Partners who never have to ask.
Brokers, agents, capital partners and carriers each sign in to their own live cut of your book.
Your underwriters stop answering status emails and get back to quoting.
Stop being the status desk.
Most of the email between you and your partners is someone asking where something stands. Give them the answer before they ask, and the time comes back to your team.
Brokers see where every submission stands.
Quoted, referred, bound or declined, on their own book, the moment it moves. The chase email never gets written, and your underwriters get the morning back.
Questions get answered on the record.
An open question shows up in the agent's view, and their answer lands on it rather than in an inbox. The quote moves the day the answer arrives.
Capital partners watch the book they back.
Premium, loss ratio and capacity used, from the same numbers your own team reports on. Reviews start from agreement instead of reconciliation.
Bordereaux deliver themselves.
Each closed period's bordereau waits in the carrier's view with its totals stamped. No spreadsheet on an email, and no version to argue about.
“Our brokers stopped emailing us for status. That gave an underwriter back most of a day every week.”
A seat for every relationship.
Each party signs in to a view built around the work they do with you, so brokers place faster and capital partners read the same numbers you do.
Brokers.
File new business, follow every submission through quote and bind, accept a quote and pull the issued policy without picking up the phone.
Agents.
Every open question on their accounts in one place. They answer with the document attached, and know the quote is moving without a follow-up.
Capital partners.
Written premium, loss ratio, capacity used and referral volume on the program they back, always current, with a way to ask about the number in front of them.
Carriers.
Every bordereau for every closed period, with its totals and line count, ready to download the day the period closes.
You decide who sees what.
You set the rules for every seat: which records, which fields, which actions. Nobody outside your walls sees more than you chose to show them.
Visibility per party
Cut each seat to its own slice: a broker's submissions, an agent's accounts, a partner's program.
Permissions per action
Decide who can only read, who can upload, and who can accept a quote. Change it in settings, not in a ticket.
Roles you already run
Broker, agent, capital partner, auditor and insured are roles in the platform, not a permissions bolt-on.
Access in one action
Invite a partner from the person record your team already keeps, and remove them the same way.
One history
What a partner does lands in the same record history as your own team's, with who and when attached.
Documents on the account
What a partner uploads lands on the account it belongs to and is read on arrival, never in a shared inbox.
What they send you becomes work.
A portal only earns its keep if what arrives through it moves the account forward, rather than becoming a second inbox somebody has to clear.
New business.
A submission filed in the portal opens on the same board an emailed one does, stamped with the channel it came from, so you can see which brokers have moved over.
Answers to your questions.
An agent's upload is read on arrival and checked against the question it answers. Your underwriter sees the item closed, with the source a click away.
Questions for your team.
A partner asks about a number from the screen it is on. The question reaches the right person with the record attached, and the answer stays on it for next time.
One platform, every seat.
The same records your team works in, open to everyone with a stake in them, and never re-keyed between systems.
Bring us your status emails.
Bring the status email your brokers keep sending and the bordereau you rebuild every month. We will show you the views that replace both.
Usually 30 minutes, with an underwriter on the call.