Beyond Excel: Scaling for the Next Wave of MGA Growth


November 18th | 10 AM CST | 4 PM BST

The MGA market is experiencing unprecedented growth, driven by new entrants, evolving customer expectations, and increasing demand for speed and specialization. But as the industry expands, many MGAs are reaching a critical inflection point — one where spreadsheets and legacy systems can no longer support the complexity or pace of the business. This session explores how leading MGAs are adapting to this new era of opportunity, leveraging modern core systems to manage growth more effectively, and laying the groundwork for long-term scalability and success.


In this dynamic discussion, Origami Risk’s Sarah Savarese and Mindi Zissman, President of Zissman Media and Risk & Industry Specialist, unpack what it really takes to sustain growth in a competitive landscape. Together, they’ll explore how technology can empower MGAs to compete smarter, deliver better customer experiences, and meet rising operational demands. From real-world examples of MGAs that have transitioned beyond manual processes to practical steps for getting started, attendees will gain a perspective on the strategies driving success today.


Whether your organization is just beginning to outgrow your homegrown solution or preparing to modernize its entire core system, this session will help you identify the “why now” behind digital transformation — and the risks of waiting too long. You’ll leave with a clear understanding of how modernization supports agility, scalability, and performance, and how to take the first steps toward a stronger, more sustainable foundation for growth.


  • What’s driving MGA market growth — and why traditional tools like spreadsheets and legacy systems are holding many organizations back.
  • How leading MGAs are embracing modern core systems to simplify complexity, accelerate decision-making, and improve customer experiences.
  • Steps to begin your modernization journey, from assessing readiness to building a roadmap for sustainable growth.
  • The “why now” behind digital transformation — and how investing in the right technology today sets the stage for long-term success.

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