All Channels. One Platform
Seamlessly manage your entire distribution network - from tied agents and brokers to banks, MGAs, direct and partner firms - at a single, unified place.
Multi-tier Hierarchies, Flexible Reporting Structure
Design multi-tier hierarchies with flexible reporting structures and easily move, promote, demote, reassign or remove channels as your business evolves. Maintain clarity, streamline operations, and scale without complexity.
Digtalized onboarding process
Our platform seamlessly manages the entire agent onboarding journey, transforming a traditionally complex process into a streamlined, efficient, and compliant operation.
We automate every stage - from initial recruitment and application to contracting, certification, and final sales authority setup - ensuring new producers are fully equipped and compliant to generate revenue in record time.
Compensation
Leveraging a powerful metadata and rules-driven engine, our platform simplifies the configuration of incentives, targets, and campaigns.
It dynamically calculates all commissions and bonuses - from sales and non-sales activities - and seamlessly manages the entire workflow from approval to payroll integration, ensuring accurate and timely compensation.
Real-time Dashboards and Analytics
Gain real-time, data-driven visibility into your distribution network with our built-in analytics dashboards and customizable reports. Monitor live campaign performance, track key sales metrics across all channels, and analyze individual agent or partner productivity at a glance.
Add-ons
AI Middle Office
Unleash the full power of your stack: seamlessly orchestrate native AI with every API to build end-to-end intelligent automation.
Partner Solutions
Explore plug-in solutions from our partners.
