Partner Portal
A self-service portal that helps you onboard, train, manage, and empower partners while giving them full visibility into business and earnings.
The Partner Portal is designed to help insurance brokers seamlessly onboard and manage their partners while giving partners the tools they need to work independently and efficiently.
From sign-up and KYC to training, exams, agreements, and certification, the entire onboarding journey is structured, trackable, and aligned to your business workflow. Once onboarded, partners get access to a personalized dashboard where they can view prospects, renewals, booked business, and earnings—without constant back-and-forth with your internal team.
The portal is fully customizable based on your operational process and partner engagement model, ensuring it fits naturally into how your brokerage works. Available as a web platform with optional Android and iOS apps, the Partner Portal helps you scale partner-driven growth while maintaining visibility, control, and compliance.
