Insurance
Broker & Partner Portal
Give brokers and distribution partners controlled access to submit business, track applications, manage renewals, and view their performance - all self-service.
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.
Outcomes
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-assisted broker support. AI function templates run inside the broker portal itself. Classification surfaces upsell opportunities and flags lapsing renewals; semantic search helps brokers find the right product from your range; content generation drafts client-ready summaries. All scoped to that broker's permissions.