100% Remote • Australia-Ready

Insurance Back-Office Software & Systems Stack.

Our insurance administrators operate natively inside Australia's leading broker systems, underwriting portals, and Sunrise Exchange. Zero workflow friction, immediate productivity.

Supported Platforms

Australian Insurance Management Systems

Pre-trained across standard Australian broker management systems and insurer portals.

Broker Management System

WinBEAT

Full operational proficiency across WinBEAT client registers, policy processing, endorsements, invoice generation, and trust ledger management.

  • ✓ New business & renewal invoice generation
  • ✓ Premium splits & AR commission allocations
  • ✓ Sunrise closing transaction matching
  • ✓ Certificate of Currency generation
Enterprise CRM

Applied Epic

Enterprise brokerage workflow management: policy line setups, activity tracking, document indexing, and multi-branch reconciliations.

  • ✓ Activity task management & workflow tracking
  • ✓ Schedule of insurance compilation & line updates
  • ✓ Claims folder setup and status tracking
  • ✓ Document indexing and automated attachment
Underwriting Hub

Sunrise Exchange

Direct electronic policy transaction matching with major Australian underwriters (Allianz, QBE, CGU, Vero, Chubb, Zurich).

  • ✓ Quoting, new business & renewal submissions
  • ✓ Endorsement processing and closing transmissions
  • ✓ Message queue error clearing & reconciliation
  • ✓ Direct policy document retrieval
Steadfast Network

Steadfast SVU / INSIGHT

Operating within Steadfast Virtual Underwriter (SVU) and INSIGHT broker management systems for Steadfast network member brokerages.

  • ✓ Steadfast triage quote comparison workflows
  • ✓ Triaged product comparison schedules
  • ✓ Policy documentation dispatch & client filing
  • ✓ Network-specific compliance tracking
Modern Cloud CRM

InsuredHQ & Cloud CRMs

Cloud-native insurance broking and MGA platforms: online client onboarding, automated quote forms, and digital policy distribution.

  • ✓ Custom policy schema management
  • ✓ Automated certificate of currency triggers
  • ✓ Client portal document management & logging
  • ✓ Online claim submission triage
Premium Funding

Funding Portals (Hunter/Attvest)

Submitting quotes and loan contracts via Hunter Premium Funding, Attvest, and Elantis, and reconciling settlement payouts.

  • ✓ Automated quote generation on client invoices
  • ✓ Contract acceptance tracking & execution
  • ✓ Bulk settlement batch allocations
  • ✓ Debtor ledger clearing upon loan settlement

Secure Remote Connection & Access Architecture

MCR Global operates under a strict **Zero Local Storage** protocol. Our operators access your systems exclusively through secure, client-controlled pathways:

Direct SaaS Login + MFA

Client creates user accounts directly in cloud software with multi-factor authentication enforced.

Encrypted Windows VDI / RDP

Operators connect into client-hosted virtual desktops with clipboard and USB download restrictions.

APP 8 Sovereign Privacy

100% of policyholder data remains hosted in Australia. Zero offshore database replicas.

Insurance Software FAQs

How MCR Global integrates with your broker systems and workflow environment.

How do your operators connect to our broker management system (WinBEAT, Applied Epic)? +

Our insurance administrators connect directly via your existing cloud portal credentials or encrypted Windows Remote Desktop (VDI/RDP) sessions using multi-factor authentication (MFA). All policy records, client schedules, and correspondence remain strictly hosted within your sovereign Australian database with Zero Local Storage.

  • ✓ Native operations in WinBEAT, Applied Epic, Steadfast INSIGHT, and Sunrise Exchange.
  • ✓ Zero local downloads or file exports under our Australian Privacy Principles (APP 8) protocol.
  • ✓ Dual-verification checks on all policy schedule entries and accounting reconciliations.
Do your administrators handle Sunrise Exchange closing messages and exception queues? +

Yes. Our team reconciles Sunrise transmission queues, matches automated closing messages to client invoices, investigates transaction rejects, and resolves pending transaction exceptions directly with underwriters.

  • ✓ Daily Sunrise status queue monitoring and transaction matching.
  • ✓ Immediate resolution of unallocated closing items and error queues.
  • ✓ Direct integration with brokerage trust accounting ledgers.
Which insurer and underwriting agency portals do your teams navigate? +

Our operators regularly navigate all major Australian insurer portals including QBE, Allianz, CGU, Vero, Chubb, Zurich, AIG, Berkshire Hathaway, and specialist underwriting agency portals for schedule downloads, quote requests, and claims status logging.

  • ✓ Rapid quote data retrieval and market slip submissions.
  • ✓ Direct policy wording, endorsement schedule, and tax invoice retrieval.
  • ✓ Assessor appointment tracking and claim status note extraction.
Can you assist with data migration between broker management platforms? +

Yes. Our Data Cleansing & Reconciliations team specializes in policy record cleanup, deduplication, and structured data preparation when migrating between systems (e.g., migrating from legacy platforms to Applied Epic or WinBEAT).

  • ✓ Spreadsheet and client register standardisation.
  • ✓ Historical policy schedule indexing and docket attachment.
  • ✓ Pre-migration and post-migration ledger and commission reconciliations.

Plug dedicated insurance administrators into your broker software.

Dedicated insurance staff starting from A$450/month.

View Back-Office Rates → Discuss your Software Stack
Important Regulatory & Service Disclaimers

100% Remote BPO Model: MCR Global Insurance Back-Office is a 100% remote Business Process Outsourcing (BPO) service provider operating from India. We provide dedicated administrative, operational, and clerical back-office support to Australian general insurance businesses, licensed brokerages, underwriting agencies, and insurtechs.

No Insurance Advice or Underwriting: MCR Global is not an Australian Financial Services Licensee (AFSL), insurance broker, insurer, or claims adjuster. MCR Global does not provide general or personal financial product advice, sell or bind insurance coverages, assess claims liability, or make underwriting decisions under the Corporations Act 2001 (Cth) or Insurance Contracts Act 1984 (Cth).

Licensee Statutory Responsibility: All policy data entries, Certificates of Currency, renewal comparison schedules, claims documentation files, and reports prepared by MCR Global personnel are executed under the direct instruction and standard operating procedures of the client business. The licensed Australian entity and its responsible managers remain solely and legally responsible for authorizing, reviewing, and approving all insurance transactions and client advice.

Software Trademarks & Vendor Independence: Platform names including WinBEAT, Applied Epic, Steadfast INSIGHT, Steadfast Virtual Underwriter (SVU), and Sunrise Exchange are registered trademarks of their respective copyright holders. MCR Global is an independent remote capacity provider and is not affiliated with, sponsored by, or an agent of these software vendors. All remote access is conducted natively via encrypted VDI/VPN sessions with Zero Local Storage under Australian Privacy Principles (APP 8).