Secure Agent Portal
Fill carrier applications right in your browser, with verification call scheduling that adjusts to the client’s time zone and a presentation mode for screen sharing.
A small, growing marketplace of fast, private software for the way agents actually work. Your client’s data stays in your browser. Always.
Every app runs entirely in your browser. We hold your subscription, never your client’s information. No medical data, no SSNs, no payment details on our side. Ever.
Data is processed on your device and never leaves it. There’s nothing on our servers to leak.
Outputs are real documents you own, ready to sign, not locked behind an export wall.
Installed as a standalone app, it opens instantly in its own window. No tabs, no loading spinners.
Subscribe to only what you need. Each app is billed on its own. Start any with a free trial.
Fill carrier applications right in your browser, with verification call scheduling that adjusts to the client’s time zone and a presentation mode for screen sharing.
See your advance, monthly residual, and annualized volume update live. Every commission rate is editable and saved in your browser.
Drop your sales report and see your whole book decoded: pipeline funnel, in-force value, chargeback watchlist, and product mix. Parsed entirely in your browser.
Commission tracking and reconciliation across your whole book. In development.
The catalog grows as agents ask for tools. Tell us what eats your week and it might be next.
$19.99 a month after your trial. Cancel anytime from your account. No client data stored. Ever.
Card details are encrypted and processed by Stripe. They never touch our servers. No charge during your free trial, and you can cancel anytime.