Six pillars built around how producer organizations actually run — from first contact to ready-to-sell, from renewal to compliance audit.
From first contact to ready-to-sell. Producer onboarding with NIPR-verified data, contracts, e-signatures, and automated workflows — in one record, across every state and carrier.
Automate new and renewal applications for individuals and businesses nationwide. Daily NIPR synchronization for accurate, real-time data on licenses and regulatory changes.
Track, submit, and terminate carrier appointments directly from the dashboard. Per-carrier, per-state, per-LOA granularity — with full audit trail on every submission.
Monitor actions against licenses at a glance. PDB Alerts reconciliation, RIRS triage, automatic compliance holds, and field-level entity change log — exportable on demand.
Commission rate schedules graded by policy year, scoped by state, with per-entity overrides. The compensation module legacy producer management platforms charge extra for — built in.
CE tracking with LOA granularity and category awareness. Approved course catalog, agent self-service submission, agency or carrier review, and automatic compliance recalculation.
