The agency platform your producers will actually use.
Custom agency management software built on Azure — producer workspaces, IVANS carrier connectivity, commission tracking, and client self-service, designed around your agency workflows.
Producer Pipeline & Activity Tracking
Every producer sees their active pipeline, activity goals, upcoming renewals, and new business opportunities in a single workspace — giving managers real-time visibility without interrupting the sales process.
Policy & Client Management
Unified client record showing every policy, coverage history, pending endorsements, open claims, and interaction log. Your CSRs stop switching between systems to answer a single client call.
IVANS Carrier Download & API Integration
Policy data, endorsement notices, and billing updates downloaded automatically from carriers via IVANS and direct carrier APIs. In-force data stays current without manual portal checks.
Commission Tracking & Statements
Commission splits, agency overrides, contingency accruals, and producer bonus structures calculated automatically. Statements generated on demand — no spreadsheet reconciliation at month-end.
ACORD Forms & Document Management
ACORD applications, certificates of insurance, and loss run requests auto-populated from live policy data. Completed forms route to e-signature and file automatically to the client record.
Renewal Pipeline & Expiration Management
Every policy expiration tracked with configurable advance notice windows, producer assignment, and priority scoring. At-risk renewals flagged before the window closes — not after.
Producers Selling, Not Searching
Pipeline, policies, renewals, and documents in one workspace — so producers spend their day on relationships, not on switching between systems.
No Renewal Left Behind
Every expiring policy tracked, prioritized, and assigned — so your team acts before the renewal window closes, not after a client calls a competitor.
State-Ready and E&O-Defensible by Design
E&O Audit Trail
Every producer action, coverage discussion, and policy change logged with timestamp, actor, and outcome. A defensible record is built automatically — no separate documentation step.
Producer License & Appointment Tracking
Producer license expiration dates, state appointments, and carrier appointments tracked per producer. Alerts surface before a license lapses — before it becomes an E&O exposure.
Policyholder Data Security
Policyholder PII encrypted at rest (AES-256) and in transit (TLS 1.3). Access controls enforce least-privilege per role. Architecture designed to meet NAIC Insurance Data Security Model Law requirements.
Five systems or one platform.
The agency running one wins.
Most independent agencies run their book across a legacy AMS, multiple carrier portals, a spreadsheet, email reminders, and paper ACORD forms. A custom platform collapses all of that into one connected system.
Producers doing admin instead of selling.
Producers focused on production.
Producers Focused on Production
Automated carrier downloads, ACORD auto-fill, and commission calculations eliminate the administrative tasks that take producers away from client relationships and new business development.
No Renewal Falls Through the Cracks
A configurable renewal pipeline surfaces every expiring policy with the right priority level and the right producer assignment — before the window closes, not after the client calls a competitor.
Commission Accuracy Without the Spreadsheet
Automated split and override calculations reduce month-end reconciliation time and eliminate commission disputes. Producers see what they earned, and agency owners see what the book produced.
Scale Without Proportional Admin Headcount
As premium volume grows, the platform absorbs new producers, new lines of business, and additional carrier relationships without requiring proportional growth in administrative staff.
E&O-Defensible Operations by Default
Every producer action, client interaction, and coverage change logged with timestamp and actor. A documented audit trail is the first line of defense when an E&O claim is filed.
Integrations
IVANS Market Access
- Policy data download from carriers
- Endorsement and cancellation notices
- Billing and payment updates
Applied Epic
- Client and policy data migration
- Book-of-business import
- Historical activity and document transfer
HawkSoft
- Policy and client record migration
- Producer and account data export
- Commission history import
DocuSign / Adobe Sign
- ACORD form e-signature routing
- Application and policy document signing
- Completed document auto-filing to client record
QuickBooks
- Commission payment reconciliation
- Agency fee billing
- Producer statement export
EZLynx
- Multi-carrier quote import
- Applicant data push to rating engine
- Bound policy creation from quote
Our Implementation Process
Agency Discovery & Workflow Analysis
We map your current workflows end-to-end — how producers manage their pipeline, how policies are entered and updated, how commissions are calculated, and which carrier systems require manual attention. We identify integration requirements and data migration scope before writing a line of code.
