A branded portal your brokers quote and bind in.
Every action writes straight into your IMS — no re-keying, no exported spreadsheets, no copy-paste. Your system of record stays the single source of truth.
to a live, IMS-rated quote
re-keying for your team
OFAC screening on submissions
source of truth — your IMS
Not another form that emails you a PDF.
Most “portals” are a contact form with a logo. This one talks directly to your IMS.
- Real rated premium straight from your rater — not an estimate
- Real bind and issue against your own policies
- Documents land in the right IMS folders automatically
- No double entry — what the broker submits is what you see
Three steps from submission to issued.
A producer never leaves the portal, and your team never re-keys a thing.
Fill a smart form
A guided intake built to your appetite — pre-filled from ACORDs and prior submissions, with validation as they type.
Get a live IMS quote
The submission rates against your real rater and returns true premium in seconds — no analyst in the loop.
Accept, bind, done
On acceptance, the policy binds and issues in your IMS and documents file themselves where they belong.
Everything a broker needs, wired to your system of record.
Live IMS quoting
Submissions rate against your real rater and return true, bindable premium — not a ballpark.
Bind & issue
Accepted quotes bind and issue directly in your IMS, so the portal and your book never drift apart.
OFAC screening
Submissions are screened against sanctions lists before they can move forward — built in and automatic.
Duplicate-insured search
Catches existing insureds in your IMS up front, so two producers don't quote the same risk twice.
AI ACORD pre-fill
Drop in an ACORD and the form fills itself — producers confirm instead of retyping.
Documents into IMS folders
Quotes, binders, and policy documents file themselves into the correct folders in your system of record.
Your team stays in control.
A no-code back office decides exactly what each producer can do — and nothing happens that you didn't allow.
- Set who can quote, submit, or bind — per producer
- Out-of-appetite risks route to a person, not a dead end
- Never an automatic bind without the rules you set
- Branding, MFA, and a full audit trail on every action
See it running on your IMS.
Tell us about your appetite and your system of record, and we'll show your portal quoting and binding in a live walkthrough.