In today’s competitive insurance market, brokers with programs need more than functionality – they need configurability, responsiveness, and connectivity. Legacy systems are holding brokerages back with siloed and inaccessible data, repetitive manual processes, and costly inefficiencies.
Modular Solutions is built for forward-thinking brokerages. Our cloud-based platform combines nine seamlessly integrated modules, empowering brokers to configure, launch, distribute, and manage programs with ease – all from a single, intuitive interface.
Whether you’re scaling operations, improving customer experience, or accelerating time-to-market, Modular Solutions gives you the tools you need.
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Why Legacy Broker Management Systems Are Holding You Back
Outdated systems aren’t just inconvenient, they’re a liability. For brokers managing programs, legacy systems can cause the following challenges:
- Cumbersome policy administration due to manual processes, duplicate entry, fragmented systems, and limited configurability that slow down new business, renewals, and responsiveness. This costs time and revenue.
- Limited program customization as many legacy broker management systems aren’t built to support the nuanced structures of broker-led programs. This includes tiered commissions, capacity, underwriting, and delegated authority.
- Slow time to market with new programs or changes to existing ones. You may be reliant on external vendors or custom development is required, which drastically slows down how quickly you can adjust or launch a program.
- Poor user experience with clunky interfaces and outdated, manual workflows causing frustration for your team, reducing productivity and increasing training overhead.
- Fragmented reporting and a lack of access to your data. Extracting insights from siloed data is time-consuming and error prone.
- If you’re on a very old system, it may lack modern cloud infrastructure, making them more vulnerable to breaches and more difficult to scale as your brokerage grows.
- Lack of integration with disconnected systems and vendor lock-in stifle innovation, delay operations, and increases work for your staff.
- High cost of ownership. Legacy platforms demand heavy upfront and ongoing investment.
These challenges don’t just impact operations – they erode profitability and competitive edge. In many cases, traditional broker management systems were not built to support the complexity and agility required for brokerages with programs.
Innovate & Grow with Modular Solutions
Modular Solutions is a next-generation insurance broker program management software built to empower brokers to innovate, adapt and thrive. Our cloud-native platform delivers the configurability, scalability, access to data, and automation required to manage your entire program from a single system.
Here’s what makes Modular Solutions different:
- Configurable without code, enabling your team to manage your workflows, programs, administrative settings, and more without developer support. Modular Solutions adapts to your business, not the other way around.
- Fully integrated with seamless API connectivity across all modules and third-party systems. This ensures your brokerage can manage every aspect of your program efficiently and effortlessly in one place.
- Scalable by design. Whether you’re a small team or a national brokerage, our platform scales with you. Easily add users, programs, or new partners without disruption.
- Cost-efficient with a lower total cost of ownership. Our cloud-native solution reduces infrastructure and maintenance costs; automated processes can help you reduce FTE or reallocate resources to revenue-generating or service tasks.
- Data-driven intelligence with full access to your data 24/7. Unlock the power of your data with real-time analytics to support smarter, faster decision-making.
- We’re secure with enterprise-grade security protocols and compliance to protect your data, your clients, and your reputation.
- Intuitive user experience with modern and user-friendly interfaces to make adoption easy and reduce training time so your team can hit the ground running.
- Built for all lines of business from personal and commercial to farm and specialty insurance. Modular Solutions supports even the most complex programs—alongside the most straightforward ones.
No matter your size, specialty, or structure, Modular Solutions gives you the tools to manage it all with confidence.
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Key Features & Functionality
End-to-end support for every area of insurance program management.
Policy Administration
Manage the full policy lifecycle from quoting and underwriting to endorsements and renewals. Our flexible rules and rating engines support all lines of business and can be updated without any coding.
2Claims Management
Streamline the entire claims process with automated workflows, real-time tracking, and full lifecycle visibility.
3Direct-to-Consumer
Simplify distribution and expand your reach through enabling online quote-bind-issue directly to consumers. You can put the URL on your website or partner websites.
4Reporting & Analytics
You’ll have full 24/7 access to your data with a suite of reports to monitor performance, identify trends, and drive growth.
