Building a successful MGA (Managing General Agent) operation isn’t a single act, it’s a series of high-stakes decisions made under pressure, with limited time and often without a clear playbook to follow. Launch too fast and your operations become a liability. Move too slowly and you cede market share. Scale without the right infrastructure and you create the kind of operational debt that’s nearly impossible to unwind.
Convex, a fast-growing MGU (Managing General Underwriter), faced both of these challenges head-on, and the way they tackled them offers a masterclass in what modern MGA operations can look like when backed by the right strategic partner.
Chapter one: Building a US MGU operation from scratch
When Convex set out to launch a full-scale US MGU operation in 2022, they weren’t just standing up a new office. They were entering a complex, competitive market that required thoughtful operational architecture from the very first day. The stakes were high: get the foundation wrong and the entire growth strategy would be compromised.
Rather than attempting to build everything in-house or assemble a patchwork of vendors on their own, Convex turned to ReSource Pro for their deep expertise in US market operations. The engagement was foundational in scope. ReSource Pro partnered with Convex to design and implement a target operating model that was deliberately structured to outsource most operational functions while retaining underwriting decision-making in-house, exactly where it belongs.
ReSource Pro’s team led a neutral vendor selection process, conducting comprehensive RFP evaluations across operational partners to identify the best-fit solutions for each component of the operating model. This wasn’t vendor management in the traditional sense and instead strategic advisory work informed by years of institutional knowledge within the ReSource Pro team.
The outcome: Since their successful launch Day One, Convex has nearly doubled its gross written premium while maintaining a healthy loss ratio. That’s not incremental progress. That’s a fundamental validation of the operating model we built together.
Chapter two: Scaling MGA operations without sacrificing efficiency
Growth creates its own problems. As Convex continued to scale its US operation, the volume of submissions, binders, policies, endorsements, and cancellations expanded rapidly. Effort was needed to further streamline processes to scale alongside the growth.
When procedures begin to become disconnected, updated by different teams at different times, consistency breaks down. Errors creep in. Accountability becomes hard to measure. And the cost of maintaining orderly, audit-grade operations increases.
Convex recognized the problem and once again called upon ReSource Pro to help solve it. ReSource Pro deployed its IOD methodology, Integrate, Optimize, and Digitize, to tackle the challenge systematically. Multiple fragmented procedure files were integrated into centralized SOPs across all of Convex’s business lines. Workflows were optimized by eliminating duplication and standardizing processes across teams. And the entire SOP management system was digitized through an Airtable-based solution that provides real-time visibility and accountability, allowing teams to collaborate from a single source of truth.
Beyond the volume metrics, Convex also achieved a measurable reduction in SOP maintenance time, enhanced consistency and accuracy in SOP updates, and improved team accountability and monitoring across the organization. These are audit-grade operational improvements, the kind that make a difference when carriers are scrutinizing your processes or regulators are asking questions.
This initiative, powered by ReSource Pro, delivered meaningful cost savings while allowing Convex to maintain its growth momentum.
What these two stories have in common
Looking at Convex’s journey, two themes emerge clearly. First, the right strategic partner changes everything. Not a vendor who sells you software and then steps back, but a partner who sits alongside you to design the model, executes the outsourcing strategy, manages vendor selection, and continuously optimizes as you grow. Second, operational excellence is not a luxury; it is the infrastructure that makes growth sustainable.
ReSource Pro’s role across both phases of Convex’s US expansion illustrates exactly what a true strategic insurance operations partner looks like in practice. The ReSource Pro insurance expertise is deep. The engagement is hands-on. And the results are measurable.
What this means for your MGA
Whether you’re preparing to launch, actively scaling, or looking to optimize a mature operation, the Convex story is a proof point for what’s possible when you have the right partner at your side. MGAs and alternative market entrants don’t need more tools. They need a partner who can strategize, launch, build, and sustain their business across every growth milestone.
Interested in reading the full Convex story?
Visit the MGA Solutions page to explore both case studies and see how ReSource Pro helps MGAs launch, scale, and optimize confidence.
