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!

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!

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