For brokerages

A clear first step for clients. A workable queue for your team.

Bring claims, service requests, documents, and follow-up work into one broker-managed workflow.

Request a brokerage demo Broker sign in

Ask the team about brokerage setup, onboarding, and commercial terms.

A small business workspace — Brokerage operationsKeep client requests moving.

Available workflows

Built around the work broker teams already do

Guided client intake Collect claim, quote, callback, and policy-change requests through a client portal.

Broker work queue Review cases, assign follow-up tasks, track status, and keep an audit history.

Document handling Store case attachments privately and require malware scanning before download.

Policy and renewal workflows Maintain policy records, review upcoming renewals, and follow renewal tasks.

Brokerage operations Track invoices, payment allocation, commission entries, and operational reports.

Deployment-configured integrations Provider-backed services require operator credentials and go-live checks. AI services remain gated until their data-protection requirements are met.

See the workflow

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There is no self-serve brokerage checkout on this site. Request a walkthrough to discuss onboarding and commercial terms.

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