Home / Solutions / Broker portal
A broker portal your producers actually use.
Right now a producer emails you a submission and waits. Somewhere else, a competing MGA quotes the same risk in minutes. We build and run the portal that closes that gap, connected to your rating, your issuance, and your rules.
Producer speed is a retention issue.
The agents who feed your book aren't loyal to your submission process. They're loyal to whoever gets their client an answer first. Every day a quote sits in an inbox, the producer who sent it is learning to send the next one somewhere faster. And a producer leaving rarely announces itself: the submissions just quietly stop.
Self-serve quote-and-submit, wired to your book.
Your appointed producers enter a risk once. Your rating prices it. Your issuance workflow carries it. Your underwriters approve what matters. None of it is generic.
- Quote-and-submit for your appointed producers, access you grant, accounts you control, permissions that match how you actually appoint.
- Wired to your rating and your issuance workflow, the portal prices with your rules and hands off to the process you already run, so there's no second version of the truth.
- Underwriter approval gates where you want them, in-appetite business flows; anything outside refers to a person before it moves an inch.
- Not a generic storefront. Your programs, your forms, your documents, built around how your shop underwrites.
Faster for producers. Cleaner for underwriters. Visible to you.
A portal earns its keep on both sides of the quote, the producer who enters it and the underwriter who has to trust it.
The work in between (chasing a missing exposure detail, matching the risk to a Classification, assembling the file for review) is mundane and it repeats on every submission. That work runs as an AI Operational Workforce with feedback loops that correct it as it goes, while your underwriter owns every decision that touches rating or binding.
- Producers quote without calling you. Appetite questions, Classifications, and rating happen in the portal, the answer stops depending on whose inbox the submission landed in.
- Underwriters see clean, structured submissions. Fields instead of PDF attachments, review starts with the data already in place, not with re-keying it.
- Every quote is tracked from first entry to bind. Who quoted what, where it stalled, what bound, visible to you, not buried in an email thread.
- Your brand, your rules, your appetite front and center. Producers work inside your appetite messaging, so what reaches your underwriters looks more like what you actually write.
Not a concept page. A pattern already in production.
The same portal pattern runs in production at a working MGA today, quoting real submissions for real producers, built and run by the same senior team you'd work with.
Walk through the live portal
Ask for the guided walkthrough in your mapping session, real screens, the actual producer flow, and the underwriter's side of the same quote. No mockups, no theater.
Book your mapping session →Judge it in production, not in a demo
We stand up a working portal your producers use on real submissions, and you run it for 30 days. Same team, same production discipline. The monthly rate starts after the trial.
Start a 30-day production trialA Phase-1 wedge, not a platform bet.
The portal is one scoped build with a fixed quote from your Assessment. It connects to your AMS rather than replacing it, and your renewals are never the test environment.
Migration rule: nothing is cut over until validation passes, producers quote in parallel while your existing process keeps running.
What founders ask about the portal.
Related reading & adjacent builds.
Two builds that usually follow a portal, and the guide to read before rolling one out. Weighing the wider decision first? Start with how to choose MGA software.
Submission-to-issuance workflow
Once producers quote in the portal, the same record can carry through triage, rating, bind, and issue, no re-key at any desk.
Explore the workflow build →Carrier reporting
The portal's structured submissions are exactly what clean bordereaux are built from, a reporting layer that ends the month-end scramble.
See carrier reporting & bordereaux →Getting producers to adopt it
A portal pays off only if producers log in. What drives adoption (and what quietly kills it) before you roll one out.
Read the portal adoption guide →Give producers a reason to send you the next one.
A 60–90 minute mapping session: we whiteboard your quote flow, put numbers on where submissions stall, and hand you the map, yours to keep either way.