For IMOs, FMOs and BGAs

Give every downline the same operating system.

Deliver CRM, AI follow-up, dialing, lead flow, training and compensation visibility through one platform — instead of the home office becoming a help desk for six vendors.

See the demo See the features
Your levels, your names, and what each one earns per carrier and product.

Where it actually breaks

You compete on producer experience, not only on contract.

Every downline builds its own stack

Different CRMs, different dialers, different spreadsheets. Nothing rolls up, and the home office ends up supporting tools it didn't choose and can't see into.

You can't tell working from asking

An agent requesting more leads and an agent working the ones they have look identical from here — until production says otherwise a month later.

Comp is questioned because it can't be seen

Rules vary by carrier, product, level, rep and override. When an agent can't follow the logic, every payout becomes a conversation.

Recruiting is a funnel nobody runs like one

Sourcing, first contact, follow-up, the interview, the yes — the same shape as a lead pipeline, usually living in a spreadsheet and someone's inbox.

Only 14% of broker agency-management systems had fully integrated digital commission accounting — while compensation transparency is one of the main reasons producers stay.

Cited to size the gap. We reconcile statements you upload; we are not a carrier-connected platform — see the limits below. Forrester / Equisoft

What changes

One platform across the hierarchy.

Recruiting with its own phone

Recruits get a dedicated pipeline, dialer, SMS inbox and calendar — the same machinery your producers use on leads, pointed at hiring — plus carrier contracting status per producer.

Compensation agents can follow

Rank levels you define, with the rate for each carrier, product and age band at each level, and the override spread shown per sale rather than asserted.

Training that's tracked, not assumed

Your ramp as academy modules and lessons, with completion visible per agent — useful when something has to be finished before a season, not after.

Override, in three seconds

One sale. What every level keeps.

Your agency is contracted at one rate. The producer who wrote it sits at another. The difference is the override — worked out per carrier, product and age band rather than assumed.

  1. The Agency what your carrier contract pays145%
  2. Senior Partner 2 producers125%
  3. Partner 4 producers110%
  4. Agent II 7 producers95%
  5. Agent I wrote this policy80%
+65% the agency keeps 145% contracted, less the 80% this producer earns.
Change the contract and the whole table follows. Mark a different level as your agency's and every spread below recalculates — per carrier, per product, per age band. Sample figures; your ladder is whatever you build.

Worth knowing

This is a producer operating system that now checks the carrier's maths.

Upload a carrier commission statement and every line is matched against what the comp model said that policy should pay, so underpayments surface per policy instead of per hunch. Be equally clear on what is absent: there are no carrier data feeds — you upload the statement, nothing pulls it — and no licensing or carrier appointment tracking. If you are shopping for an automated back office, this isn't it. What it is: the system your producers work in every day, deployed consistently across your distribution, with the compensation they're owed checked rather than assumed.

See the demo The comp features →