What's included
LOA, GA, MGA, SGA and FMO ladders defined per carrier. A producer's level with one carrier says nothing about another.
A move takes effect on a date and never rewrites the past. History is append-only.
Each upline's override is the gap between their level and the level below, priced on the accrual date.
Draft a schedule and simulate it on real policies. Nothing is written until you publish, and publishing is dated.
Tiered programs per producer or team, with previews, awards and reversals when a carrier restates.
Hierarchy files are validated whole with a dry run. One bad row refuses the file.
For FMOs
Downline agencies consent to link to your organisation; you cannot attach one silently. Once linked you get read-only entry into the agency, audited and expiring, with a banner naming whose data is on screen.
Statements in, producers paid to the contract, books that close. A commission engine with a double-entry ledger underneath.
Learn moreLicences, appointments, E&O, AHIP and carrier certifications in typed registers, with ready-to-sell computed per carrier, state and plan year.
Learn moreEach producer's day, earnings and credentials in their own portal, and a hub for managers to onboard, track and coach the team.
Learn more