The retail agents your MGA works with submit, track, converse, and collect their own paperwork - without an email to your team. Fewer inbound requests for the MGA, faster answers for the agent.
Built to streamline agent workflows
Submit and track
Agents submit new applications and view their past submissions in one place, so status questions stop arriving by email.
Fill in risk data
Agents enter risk data and send it straight to the MGA. Customers today run a mix of Primary LOB and Custom LOB.
Conversations in context
Start and manage conversations on the application or policy itself, so the thread lives with the record rather than in an inbox.
Self-serve documents
Invoices, policy issuance documents, and other policy paperwork download on demand - no request to the MGA.
AI ingestion
Retail agents drag and drop an expiring policy, an ACORD form, a supplemental - even a handwritten photo of a supplemental - and the portal reads it and pre-fills* the submission.
*AI can make mistakes; retail agents should check the validity of the pre-filled data.
Automated data enrichment
Instantly pre-fill and verify risk, compliance, property, vehicle details and many more via third-party provider integrations.
A retail agent–facing portal that lets the agents your MGA works with self-serve end to end: submit and track applications, fill in risk data, hold conversations on applications and policies, and download invoices and policy documents without emailing your team.
Priced on annual submission volume. Submissions above your tier are billed at the overage rate.