Automated License Verification
Every producer is verified against NIPR in real time — license class, line authority, and state status checked automatically at onboarding and on renewal.
Carrier Solution
Agent & Broker Network
Manage the full producer lifecycle in one system. Automated license verification, digital appointments, and E&O tracking keep your channel compliant — and onboard new agents, brokers, and TPAs in hours instead of weeks.
Network Management
Every producer relationship, managed from one roster
Digital Appointments
Producer agreements, appointment paperwork, and state filings move through e-signature workflows, cutting appointment turnaround from weeks to hours.
E&O Certificate Tracking
Errors and omissions certificates are collected at onboarding and monitored continuously, with expiration alerts before coverage lapses put you at risk.
Agents, Brokers & TPAs
Manage every channel relationship in one roster — independent agents, wholesale brokers, MGAs, and TPAs — each with its own agreement and authority level.
Hierarchy Management
Model agencies, sub-producers, and branch structures with parent-child hierarchies so production and commissions roll up exactly how your contracts read.
Commission Schedules
Attach commission schedules by product, producer tier, or hierarchy level, and keep every statement consistent with the agreement on file.
How It Works
From appointment request to quoting in four steps
Producer applies or is invited
Producers request appointment from your exchange listing, or your team invites them directly — either way, one digital intake collects everything up front.
Credentials verified automatically
NIPR license checks, appointment history, background screening flags, and E&O certificates are verified in minutes, not mailed and re-keyed.
Agreement signed and appointment filed
Your producer agreement routes for e-signature, commission schedules attach, and state appointment filings submit automatically where required.
Producer starts quoting
Appointed producers gain access to your products the moment onboarding completes — with ongoing license and E&O monitoring from day one.
Channel Compliance
A channel that stays compliant without chasing paperwork
Producer compliance is monitored continuously, not audited annually. Licenses, appointments, and E&O coverage are checked in the background, and producers who fall out of compliance are suspended from quoting automatically until they cure.
Explore AI & Automation- Continuous NIPR license monitoring with lapse alerts
- E&O certificate expirations flagged before coverage gaps open
- Appointment and termination filings tracked by state
- Audit-ready producer files with every document in one record
- Automatic quoting suspension for out-of-compliance producers
FAQ
Producer network questions, answered
Can we bring our existing appointed producers onto the exchange?
Yes. Your current roster imports with existing agreements, hierarchies, and commission schedules intact. Producers keep their appointments — they simply gain exchange access, and their licenses and E&O move under automated monitoring.
Who controls which producers get appointed?
You do. Set appointment criteria by license class, state, producer segment, or minimum production — or review each request manually. The exchange enforces your rules; it never appoints anyone on your behalf.
How does automated license verification work?
Producer licenses are verified against NIPR at onboarding and monitored continuously afterward. If a license lapses or a line of authority changes, your team is alerted and the producer can be automatically suspended from quoting until resolved.
Can we manage agency hierarchies and sub-producers?
Yes. Parent-child hierarchies model agencies, branches, and sub-producers, so production reporting and commission schedules roll up according to your contracts. Hierarchies can be restructured without re-papering agreements.
Do TPAs and MGAs go through the same onboarding?
They follow the same digital workflow with entity-level additions — corporate licensing checks, delegated-authority agreements, and program-level commission structures — so every channel partner lives in one compliant roster.
Onboard producers in hours, not weeks
Join Insurance Exchange and manage your entire producer channel — agents, brokers, MGAs, and TPAs — from one compliant, automated roster.