Run your agency's whole book in one place

Built for an agency, not one desk

• The whole agency book

  Admins see every policy across the agency and filter it by agent, insurer, cover type or cover-end date. Agents see their own book.

• Commission per agent

  Expected, received and pending commission for each agent, or for the agency as a whole.

• Branches and teams

  Group agents into branches and teams, then compare how each team performs.

• The right access for each person

  Permission sets decide who can reassign leads, void a policy or set commission rates.

• Leads that move with the work

  Reassign a lead to another agent when someone is away or leaves.

• Two-factor sign-in for everyone

  Require a second step at sign-in for every person in the agency.

• Reports in your inbox

  Build custom reports and have them emailed on a schedule.

• Bring your existing book

  Import clients and policies from a spreadsheet using our template.