Solutions Insurance Broker & Partner Portal
Submitted
Under Review
Accepted
Commission Due

What's Included

  • Self-service business submission
  • Application status tracking
  • Renewal pipeline management
  • Commission and fee statements
  • Document sharing and storage
  • Product and rate information
  • Partner performance dashboards
  • Configurable access and permissions
  • Automated notifications and reminders
  • White-label branding options

Key Capabilities

🤝 Self-Service

Brokers submit, track, and manage their book without calling your team.

📈 Pipeline

Real-time visibility of submissions, renewals, and outstanding items.

💵 Commissions

Automated commission calculations and downloadable statements.

🎨 Branding

White-label the portal with each partner's branding if needed.

What changes when this is in place

Faster submissions

Brokers submit and track business without email.

Transparent commissions

Statements and reconciliation available on demand.

Stronger relationships

Real-time visibility builds trust with your distribution partners.

Reduced servicing costs

Self-service for renewals, documents, and reporting.

🤖
AI-Powered Broker Assistance. AI helps brokers find the right product by analysing client needs, suggests upsell opportunities based on portfolio gaps, and automatically flags renewals that need attention before they lapse.

Ready to empower your broker network?

See how xMS Broker & Partner Portal can deliver a self-service experience your partners will love.