For agency owners who want their producers to have carrier access, onboarding help, and case design support without changing how the agency is run.
Shared tools
The same platform independent agents use, extended to every producer in your agency.
- Dashboard and CRM access for each of your producers
- Marketing templates your agency can use as issued
- A training library available to every contracted producer
Onboarding support
Contracting a group of producers follows the same four-step path as a single agent, run in parallel.
- Contracting for each producer, with one document list
- License, NPN, and E&O review on our side
- Appointment paperwork submitted to the carriers you select
Case design help
Available to any contracted producer, on any line we place.
- A second set of eyes on complex cases in life insurance, annuities, long-term care, and property and casualty insurance
- Help comparing the products available from appointed carriers for a specific case, described in general terms until the case is in hand
- Plain-language explanations your producers can reuse with clients
What this page does not say
So that it reads the same to an agency owner and to a compliance reviewer.
- No product promises. Products are issued by carriers under their own terms and underwriting.
- No rate or commission claims. Compensation is paid by the carrier when a case issues, and schedules are visible after contracting.
- No named carriers. Carrier relationships are described in general terms on this site.
Talk to us about your agency
Tell us how many producers you have, which lines they write, and which states. We reply by email or phone.