Producerflow for MGAs
Expand your distribution, accelerate growth, and stay compliant with ease
Challenges We Solve
Onboarding Delays
Slow, outdated processes make it harder to bring on new producers and expand distribution.
Repetitive Data Entry
Manually inputting, verifying, and tracking information slows down operations and increases the risk of errors.
Expensive Compliance Management
High fees for licensing, appointments, and regulatory tracking add up, cutting into margins and limiting growth opportunities.
Our Solutions for MGAs
Automate producer tracking, integrate with your existing systems, and leverage real-time data to stay audit-ready.
Producer Onboarding
Collect agent information and documents, and retrieve licenses via NIPR integration in a single step. Customize workflows with integrated e-signature and background checks to ensure a smooth, compliant start tailored to your company’s processes.
Compliance Monitoring
Use advanced reporting tools to access your data quickly. Create custom reports to track key metrics and trends that drive better outcomes.
Reporting tools
Use advanced reporting tools to access your data quickly. Create custom reports to track key metrics and trends that drive better outcomes.
Integrated Solution
Sync your CRM, e-signature, background check and other essential systems. Use APIs and webhooks to seamlessly integrate producer data into your existing workflows.
Affiliation Management
Connect producers with capacity providers, manage bulk affiliations, and track real-time status—all in one place.
Carriers
Improve onboarding and compliance for your producer network
Agencies
Make compliance easier for your agency