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Built to modernise insurance management

Efinity unifies a distribution-led core transactional system with digital sales and marketing automation, to accelerate speed to market, strengthen partner engagement, and enable scalable operations.

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WHY EFINITY

Where core systems meet real distribution activation

Beyond a robust core system for Policy, Billing, Claims, and Analytics, efinity stands apart with integrated digital marketing and distribution tools that strengthen broker engagement and unlock direct sales. It's a differentiator the market has been missing, especially for carriers and MGAs seeking real activation, not just digital products.

Industry proven. Distribution ready.

Efinity
Developed in partnership with the world’s 3rd largest wholesale broker & affiliated MGAs ✓
Used by carriers, MGAs, and brokers in both B2B + B2C distribution models ✓
Feature rich and fully mobile Policy, Billing, Claims, and Analytics ✓
Integrated digital sales and marketing automation to drive revenue growth ✓
Rapid development model that gets you live in 60 days or less ✓

For every part of the insurance lifecycle

Efinity strengthens the connection between those who supply capacity and those who sell insurance, delivering the tools each stakeholder needs to launch faster, collaborate effectively, and scale with confidence.

Carriers

Efinity supports regional and global carriers with improved program oversight, structured underwriting data, and transparent performance reporting, helping strengthen delegated authority partnerships while enabling program growth

MGAs

From start-up MGAs launching their first program to established program platforms managing multiple products, efinity provides infrastructure to digitize underwriting, activate distribution, and scale programs without losing operational control

Brokers

Trusted by organizations across the insurance ecosystem, including one of the world's largest wholesale broker networks and top-three global insurance brokerages, efinity helps unify broker engagement, streamline submissions, and accelerate collaboration between distribution and underwriting teams

PRODUCT CAPABILITIES

What you can do with efinity

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Digital sales & marketing automation

Integrated tools with proven campaigns enable dynamic data-driven engagement of brokers and customers to drive business to the platform and grow revenues. 

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AI-driven submission intake

Submissions arrive structured, triaged and routed automatically, reducing manual handling and accelerating underwriting response times. 

underwriting

Digital underwriting workflows

Authority rules, referral triggers, rating logic and documentation requirements are built directly into the operating process, protecting discipline as volume grows. 

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Policy issuance & financial management

Quote-bind-issue, endorsements, commissions, and premium accounting operate within the same environment, automating reconciliation and reducing operational leakage.

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Bordereaux & portfolio analytics

Automated bordereaux and live performance analytics provide clarity across the business. 

Turn distribution into your competitive advantage

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