# Swiftly Holdings

> Cloud\-based insurance technology ecosystem for MGAs, coverholders, and program operators

## At a glance

| Field | Value |
| --- | --- |
| Category | Core Administration |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Hamilton, Bermuda and United States |
| Founded | 2022 |
| Stage | Growth |
| Employees | 51-200 |
| Funding | Bootstrapped |

## Overview

Swiftly Holdings is a cloud-based policy administration and insurance operations platform serving MGAs, managing general underwriters, coverholders, and insurance carriers in the Life & Annuity and P&C markets. The company was founded in January 2022 and operates out of Bermuda and the United States, positioning itself as a pure technology provider with no insurance licenses.

The platform covers the full insurance operations stack -- policy administration, pricing and rating, enterprise risk management, claims administration, call center operations, and banking reconciliation -- delivered as modular cloud services. Key integrations include Expert Insured XL Rating and ISO Rater compatibility. The call center module incorporates Level 3 conversational AI for 24/7 customer support. An MGA-in-a-box offering bundles technology, staffing support, actuarial analysis, and white-label capabilities for operators launching or scaling programs.

The company was founded by insurance industry veterans including Michael Lyons (former CEO of Weston Insurance), Dmitry Mnushkin (CTO, 2019 Bermuda Technology Innovation Award winner), Heather Kitson (COO & General Counsel, former Deputy CEO of Convex Re), and Joelle Turner (VP & Controller, formerly of Sompo International). No public funding rounds have been announced; the company appears to be privately funded.

## Products & services

### Cloud\-Based Policy Administration

End-to-end policy administration system enabling MGAs and insurers to manage the full insurance operations lifecycle through cloud infrastructure.

**Key features:**

- Policy issuance, endorsements, and renewals
- Multi\-line support for Life & Annuity and P&C
- White\-label deployment for program operators

*Target users:* MGAs, coverholders, insurance carriers

### Pricing and Rating Systems

Proprietary pricing and rating engine with API integration capabilities and compatibility with ISO Rater and Expert Insured XL Rating (April 2025 launch).

**Key features:**

- REST API for rating system integrations
- ISO Rater compatibility
- Expert Insured XL Rating integration

*Target users:* MGAs, program operators, wholesalers

### Claims Administration Software

Cloud-based claims management enabling efficient processing and administration of insurance claims.

**Key features:**

- Full claims lifecycle management
- Cloud\-native architecture
- Integration with policy administration

*Target users:* MGAs, carriers

### Call Center Operations

Call center as a service platform combining AI and human support capabilities.

**Key features:**

- Level 3 conversational AI for customer interactions
- 24/7 customer support availability
- Call center software platform

*Target users:* MGAs, insurance program operators

### Enterprise Risk Management \(ERM\)

Risk management tools for insurance portfolio assessment and management.

**Key features:**

- Insurance portfolio risk monitoring
- Enterprise\-level risk assessment
- Integration with policy and claims data

*Target users:* MGAs, insurance carriers

### MGA\-in\-a\-Box

Bundled operational support combining technology, staffing assistance, actuarial analysis, and white-label solutions.

**Key features:**

- Reduced headcount model for program launches
- Actuarial and ML data mining services
- White\-label technology deployment

*Target users:* New MGA formations, program operators

### Transaction\-Level Banking and Reconciliation

Clearinghouse technology and reconciliation software for insurance accounting operations.

**Key features:**

- Transaction\-level reconciliation
- Banking clearinghouse integration
- Accounting workflow automation

*Target users:* MGAs, program administrators

## Category & focus

- Subcategories: Policy Administration, Rating/Pricing, Claims Administration, MGA Platforms
- Insurance verticals: Life & Annuity, P&C Commercial, Specialty/E&S
- Target customers: MGAs/MGUs, Carriers

## Notable customers

- Named customers not publicly disclosed

## Links

- Website: <https://swiftly.com.co>
- Directory profile: <https://insurtechlist.com/companies/swiftly-holdings/>
- Blog: <https://swiftly.com.co/blog>

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*Last updated: 2026\-05\-18*
