is our self-serve platform where you can quote & issue your documents in real time.
For all brokerage accounts, we require you to provide a *General email address. This email address will be sent a copy of all policy activity (for all users). This serves as an excellent audit trail for brokerage management. (Consider – firstname.lastname@example.org).
Each individual user’s login will be their company email. Every user can view all brokerage transactions. The platform records activity by individual user.
When a user enters a policy transaction, the individual user will receive the document in their company email and the brokerage will also receive an email in the *General email address provided below for the Brokerage.