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The Workflow
Built to Improve Speed, Accuracy, and Control
AI That Connects Brokers, Agents, and Partners in One Ecosystem
Dynamic Hierarchy Mapping
Visualize complex distribution structures in real time. Drag-and-drop management of sub-brokers, agencies, and regional teams. Supports unlimited tiers.
Instant Payout Engine
Automate commission calculations with a customizable rule-based engine. Supports complex splits, overrides, and multi-line business logic instantly.
Branded Partner Portals
Provide every partner with a white-labeled, self-service portal for quoting, training, commission statements, and compliance tracking.
Benefits Designed Around You
The Teams We Support
Faster Sales Cycles
Streamline quoting and binding processes from weeks to minutes, reducing administrative overhead.
Transparent Commissions
End commission disputes with auditable, real-time calculations accessible through dedicated partner dashboards.
Scalable Partner Growth
Effortlessly scale from hundreds to thousands of distribution partners without overloading your back office.
Real-Time Reporting
Gain instant insights into GWP, retention rates, and channel performance across all distribution tiers.
Insurance Carriers & MGAs
Modernize your distribution infrastructure to compete with digital-first insurers and expand your product reach.
Large Brokerage Networks
Centralize all sub-broker management, compliance, and commission payouts under one unified technology stack.
Specialty Distribution Firms
Utilize powerful rule-sets to manage complex, niche commission structures and unique partner relationships efficiently.
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