Run your day from one screen.
Made for Florida property & casualty agents, so it already knows about carriers, lenders, renewals and commission statements.
Clients & policies
Leads, households, vehicles, properties and every policy, with carriers and lenders filled in from a built-in catalog.
Renewals & tasks
Renewal reminders and task templates so nothing slips past its effective date.
Commissions
Match carrier and agency checks to the statements they paid, and see exactly what is still owed.
Monthly reports
Pick the clients that belong on each statement and email the Excel report on a schedule you set.
Carrier Q&A
Ask a question in the chat. It answers from what your team already learned from carriers, dated, so answers don't go stale.
Logins vault
Carrier logins locked behind your own vault password, with one-click sign-in to carrier sites.
One agency. Every agent. Each book kept private.
The agency shares what should be shared and keeps each agent's clients their own.
- Shared carrier list, forms & toolbox: set once by the agency for everyone.
- Commission splits: agency, agent and managing-agent shares worked out on every policy.
- Duplicate-client alerts: know right away when two agents are working the same household.
- Add agents from the CRM: no technical setup needed.
- Agency & per-agent reports: each agent sees only their own numbers.
- See every policy, carrier and policy period
- Download ID cards and policy documents
- Send change requests and fill out applications
- Upload photos and documents for the agent
Give clients their own place to go.
Each client gets a private link with your agency's name and logo, so routine requests come to you already written down.