Your Best Producer's Process, on Every Desk.
Same standard for research, review and submissions, whoever is on the account.
Quality Depends on Who Picked It Up.
Your senior producer catches the exclusion. The new one does not, and nobody finds out until the claim.
What the Standard Buys You
Consistent Research
Every producer works a prospect up the same way.
The Same Policy Review
Gaps caught and cited the same way, whoever uploaded the documents.
Submissions to One Standard
Applications, narratives and proposals your brokerage can stand behind without a senior reading every one.
Your SOPs, Applied
Upload your templates, appetite guides and procedures once. Every producer works from them.
Built for Brokerage Teams
Role-Based Access
Control who reaches which data, tools and client records.
Activity Tracking
Who ran what, when, on which account. The question you ask when something ships wrong.
Review Before It Ships
Every output is read by the producer before it reaches a client. Approval steps where you want them.
One Dashboard
Billing, usage and team management in one place.
From New Hire to Producing
Simple pricing for busy brokers.
Starter
For the broker who uses it a few times a week.
Choose Starter- Every workflow
- Standard
- Your hardest renewals
Pro
Most popularFor the broker who uses it every working day.
Choose Pro- Every workflow
- 2x Starter
- Renewals and new business
Book
For the broker who runs it all day, every day.
Choose Book- Every workflow
- 4x Starter
- Your whole book
Brokerage
One plan for every broker on the team.
Talk to us- Every workflow
- Sized to your team
- Every broker's book
Cancel anytime.