OperationsWorking demo
Carrier Contracting Platform
Producer records, carrier appointments and a nine-step contracting wizard that will not let an incomplete packet through.
Built for a national insurance agency onboarding producers across 22 carriers. 12 producer tabs, a 9-step wizard, role-based admin
Try this
- Open a producer and walk the twelve tabs, from profile to documents
- Run the nine-step contracting wizard and watch it block on missing E&O
- Quick-fill the fourteen carrier questions, then answer the ones that matter
- Track a request through the queue: who it is with, how long it has been there
Booting demo
Everything on screen is invented. No client is named, no real record is loaded, and nothing you type here leaves your browser or is saved anywhere.
What this is
Getting a producer appointed with a carrier is a thirty to fifty page packet that bounces back if one field is wrong, and every bounce costs a week of selling. The platform holds the producer's record once, then assembles the packet per carrier. The wizard refuses to submit when errors and omissions coverage is missing or AML training has lapsed, which is what the bounces were, almost every time.
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