-HUB, and PUMAA are three components of Dyad’s integrated platform for MGAs and wholesalers. ALIS DX is the system of record – managing the full policy lifecycle, accounting, claims, compliance, and reporting. ACE-HUB connects ALIS DX to carriers with bi-directional data exchange, enabling rate, quote, bind, and policy data to flow between MGA and carrier systems without manual re-entry or separate portal work. PUMAA modernizes the front end of the workflow – providing intelligent submission intake that structures and routes incoming business before it reaches underwriting. Together, the three products cover the full span of MGA operations: submission intake through carrier reporting, in a connected stack that Dyad develops, supports, and continuously improves.