Blue Goose

What Blue Goose does

Blue Goose is a privately held, US-based insurance software provider that builds and delivers a cloud-based Application Service Provider (ASP) platform for Managing General Agents (MGAs), Wholesale Brokers, and Program Administrators. The company was created in 2001 to solve the operational challenges of consolidating 17 insurance agencies into a single unified entity for SouthGroup Insurance Services, which remains its founding customer. Blue Goose is recognized as a Texas Veteran Owned Small Business and operates with a 1–10 employee team, reflecting a tightly held, founder-anchored business (note: the firmographic record lists Sherrills Ford as city and 2006 as founded year, conflicting with the more specific Texas- and 2001-anchored source narrative).

The platform is built on Microsoft technology and consists of three interconnected core products: Blue Goose Accounting, an insurance-specific financial management system handling agency bills, carrier billing, insured billing, ACH payments, and tax reporting; Blue Goose Back Office, an outsourced administrative support service for data entry, processing, and operational workflows; and Blue Goose Integrations, an API-driven connectivity layer linking policy issuance, rating, and carrier systems to accounting. A proprietary iChannel document management system complements the stack, and an Agent Portal provides agent-facing access to the ecosystem. The platform supports 240+ pre-built insurance, carrier, and rating integrations, including partnerships with Capital Premium Finance, EPay, ManageMy, Socotra, Instanda, Celent/ConceptOne, and others.

Blue Goose generates revenue through subscription-based software licensing on a quote-based, non-public pricing model, complemented by outsourced back-office and CPA services for clients with bespoke workflows. Go-to-market is conducted via a consultative enterprise field sales motion with direct demos and tailored onboarding. Leadership passed from founder Keith Aderhold (deceased) to current CEO Dana R. Platt. The company has not disclosed any external institutional funding rounds, parent company, or subsidiaries.

Name

Blue Goose

Legal name

Blue Goose

Website

https://bluegoose.us

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Blue Goose provides cloud-based insurance software—including accounting, back-office, and API integration products—plus proprietary document management, to MGAs, Wholesale Brokers, and Program Administrators across the United States.

Ownership category

akta.pro rank

Product category

Insurance Distribution Software (Insurtech)

NAICS

Software Publishers (5132), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)

akta.pro secondary industries

Cloud Managed Services (M365/Azure/AWS/GCP) (BPAEABAE), Business Rules Management Systems (BRMS) & Decision Automation (HDAEAHAE)

Keywords

• Insurance accounting software
• MGA software solutions
• Wholesale broker platforms
• Program administration systems
• Insurance back office services

Headquarters

HQ city

Sherrills Ford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Platform Subscription: Blue Goose provides a comprehensive insurance software ecosystem including accounting, back-office, and integration services on a subscription basis. The company offers customization options and outsourced agency services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Blue Goose provides a cloud-based insurance technology ecosystem for Managing General Agents (MGAs), Wholesale Brokers, and Program Administrators, combining insurance-specific accounting software, outsourced back-office support, and API-based integration services that connect policy issuance with financial systems. The platform is built on Microsoft technology and includes a proprietary document management system (iChannel), with customization options designed to fit each client's unique workflows and processes. Founded in 2001 and recognized as a Texas Veteran Owned Small Business, Blue Goose serves the operational backbone needs of insurance distribution organizations across the United States.

Product overview

Blue Goose is an insurance ecosystem platform comprising three core interconnected products: Blue Goose Accounting (insurance-specific financial management and billing), Blue Goose Back Office (outsourced administrative support), and Blue Goose Integrations (API-based connectivity between policy administration and accounting systems). An Agent Portal provides agent-facing access to the ecosystem. The platform is designed for MGA, Wholesale Broker, and Program Administrator insurance operations, offering customization options to fit individual client workflows.

