Insurer workspace

For insurers

See your brokerage relationships and the business they place with you, without stepping into their internal workflows.

Discuss insurer onboarding Insurer sign in

Insurer accounts and organizations are set up by the platform team. Brokerages accept invitations before records are shared.

A business workspace
Insurer relationshipsA shared view of your brokerage network.

Available workflows

Your network, from the insurer's perspective

Linked brokerage overview Search linked brokerages and review policy, claim, and open-case counts from your insurer dashboard.
Shared policies and cases Read policies and case or claim details for your organization's active broker relationships. Internal broker notes and unrelated client records stay private.
Premium and commission visibility Review recorded gross premiums and expected and received commissions, grouped by currency rather than combined into a single total.
Brokerage invitations Invite an existing broker by account email or invite a new brokerage by name, email, and agency name. New brokers choose their own passwords.
Relationship controls Suspend a relationship or approve or resume one that has already been accepted, with a recorded reason. Suspension stops shared access without cancelling policies or disabling the brokerage.
Relationship audit history Review the history of relationship changes. Financial and claim records are read-only; insurer access does not permit claim approval or ledger posting.

Getting started

From account setup to a connected brokerage

  1. 1
    Arrange your workspaceContact the platform team to provision your insurer account and organization, then sign in with the credentials handed over securely.
  2. 2
    Invite a brokerageSend an invitation from your workspace. Existing brokers accept through Insurer connections; new brokers follow their emailed invitation and set a password.
  3. 3
    Review shared businessOnce the relationship is accepted and active, open the brokerage to review insurer-specific policies, cases, premiums, and commissions.
  4. 4
    Manage the relationshipFollow the audit history and suspend or resume accepted relationships as needed. Unaccepted invitations never grant access to business records.
Discuss insurer onboarding Insurer sign in