5Billing & Payments
Track receivables and payables with streamlined processes for your accounting team. Our platform includes integrations with a payment processor, premium financing and leading accounting software.
6Document Management
Design, securely store, retrieve, and share documents across your organization. Documents can be sent manually or through automated emails and are automatically attached to the client file. This improves compliance and streamlines operations.
7Product & Program Build, Design & Configuration
Purpose-built tools for building new programs or products or making changes to existing ones without any coding. This enables your team to launch new insurance programs or modify existing ones quickly and easily. Our no-code configuration tools reduce time to market and increases agility.
8Compliance
Our system has built-in logging and audit tracking to assist in compliance. You can set up workflows and processes to assist with your compliance requirements.
9Workflow Automation
As insurance professionals ourselves, we knew how much time is spent doing manual and duplicate tasks. We built the Modular Solutions platform for automation to improve efficiency and effectiveness. This allows you to reallocate staff to focus on revenue-generating or customer service tasks.
10Task Management
Brokers can view and manage work items with advanced sorting and filtering options, assign users, set follow-up dates, and close (with reason). You can set up automated activities or assign them manually (including follow ups).
11Training & Knowledge Base
We follow a “train the trainer” model and provide full documentation and training videos that are updated regularly. Your team is empowered to use the platform and can learn to make changes to and build new programs.
12Integrations & Connectivity
Gone are the days of siloed, fragmented systems. The Modular Solutions platform offers robust API connectivity and a growing library pre-built integrations through our Solutions Exchange. Need something custom? We support tailored integrations to fit your unique ecosystem.
Designed by insurance industry professionals and engineered by technology experts for the insurance industry.
Trusted by Innovative Insurance Brokers
Brokers who are ready to move beyond the limitations of legacy systems are turning to Modular Solutions—and seeing real results. Our clients consistently report:
- Significant gains in productivity, efficiency, and processing speed.
- Higher customer satisfaction through faster, more responsive service.
- A dramatic reduction in manual, repetitive tasks.
- Greater agility in responding to market changes and opportunities.
Here’s what our clients have to say:
“Harvard Western adopted the Modular Solutions platform in 2023 to manage the business that we have with Lloyds of London. The platform allowed us to automate our underwriting process, applications, declaration pages, and bordereau reports which saves our team a substantial amount of time. The platform allowed us to automate applications for the issuance of 2150 declaration pages and wordings in 30 days. This policy administration system is a dream for brokers with programs.”
– Mike Hordichuk, Vice-President, Product Development. Harvard Western Insurance
“Modular Solutions has allowed our business to automate our program product’s full life cycle and reduce processing time by 95%, helping us to manage over 1500 client files in under 2 hours per day. We can update our products whenever needed and they are shared to our customers immediately in a clean and simple to use client interface which has payment processing built directly into the purchasing process.”
– David Stark, President of Advantage Insurance
Purpose-Built for Insurance
Developed by insurance professionals and technology experts, Modular Solutions is tailored specifically to meet the complex needs of the insurance industry.
All-in-One Platform
Break down silos and bring your entire operation together. From policy administration to claims and reporting, everything works seamlessly in one integrated system.
Clear Expert-Led Implementation
Transform with confidence. Our guided onboarding and dedicated support team have a 100% success rate of implementations for brokers with programs. We make the transition from legacy systems as smooth as possible with minimal disruptions and maximum speed to market.
Affordable and Cost-Effective
Built on a cloud-native architecture, Modular Solutions reduces infrastructure costs and IT overhead. With predictable pricing and a lower total cost of ownership, you get enterprise-grade capabilities without the enterprise price tag. Our platform’s automation and efficiencies also reduce FTE requirements or allow you to reallocate staff to focus on revenue generation or customer service tasks.
Configurability Without Code
Tailor workflows, insurance programs, administrative settings and so much more without developer support. This improves responsiveness, efficiency, and empowers your team.
User Experience
Our platform is designed to deliver an exceptional user experience. Our interfaces are modern and easy to use. Our clients report improved employee and partner satisfaction and reduced training requirements.
Integration Capabilities
Modular Solutions offers robust API connectivity including a growing library of pre-built integrations through our Solutions Exchange and support for custom integrations tailored to your brokerage’s needs.