Differentiator

Problem solved

Functional benefit

Brands

• Blue Goose Accounting: Insurance accounting solution handling billing, payments, reporting, and receivables with unmatched flexibility for Program Managers, MGAs, and Wholesalers.
• Blue Goose Back Office
• Blue Goose Integrations

Products and services

• Blue Goose Accounting Insurance-specific accounting system handling billing, receivables, agency/carrier/insured billing, ACH payments, complex installment scenarios, tax reporting, and an agent pay portal; built on Microsoft technology and offered with customizable data feeds for Program Managers, MGAs, and Wholesalers.
• Blue Goose Back Office Outsourced back-office support services handling data entry, processing, and administrative functions to free up client teams to focus on strategic initiatives.
• Blue Goose Integrations Seamless API-based integration solution enabling policy data flow between policy issuance and accounting systems, with pre-built integrations to leading industry players plus custom solution flexibility; eliminates manual data entry and provides real-time insights.

Quantifiable outcome

• 17 databases and countless workflows consolidated into one streamlined system for SouthGroup Insurance Services

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core.

• Capital Premium FinancecoreTechnology or IntegrationCapital Premium Finance is an integration partner of Blue Goose, providing premium financing solutions seamlessly connected within the Blue Goose ecosystem. Their logo appears in the Our Partners section and Integrations section of the Blue Goose website.
• EPay (Electronic Payment Systems)coreTechnology or IntegrationEPay is a payment processing integration partner enabling electronic payment capabilities within the Blue Goose platform. Their logo appears in both the Our Partners and Integrations sections.
• ManageMycoreTechnology or IntegrationManageMy is listed as a partner integration in the Blue Goose ecosystem, providing workflow and process management capabilities.
• SouthGroup Insurance ServicescoreStrategic or Co-development PartnerSouthGroup Insurance Services is the founding customer and catalyst for Blue Goose. In 2001, Blue Goose was created specifically to solve the technical challenges of merging 17 SouthGroup agencies into a single seamless entity. This partnership evolved into a joint venture that transformed Blue Goose into a comprehensive solutions provider.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Zywave: Insurance agency and broker technology platform spanning content, agency management, and analytics. Zywave serves the same insurance intermediary buyer (agencies, MGAs, brokers) and overlaps with Blue Goose's back-office and operational tooling.
• Duck Creek Technologies: Provider of core insurance software for property/casualty insurers and MGAs, including policy, billing, and claims. Duck Creek's MGA-targeted offerings directly compete with Blue Goose's accounting and integration platform for the same Program Administrator and MGA buyer.

Emerging players

• Socotra: Modern cloud-native insurance core platform used by MGAs and digital insurers. Socotra is also a Blue Goose integration partner, making it both a peer and an ecosystem participant that competes for the same MGA technology budgets.
• Instanda: Cloud-based insurance product configuration and distribution platform for MGAs, carriers, and brokers. Instanda is also a Blue Goose integration partner and competes for MGA digital transformation spend.

Broad incumbents

• Applied Systems: Leading insurance agency and broker management software vendor serving retail agencies and brokerages. Applied Epic and its suite overlap with Blue Goose's back-office, accounting, and integration offerings, though Applied targets the broader retail agency market rather than the MGA/Wholesale Broker niche.
• Insurity: Insurance software and analytics provider for P&C carriers, MGAs, and self-insureds. Insurity's billing, policy administration, and analytics offerings overlap with Blue Goose's accounting and integration platform in the MGA segment.
• Vertafore: Largest insurance agency management software provider in North America. Vertafore's agency management systems serve a broader retail agency base, but its NetRate, AMS, and Sagitta platforms overlap with Blue Goose's accounting and policy-administration-adjacent functionality for insurance intermediaries.
• EZLynx (Roper Technologies): Insurance agency technology provider offering rater, agency management, and comparative rating tools. EZLynx targets the same insurance intermediary customer base as Blue Goose, with overlapping workflow and back-office functionality.
• Majesco: Cloud-native insurance core platform vendor serving P&C and L&A carriers, MGAs, and brokers. Majesco's billing, policy, and data analytics products overlap with Blue Goose Accounting and Integrations in the MGA/Program Administrator segment.
• Sapiens: Provider of insurance software solutions for P&C, L&A, and reinsurance markets, with P&C offerings targeted at MGAs and specialty insurers. Sapiens' billing and policy platforms overlap with Blue Goose Accounting and Integrations.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Blue Goose