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.

Note

Role: mhcis_operator only. Finance analysts use the Finance Portal. Compliance officers use the Compliance Portal. Both have their own authentication tokens and navigation.

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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

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Signing In

Navigate to admin.openinsure.dev. Sign in with your @mhcmga.com Microsoft account or email + password (role: mhcis_operator).

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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 ALL for nationwide
• Version — immutable once activated; create a new version to update rates

Creating a new rate table version

1. 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

Tip

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.

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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

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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

Caution

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.

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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 system for 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.

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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