Solutions
Built for the way your brokerage works
One connected agency management system, adaptable to retail, wholesale, specialty, and multi-branch brokerages.
Built for brokers of every kind, from retail and wholesale to specialty and multi-branch, on one connected platform tailored to how your brokerage works.
Retail brokerages
Run your entire book of business and client service from one connected place.
Learn moreWholesale & MGAs
Manage binders, markets, and distribution across every trading relationship.
Learn moreMulti-branch & networks
Standardize operations and reporting across every branch and location.
Learn moreOne connected home for every client and policy
Every interaction, document, and renewal in a single record. No more hunting across systems.
- 360° client & household view
- Full policy lifecycle & history
- Notes, tasks & activity in one place
- Instant search across your whole book
Quote and place across your markets in a single flow
No re-keying and no swivel-chair between disconnected systems.
- Multi-market quoting
- Pre-filled submissions
- Compare and bind in-platform
- Live submission tracking
Get commissions and accounting right, automatically
Accurate to the cent, with no spreadsheets to babysit.
- Automated commission calculations
- Statements & reconciliation
- Payables and receivables
- Carrier & producer splits
Stay audit-ready with documents and compliance built in
Generate, store, and version everything without the busywork.
- Templated document generation
- Central, versioned storage
- E-signature & delivery
- Compliance and audit trails
See the whole picture with reporting and analytics
A live view of your book, pipeline, and team performance.
- Real-time dashboards
- Book & pipeline insights
- Producer performance
- Custom reports & exports