Five integrated offerings that work independently or together to simplify operations, reduce friction, and enable scalable growth across the insurance value chain.
A complete insurance operating model that connects placement, data, compliance, integration, and operational execution into one unified ecosystem.
mShift Marketplace
Our digital placement and workflow platform. Powered by the AI Ingestion Engine, it provides a single point of entry for submissions, intelligent data extraction, carrier access across admitted and non-admitted markets, quote comparison, binding, document management, analytics, and broker-to-broker collaboration. The Marketplace preserves broker-of-record integrity while protecting underwriter relationships and improving operational visibility.
AI Ingestion Engine
Intelligent data extraction
Carrier Access
Admitted & non-admitted
Analytics
Operational visibility
mShift Data Enrichment Services
Deliver structured, validated, and enhanced risk data to improve submission quality and underwriting confidence. Offered as a standalone revenue-generating service or as an integrated add-on within the Marketplace, Data Enrichment combines third-party intelligence, structured risk attributes, and automated validation to reduce manual effort and accelerate time to quote. This is structured risk intelligence delivered at the point of submission.
Risk Intelligence
Third-party data sources
Validation
Automated accuracy checks
Speed to Quote
Accelerated processing
mShift API+
Provides secure, enterprise-grade API infrastructure that enables real-time submission ingestion, quoting, binding, and downstream workflow automation. API+ allows carriers, MGAs, brokers, and technology partners to embed mShift capabilities, including AI-powered ingestion and data normalization, directly into their own systems.
Real-Time Integration
Instant data exchange
Enterprise Security
Bank-grade encryption
Flexible Embedding
Your system, our power
mShift OnDemand
Delivers technology-enabled insurance operations, including compliance workflows, clearing service, tax calculation, policy checking, policy stamping, and surplus lines filing services. By combining automation with expert human execution, OnDemand ensures regulatory accuracy while reducing operational bottlenecks.
Tax Calculation
Automated compliance
Policy Checking
Expert review
Surplus Lines
Filing & stamping
mShift Professional Services
Provides strategic advisory and implementation support, including workflow optimization, system integration, digital distribution strategy, AI workflow implementation, data mapping, carrier onboarding, and operational modernization.
Workflow Optimization
Process improvement
System Integration
Seamless connectivity
Strategic Advisory
Expert guidance
A Flexible Insurance Operating Ecosystem
These offerings work independently or together to support organizations at any stage of digital maturity
Modernization Without Disruption
Implement advanced technology and workflows without disrupting your existing operations or relationships.
Growth Without Headcount Expansion
Scale your operations efficiently through intelligent automation and on-demand services.
Intelligent Automation
AI and automation grounded in real insurance expertise, not generic technology.
The mShift Quantum AI Engine
These offerings work independently or together to support organizations at any stage of digital maturity
AI Transformation
Automated Standardization
AI Insights
Meaningful Intelligence
AI Data Enrichment
Enrich Submissions
AI Analysis
Portfolion Intelligence
This reduces manual re-keying, improves data accuracy, accelerates submission processing, and enhances underwriting confidence.
Who We Serve
Our solutions support retail brokers, wholesale brokers, MGAs, and insurance carriers
Retail Brokers
Streamline submissions, access markets, and improve placement efficiency
Wholesale Brokers
Expand distribution, improve submission quality, and scale operations
MGAs
Automate workflows, enhance data quality, and reduce operational costs
Carriers
Receive clean data, integrate systems, and improve underwriting confidence
Our Partners
mShift has partnered with 'A' rated paper, allowing you to be competitive in the marketplace. We provide you a single point of entry that will allow access to all our carriers. With a diverse set of carriers, a broad appetite in the marketplace (350+ class codes!) & multiple lines of business, the mShift Marketplace is the one-stop shop for placing all your business.
Built to Work With Your Existing Systems
mShift solutions integrate seamlessly with your current technology stack, management systems, and workflows. Our API-first architecture ensures compatibility while our professional services team handles implementation.
API-First Architecture
Connect to any system with enterprise-grade APIs
Pre-Built Connectors
Ready integrations with major insurance platforms
Implementation Support
Expert guidance throughout the integration process
Management Systems
Rating Engines
Analytics
mShift Platform
Unified Insurance Operating System
Ready to modernize without disruption?
Join the ecosystem that connects placement, data, compliance, and operational execution.
