Admin Portal
The Admin Portal (admin.openinsure.dev) is the internal operations dashboard for mhcis_operator staff. Finance and compliance views were decoupled in Q1 2026 into dedicated portals — this page reflects the current operator-only scope.
Role: mhcis_operator only. Finance analysts use the Finance Portal.
Compliance officers use the Compliance Portal. Both have their own
authentication tokens and navigation.
Current Scope
Rate Tables
CRUD, version control, CSV import/export, activation
Programs
Product rules, carrier setup, DA agreements
Producers
Agency management, licensing overview, appointment status
Audit Log
System-wide activity log, user actions, API events
Signing In
Navigate to admin.openinsure.dev. Sign in with your @mhcmga.com Microsoft account or email + password (role: mhcis_operator).
Rate Tables
The Rate Tables section is the primary interface for actuarial configuration.
Viewing rate tables
Rate tables are organized by:
- Program — the product/carrier combination they apply to
- Line of business — GL, WC, Cyber, E&O, Property, Umbrella
- State — individual state tables or
ALLfor nationwide - Version — immutable once activated; create a new version to update rates
Creating a new rate table version
- Navigate to Rate Tables → select the program and line 2. Click New Version 3. Choose the effective date (must be in the future for pending-status tables) 4. Edit factors inline or upload a CSV 5. Click Preview to see the impact on sample risks 6. Click Activate — the version becomes active on its effective date
CSV import format
naics_code,description,rate_per_thousand,minimum_premium
238160,Roofing Contractors,4.20,1500
238210,Electrical Work,3.85,1200
238220,Plumbing Heating AC,3.50,1000
Rate table versions are immutable once activated. The rating engine automatically selects the version in effect on the quote's effective date — no manual selection is required at quote time.
Programs
Programs are the top-level configuration objects that define a product offering for a carrier.
Program settings
| Setting | Description |
|---|---|
| Auto-bind threshold | Maximum premium an underwriter can bind without senior approval |
| Excluded classes | NAICS codes rejected without exception |
| Excluded states | States where the program does not write |
| Minimum premium | Floor premium across all risks |
| Commission rate | Default producer commission (%) |
| Installment plans | Which payment frequencies are offered |
| Carrier | The paper carrier providing the policy form |
Carrier configuration
Each program links to a carrier record:
- Legal name, NAIC number, AM Best rating
- Policy form series (e.g., CG 00 01)
- Admitted vs. surplus lines status per state
- Bordereaux submission schedule and format
Producers
The Producers section provides an operator view across all agencies.
| Column | Description |
|---|---|
| Agency name | Legal entity name |
| NPN | National Producer Number |
| States | States where the agency holds active appointments |
| Status | Active / Suspended / Terminated |
| YTD premium | Written premium year-to-date |
| Loss ratio | Claims / premium for the agency's book |
Producer actions
- View submissions — all submissions from this agency
- View appointments — state-by-state license status (read-only; edits via Compliance Portal)
- Suspend — block new submissions (does not affect in-force policies)
- Terminate — end the agency relationship
Suspending a producer does not cancel their in-force policies. In-force policies remain active and are serviced by the MGA directly. Contact the producer's book owner before suspending.
Audit Log
The audit log captures all significant system events:
| Event category | Examples |
|---|---|
| Auth | Login, logout, failed auth attempt, role change |
| Rate tables | Version created, activated, imported |
| Programs | Setting changed, carrier updated |
| Producers | Appointment added/revoked, suspension, termination |
| API | Admin-level API calls with payload summary |
| System | Cron completions, worker errors, queue failures |
Filtering
Filter by:
- Date range
- Event category
- Actor (user email or
systemfor automated events) - Entity type + ID (e.g., find all events on a specific program)
Export
Click Export CSV to download the filtered audit log. Exports are dated and include the filter criteria in the filename.
What Was Removed (Q1 2026)
The following sections were removed from the admin portal in Q1 2026 when Finance and Compliance became standalone portals. If you're looking for these, use the linked portal instead:
| Removed section | Now in |
|---|---|
| Analytics → Captive | Captive Admin module |
| Analytics → Claims | Finance Portal |
| Analytics → Compliance | Compliance Portal |
| Analytics → Entities | Finance Portal |
| Analytics → Pipeline | Admin reporting (TBD) |
| Reports → AR Aging | Finance Portal |
| Reports → Chart of Accounts | Finance Portal |
| Reports → Financials | Finance Portal |
| Reports → Reconciliation | Finance Portal |
| Reports → Statutory | Finance Portal |
| Producers → Licensing | Compliance Portal |