A Distribution Management System that works for you.
Burnt out by...
Everything in one place.
Drop the busy work.
Automate app data entry.
Integrate with carriers & vendors to update cases.
Sync all communication.
Standardize your processes.
Design validation checkpoints at every stage to ensure your team follows a consistent process, delivering reliable service and reducing cycle times.
Stay on track.
Follow-ups
Never lose sight of what you need to do next.
Calendar
Organize your workload to stay on top of your day and avoid stress.
Pending Cases
Know where you stand with pending cases and monitor cycle times.
Simplify agent communication.
Mobile App
Give agents access to all case details through the Agent Portal on the mobile app.
Encrypted Emails
Send secure, detailed case updates or case reports via encrypted email.
Text Messages
Send agents text notifications with direct links to view their cases in the portal for easy access to important updates.
In-App Messaging
Allow your team and agents to ask questions on cases directly through in-app messaging for better collaboration.
Deliver case reports straight to agents' inboxes, providing them with all the data they need.
Web Portal
Allow agents to submit new applications through the web portal, ensuring a smooth process without paperwork.
Assistant Login
Give assistants secure access to the portal to view case progress and track statuses.
Reports & Dashboards
Data that works for you (for a change).
Case Study
Innovative Brokerage Network
“It’s a place to house all the important information that we need to run our business and to help our agents.”