For
MGAs, Carriers & Wholesalers
Run appointment, licensing checks, and agent onboarding in one workflow. With no workload on your compliance team, but still with their full insight. And do it at a fraction of the cost of other, less holistic systems.
Want to take it a step further? Plug our appointment and licensing platform into your policy admin system to ensure each policy is sold by a correctly licensed agent.
We're not stopping there! We're bringing payments of commissions and other back-office finops processes on to our platform in the coming months!
Schedule a demo with us to learn more!
Appointments & Onboarding ... Check!
Easily add agencies, agents, and appointments. Automate your appointment process and chat in real time with your agent workforce to fix issues and communicate changes. Block transactions that will cause compliance issues until fixed.
Fix Compliance Issues in Real Time
Use our platform to communicate with your producer work forces about compliance issues or to make them aware of changes to commissions and products.
Automate Funds Flow
We wrap around your current premium trust account, giving you a centralized financial ops nerve center that acts as a source of truth to your accounting function, moving funds as directed by your policy admin system. Coming soon for commission payments first.
Boost Yield
Earn additional revenue on funds before sending them on to your carrier partners. We manage the process via your trust account and maintain trust and carrier compliance on use of funds per statute and contract. Coming soon.
Collect Payments
Provide your customers with a completely digital payment experience that embeds your preferred premium finance company directly into the payment flow. Give your agents the ability to take payment management off their plate. Coming soon.
Request a no obligation demo or jump right into our trial version!
Not ready for a demo, but want to learn more?
No problem! Give us a few details and we'll send you a over a 2-page feature deck. We'll also send you valuable updates every four to six weeks!
But always feel free to reach out to give your input. We are actively engaged with the insurance community to build the combined compliance and payment platform the industry needs. Which means we want to hear from you!