The back office
that runs itself.
Carrier statements parsed by AI. Production rolled up the team tree. Debt, persistency, and every policy tracked without a spreadsheet.
Book of business tracking
Every policy, status, and premium in one live book — no spreadsheet.
Commission & debt tracking
Carrier statements parsed by AI; earned, advanced, and owed reconciled.
Hierarchy & roll-up risk management
Production rolls up your team tree, with debt and flight-risk visibility.
Comp plan & bonus progress tracking
Comp ladders and bonus progress tracked as production lands.
Know what’s actually happening, every day. Production, carriers, and managers ranked every morning. No month-end surprises.
Statements in. Truth out. AI parses every carrier statement and matches every dollar to the right agent.
Every policy in one searchable book. Premium, status, and persistency month for every policy — straight from the carrier statement.
Persistency, flat and weighted. Every carrier and cohort tracked by month — the numbers your overrides and renewals live on.
See the walk coming a month early. Production, debt, and activity signals rolled into one owner-only view.
Comp plans, bonuses, and tiers. Ladders by carrier, custom bonus programs, every tier tracked automatically.
AI Data Manager.
Forward a statement, AI parses and posts it. Any format, any carrier, no template setup.
Ashley, in the back office.
Ask “who is behind on Carrier A?” and get the answer, not a report to dig through.
Auto-referrals on Sold.
Beneficiary and emergency contacts become new leads the moment a policy goes Sold.
Statements in. Truth out. Stop reconciling by hand.
“My agents work half the hours and write more. The back office alone pays for it.”Agency owner · Enterprise plan