Novatae Risk Group Tech Stack

Specialty insurance distributor and MGA connecting brokers, underwriters, and global carriers

Insurance Dallas, Texas 51–200 employees Privately Held

Novatae operates as a multi-faceted specialty insurance distributor—functioning as a managing general agent (MGA), program underwriter, Lloyds Coverholder, and wholesaler. The tech stack is operational and legacy-heavy (Word, Outlook, Excel, Epic Systems, Vertafore), with no active modernization initiatives visible. The hiring breakdown is starkly sales-dominated (169 of 220 roles), reflecting a distribution-first business model; internal pain points flagged around process inefficiencies, workflow bottlenecks, and broker talent gaps suggest the organization is wrestling with scaling operational maturity faster than technology tooling.

Tech Stack 12 technologies

Core StackEpic Systems Word Outlook Excel Microsoft Office PowerPoint SQL Dundas BI Teams Vertafore

What Novatae Risk Group Is Building

◆Challenges

Improving agency efficiency
Process inefficiencies
Expanding revenue generation capabilities
Seeking growth in new markets
Lack of experienced brokers
Identifying technology gaps
Streamlining complex workflows
Cultivating new markets
Streamlining administrative workflows
Talent shortage

▲Active Projects

Agent & carrier deliverables development
Continuous improvement of workflows
Renewal marketing
Development of quick reference guides
Training materials development
System configuration and administration
Development of process maps
Quick reference guide creation
Work comp submission preparation
Project management of current and future projects

Hiring Activity

Minimal220 roles · 20 in 30d

Department

Sales

169

Product

Insurance

Support

Ops

Finance

Data

Executive

Seniority

Mid

137

Senior

Junior

Manager

Director

Notable leadership hires: Transportation VP

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About Novatae Risk Group

Novatae is a specialty insurance distributor headquartered in Dallas, Texas, serving as a broker, MGA, and program manager. The company sources underwriting capacity from over 500 global insurers across dozens of industry classifications, positioning itself as an intermediary between agents and carriers. With 51–200 employees and active hiring concentrated in sales roles, the business is structured primarily around revenue generation and client relationships. Current initiatives focus on workflow optimization, agent training, and market expansion, though the organization faces structural challenges around broker staffing and technology modernization.

HeadquartersDallas, Texas

Company Size51–200 employees

Hiring MarketsUnited States, Syria

Frequently Asked Questions

What is Novatae Risk Group's business model?

Novatae operates as a managing general agent (MGA), program underwriter, Lloyds Coverholder, and specialty insurance wholesaler. It sources underwriting from over 500 global insurers and distributes solutions across multiple industry classifications.

What tech does Novatae Risk Group use?

Novatae's stack centers on Microsoft Office tools (Word, Outlook, Excel, PowerPoint), plus SQL, Epic Systems, Vertafore (insurance-specific), Teams, and Dundas BI. No major tech adoption initiatives are currently visible.