App Marketplace
Software for licensed agents. Subscribe to only what you need. Each app is billed separately.
Secure Agent Portal
Fill carrier applications client-side. Nothing leaves your browser.
Guided wizard that fills the official carrier application PDF in your browser, with verification-call scheduling, time-zone-aware booking, and a screen-share presentation mode. Client data stays in your browser, never on our servers.
Book Intelligence
Drop your sales report and see your entire book decoded in seconds.
Upload your standard carrier sales report and instantly get your whole book of business analyzed: pipeline funnel, in-force premium and commission value, a first-payment "Not Taken" chargeback breakdown, a babysit-now chargeback-window watchlist ranked by exposure, concentration risk, product mix, and weekly write cadence, in a dark Keynote-style dashboard. Commission rates are editable. Everything is parsed in your browser; client data never leaves the device.
Commission Calculator Pro
Health insurance commission math, instantly, with rates you control.
Fast commission calculator for health insurance agents. Enter premiums and see your advance payout, monthly residual, and annualized volume update live. Every commission percentage is editable and saved in your browser. Health, ancillary, and association tiers, with the 4-month advance rule for short-term plans built in.