Future-Ready Technology
Stay ahead of the curve with a platform that evolves with your business. Regular updates and continuous innovation ensure you’re always equipped for what’s next.
Solutions Exchange
Connect with third parties further expand your capabilities on our platform. We’ve partnered with companies providing payment processing, premium financing, accounting, sanctions, evaluators, and so much more.
See our Solution Exchange partners →
Services & Support
Our Canadian team of experienced insurance and technology experts guide implementation and provide ongoing support, ensuring your success.
Custom Development
We offer custom development for API integrations and functionality or features you require for the platform. Our team determines the viability and level of effort of each request and together we prioritize requests.
Product Build and Design
Our consultants can assist you with building or updating your products including rates, rules, underwriting guidelines, and user interfaces.
Data Migration
Our team will work with you to develop a plan for the migration of your existing data onto your new Modular Solutions insurance software.
Training
We provide training for your user acceptance testers and also provide “train-the-trainer” prior to go live. We can provide additional training sessions as required. We also provide documentation and videos that are updated regularly.
Ready to Transform Your Brokerage?
Don’t let outdated systems hold you back. Discover how Modular Solutions can help you streamline operations, empower your brokers, and grow your business.
Schedule a personalized demo today and see why Modular Solutions is the preferred insurance broker software for modern brokers.
Book a DemoFrequently Asked Questions from Brokers with Programs
How long does it take to implement Modular Solutions?
Implementation timelines vary based on your brokerage’s requirements and the complexity and number of programs or products. We typically have a shorter implementation timeline than legacy platforms or building your own software in-house.
Can Modular Solutions integrate with our existing systems?
We offer robust API connectivity as well as a number of pre-built integrations through our Solutions Exchange. We provide support for custom API integrations. It will depend on the availability of API documentation and general API capabilities whether or not we will be able to connect to your existing systems.
Is Modular Solutions suitable for brokers managing multiple programs or lines of business?
Absolutely! Our platform is built to support complex programs and multiple lines of business.
What kind of support do you offer post-implementation?
Following go-live, the support desk is immediately available, and we have several weeks of post-launch meetings to check in.
We pride ourselves on our response time to tickets. Once a ticket is submitted, it is generally seen and triaged within 10 to 60 minutes. It is categorized and assigned to an appropriate team member. For platform-critical issues, we offer emergency, urgent support to ensure timely response and mitigation.
Resolutions times vary depending on the urgency and complexity of the problem. We work to resolve tickets between 1 and 48 hours. If a ticket is deemed complex (requires significant investigation or effort to resolve) the ticket may be closed and pulled out and put into our development workflow. In this case, the ticket would take longer than 48 hours to fix but this only applies to change requests and issues that do not affect critical functionality. In any case, our team remains in constant communication with the client, providing updates on progress.
Every three weeks, clients receive detailed release notes ahead of each production deployment. Each release is confirmed upon deployment. To support user adoption and transparency, we provide comprehensive release documentation, including FAQs and help videos.
In addition to the included training, we can provide extra sessions as required. We also have a resource library with documentation and training videos. Both are updated regularly.
Is your platform scalable as our brokerage grows?
Yes, absolutely. Our cloud-native platform has been architected to scale as needed with your brokerage. Our microservices architecture enables horizontal scaling of workloads, allowing us to meet demanding transaction and response time expectations across high-traffic environments.
How secure is your platform?
Our cloud-based Software-as-a-Service (SaaS) platform leverages the full power of modern cloud infrastructure, offering elasticity, redundancy, and enterprise-grade security. This ensures your operations remain resilient, compliant, and high performing.
We take a multi-layered approach to security, ensuring that every aspect of your data and operations is protected. We utilize a zero-trust security model that requires explicit verification, continuous identity posture monitoring, and least privilege enforcement. There is encryption of data at rest and in transit, making it unreadable to unauthorized parties.
We employ role-based access controls and permissions, ensuring that users only access data and functions relevant to their role. There are also authentication protocols, including strong password policies, session management, and multifactor authentication.
Our platform also has enterprise-grade key management, privacy protocols, audit trails and logging, follows development best practices, and so much more.
For full details on our security practices, please contact our team.