System Architecture & Migration Planning
Platform architecture designed around your workflow maps — data model for policies and producers, commission engine rules, IVANS and carrier API mapping, identity and access control, and a phased data migration strategy that keeps your agency operational throughout.
Core Platform Development
Iterative development with bi-weekly demos to agency stakeholders. Producer pipeline tools, policy management, and core commission engine built first — so your team can validate daily workflows before the platform is complete.
Integration, Data Migration & Compliance Setup
Connect to IVANS, carrier APIs, accounting, and e-signature. Extract, transform, and load your existing policy and client data with row-level reconciliation reporting. Configure audit logging and producer compliance tracking.
Training, Rollout & Ongoing Support
Phased rollout — producers onboarded in cohorts so early adopters mentor the laggards. Role-specific training for producers, CSRs, and agency principals. A 60-day hypercare period with dedicated engineering support and adoption monitoring.
Frequently Asked Questions
Can you migrate our data from Applied Epic, HawkSoft, or AMS360?
Yes, and data migration planning begins in the discovery phase — before development starts. We map your existing data model to the target schema, build automated extraction and transformation pipelines, and run reconciliation checks at every stage. We never do a single big-bang cutover. The typical sequence is client and policy records first, then commission history, then documents — with validation sign-off at each stage. We also build a rollback plan so you have a safe exit if a migration step fails reconciliation.
How does IVANS carrier download work — is it real-time or batch?
IVANS downloads are typically batch-based, delivered by carriers on their own schedule (daily or near-daily). We configure the IVANS integration to process incoming download files automatically, reconcile them against your in-force book, and surface exceptions for CSR review rather than blocking the whole batch. For carriers that offer direct API access, we build real-time integrations where available. The architecture separates carrier connectivity from your core data model, so adding a new carrier is a configuration change, not a rebuild.
What does a typical implementation cost and how long does it take?
A custom agency management platform with core modules — producer tools, policy management, commission engine, and IVANS integration — typically takes 18–26 weeks from kickoff to production, depending on the number of carrier integrations, commission structure complexity, and data migration scope. We offer phased delivery, with the highest-priority module live first so your team starts seeing value before the full platform is complete.
Can producers access the platform on mobile?
Yes. The platform is built responsive-first — producers can review their pipeline, look up client and policy details, and view documents from any device. For field-heavy agencies, we can build a dedicated mobile experience as part of the engagement scope, optimized for quote lookups, certificate generation, and client notes on the go.
How does the system handle commission splits and override structures?
Commission structures are defined during the discovery phase and modeled as configurable rules rather than hardcoded logic. We support standard splits (house/producer percentage), tiered overrides, contingency accruals, and bonus structures tied to production or loss ratio thresholds. Rules are applied per producer, per line of business, and per carrier — and can be updated by agency administrators without requiring a code change. Statements are generated automatically from the rule engine, with an itemized breakdown your producers can reconcile against their expectations.
Our agency is growing — how does the platform scale as we add producers or lines of business?
The platform is designed for exactly that. New producers are added through the admin interface with their commission structure, carrier appointments, and license data. New lines of business are supported by configuring the relevant ACORD forms, carrier connections, and commission rules — without touching the core platform. The Azure-native architecture scales horizontally with user load, and the multi-tenant architecture supports independent offices or acquired agencies on the same platform with clean data separation.
Ready to Build the Agency Platform Your Producers Actually Want?
Book a free 30-minute discovery call. We will review your current systems, carrier relationships, commission structures, and growth plans, then give you a realistic assessment of what a custom agency platform would cost and deliver for your agency.