Case Study: Ledgebrook achieves faster, simpler wholesale broker quoting with Socotra

Ledgebrook Chooses Socotra to Transform the Wholesale Broker Experience

Ledgebrook, a tech-enabled excess & surplus (E&S) MGA focused on serving wholesale brokers, faced a slow, time‑intensive quoting and underwriting process that made placing E&S policies difficult. To modernize its product portfolio and improve broker experience, Ledgebrook selected Socotra’s policy core platform to support rapid product development and streamline distribution for wholesale channels.

Using Socotra’s modern core platform — with a product‑agnostic data model, intuitive configuration and open APIs — Ledgebrook automated administrative tasks and manual underwriting, enabling underwriters to quote up to five times as much business and deliver faster, more consistent responses to brokers. Socotra’s solution accelerated Ledgebrook’s go‑to‑market plans (including a general liability launch in the fall and further rollouts in H1 2023) and materially improved quoting speed and scale.

Ledgebrook

Gage Caligari

Founder and CEO