Who we help / Agencies
Place the business, service the book, see the money
Producers quote and service their own book, see their own statements, and know their appointment status without asking anybody.
Most agency friction is a question the agency could answer themselves if the portal let them. Every one of those questions is somebody’s afternoon on both sides.
Walk an agency’s weekHow much of our service work is answering the answerable?
Count the emails asking for a statement, a policy document, a commission figure or an appointment status. In most operations that is the majority of inbound agency traffic, and all of it is self-servable without any loss of control.
Scoped by role
What an agency does without calling you
- 01
See their own book
Producer-scoped for a producer, agency-scoped for a principal. Scope follows the role rather than a filter somebody remembers to set.
- 02
Pull their own statements
Commission statements per producer and per agency, available without a request being made of anybody.
- 03
Check their own paperwork
Appointment and license state with expiries visible while there is still time to renew rather than after a placement is refused.
- 04
Work within the appointment wall
License and appointment state gate placement at the point of quoting, so authority is a precondition rather than a later problem.
Both sides of the portal
What the carrier side sees
The same portal serves the agency and the carrier, with roles keeping the two firmly apart — an agency principal cannot reach another agency’s data at all.
Agencies
The appointed distribution, with status and history
Hierarchy
Agency, principal and producer structure as platform data
Schedules
Commission terms attached to the relationship
Performance
Production and mix by agency and producer
Termination
Stops placement, preserves the book and the record
Self-service is not no service
Removing routine questions makes room for the conversations that matter. It does not replace them.
Relationships are still human
A portal answers the answerable. Underwriting appetite, program design and problem claims still need a phone call.
Adoption takes work
Agencies email because emailing works. Getting them into the portal is a change-management effort, not a launch announcement.
Commission terms are yours
We compute accurately from your schedules. We ship none, and we do not advise on rates.