Bahn Connect
For MGAs and carriers
Everything your brokers send you lands in one workbench. Clear, quote, bind and report without leaving the system.
Bahn Technologies
The management system for your whole agency, MGA, carrier or book.
Every click has a purpose. Every record lives in one place.
Insurance software for agencies, MGAs, carriers and wholesale brokers
01
01 · The desk today
Why Bahn?
A typical desk runs on an AMS, a rater, email, document storage, a certificate tool, accounting software and a spreadsheet. Each one solves one need. Together they scatter one account across all of them, with its status in one person's head. The problem is not a lack of capability for each system, but rather that common work takes too much effort.
Streamlined = More capacity.
When the account lives in one place, the re-keying and the rebuilt spreadsheets go away, and the same team handles more submissions, renewals and certificates without adding headcount. Technology should never be the hardest part of selling insurance.
02 · How it works
Submission in. Bound. Reported. One record the whole way.
- 01
Submission in
Send it from Outlook or drop it on the workbench. Bahn matches it to the account by named insured and submission ID, with every document attached.
- 02
Quoted
Quote and rate in one workflow from the exposure data already on the record. Every version kept, nothing overwritten.
- 03
Bound
Bind from the same record. Documents, decisions and correspondence stay attached to it for life.
- 04
Reported
Production and producer reporting, filtered by state and class, from data you entered once. Certificates and schedules come from the same record and export to Excel on demand.
03
03 · The products
One track. Five stations.
Five connected products, one platform. Pick the one that fits how you do business.
Bahn Fleet
For anyone who insures fleets
Drivers, power units and trailers on one live record, with their certificates, claims and renewals attached. Excel becomes the export, not the master copy.
Bahn Agent
For retail agencies, commercial and personal lines
The system does the heavy lifting so you can focus on growing your book. Policies, documents, certificates, renewals and billing live on one client file, and the re-keying goes away.
Bahn Wholesale
For wholesale brokers
Submissions in from retailers, out to markets, and one record of what went where and what came back.
Bahn Rate
A rating engine you control
Your appetite, your pricing, your referral rules. Change them when the market does. Runs on its own or inside any Bahn product.
04
04 · Why Bahn
AI inside the work. A person still decides.
In the system today
Reads the documents
ACORD forms, loss runs, MVRs and certificates become fields on the record, each one traceable to the page it came from.
Analyzes your book
Ask a plain-language question about your book and get the answer from your own data.
Spots the referral
Flags when an account fits another office or another line, so a cross-sell does not depend on someone noticing.
A person approves
Nothing becomes part of the record until someone reviews it. Every action is logged with who, what and when.
Built on Microsoft Azure. Role-based access, encryption in transit and at rest, isolation per customer, audit trail on every change.
05
05 · Questions people actually ask
Straight answers.
Will our existing data come over?
Yes, and you keep it. We map your data in before go-live, and you can export every record in standard formats at any time. Your book is yours.
How long until the team is productive?
Days, not quarters. The screens follow the desk and use insurance language. Training is included, and so is a person to call.
Is the AI making underwriting decisions?
No. It reads documents, analyzes your book and flags referral and cross-sell opportunities. A person approves. Every action is logged with who, what and when.
Where does our data live?
Microsoft Azure, isolated per customer, with your documents stored apart from everyone else's. You can export every record at any time.
What does it cost?
Core, Professional and Enterprise packages, each with an implementation fee and a monthly subscription. We quote your book, not a generic tier. Ask on the walkthrough and you get real numbers.
What happens after the walkthrough?
A discovery call where we time your current workflow, a demo built around the product that fits you, a pilot if you are a larger shop, then implementation with training and a person to call.
06
06 · Last stop
See it in action.
A forty-minute walkthrough on sample data shaped like your business. Bring one messy account and we will show the same work on one record.