Distribution Partner
One Platform. Every Carrier. Every Client.
One book across every carrier you appoint with. Submissions, servicing, commissions, and client invoices reconciled in one place.
Less time toggling portals
Commission accuracy improvement
Clients on your branded portal
What Distribution Partners Are Managing
Ten Carrier Portals. One Client Expecting a Single Answer.
A Different Portal for Every Carrier
"You Never Paid My Commission"
Renewals You Find Out About From the Client
Premium Financing as a Manual Side Process
What Running on Functional Finance Looks Like
Run Your Full Book From One Place
01
One submission workflow
Submit to any carrier from one place. Status, endorsements, and cancellations come back to the same dashboard.
02
Every partner sees their commissions in real time
No calls, no spreadsheets. Each partner sees commissions, receivables, and payment status the moment they change.
03
Your clients see a professional experience
The Customer Portal carries your agency's identity so clients can view coverage and renewals without calling.
The Functional Finance platform for Distribution Partners
Built for How Agents and Brokers Actually Work
Agency Portal
Your operational hub. Manage submissions, track policy lifecycle events, monitor commission earnings, and review book performance across all your carrier relationships, from one interface.
Customer Portal
The client-facing experience your agency provides. Clients can view their coverage, access policy documents, submit endorsement requests, and stay ahead of upcoming renewals. Your brand, your platform.
Policy Flow
The policy lifecycle engine that connects your submissions to your carriers and your clients. Every bind, endorsement, cancellation, and renewal tracked in one system with a complete audit trail.
What Changes for Your Agency
Six Things That Are Different When Your Book Runs Here
One Place for Every Carrier
Commission Math That Keeps Itself Current
Renewals That Surface Before They Expire
Financing That Fits Into the Placement Flow
Clients Who Can Answer Their Own Questions
A Complete File for Every Account
Free Tool
Model Your Agency Economics
The Agency Business Modeler lets you map your book by carrier, product line, and client segment to see where your revenue and retention rates are strongest, where you are most exposed to market changes, and what growth scenarios look like for your operation. No login required to start.
Open the Agency ModelerAgency Business Modeler
Schedule a Demo
Your clients deserve a better service experience. So do you.
Drop your email and we will be in touch. No sales call required.