Blue Goose Information

At Blue Goose, we provide Policy and Financial Automation Systems to MGAs, Program Managers, and Wholesalers. Our Blue Goose Platform is a stand-alone Accounting and Policy Management platform designed specifically for MGAs, Program Administrators, Wholesalers, and Small Carriers to better manage workflow, policy administration, document management, and accounting. THE BLUE GOOSE PLATFORM Main functions: ▪️Policy Administration and Underwriting Workflow- Rules-based workflow engineering that automates and tracks submission, clearance, quoting, binding and policy issuance. And, whether it’s your solution or ours, we can integrate with any system using our out-of-the-box API. ▪️AR, AP, and GL System- Stand-alone system accommodates agency bill, carrier billing to insured, or when you bill insured. Handles tax reporting and generates easy-to-read agent, account, and broker statements. ▪️Document Management- Intelligent document management integrated into our policy management systems to manage all of your data, including scans, emails, Word and Excel documents, faxes, photography, policies, and claims –all in one location. Many clients we meet have older legacy or less robust systems built for smaller retail agencies. Others have the newer no/low code systems, which don’t include general ledger and accounting support. These systems often lack processing or integration capabilities and can’t fully accommodate the needs of MGAs, Program Administrators, or Wholesalers without expensive and difficult customization. At Blue Goose, our breakthrough technology is designed specifically for today's demanding workloads without extensive programming changes. We offer out-of-the-box usability that can be quickly configured to meet any of your needs and help you streamline all of your accounting, policy, and document management processes. CONTACT Visit our website for more information on the Blue Goose Platform: https://bluegoose.us/