Appetite & Eligibility
Structured appetite guides with class codes, risk criteria, and eligibility rules so producers submit only the business you want to write.
Mon–Fri, 9 AM–6 PM
Carrier Solution
Publish your entire product portfolio to Insurance Exchange with structured listings that producers can actually search — complete with appetite guides, state availability, rate indications, and required forms, all managed from one catalog.
What's in a Listing
Structured appetite guides with class codes, risk criteria, and eligibility rules so producers submit only the business you want to write.
State-by-state availability with filing status per jurisdiction, updated automatically as new filings are approved.
Versioned rate sheets and indicative pricing tables that keep every appointed producer quoting from the current rates.
Required applications, supplemental questionnaires, and policy forms attached directly to the listing they belong to.
Product one-pagers, highlight sheets, and co-branded material producers can pull the moment a listing goes live.
Your AM Best rating, admitted status, and company profile displayed alongside every product to build producer confidence.
How It Works
Enter product details through the carrier portal or push them via the catalog API — appetite, states, rates, forms, and collateral in one structured record.
Automated checks validate state filings, form versions, and required disclosures before anything goes live, flagging gaps for your product team.
Approved listings go live instantly across the exchange, searchable by line, state, class code, and appetite fit.
Rate revisions, appetite changes, and new state approvals push to every appointed producer the moment you publish them — no stale rate sheets in the field.
Supported Product Lines
The exchange catalog is built for multi-line carriers. Whether you write personal auto, group benefits, surplus lines, or trade credit, your listings live in the same catalog producers already search every day.
FAQ
Once your carrier account is active, a complete listing typically clears the automated compliance check and goes live the same day. Listings that need filing verification in specific states may take longer for those jurisdictions only.
Yes. The catalog API lets your product team create and update listings programmatically, so your product management system stays the source of truth while the exchange mirrors it automatically.
Only licensed producers appointed with your company see rate indications and full appetite detail. You control visibility per listing — public summary, appointed-only detail, or invitation-only programs.
Publish the change once and it propagates instantly. Producers see the new rates immediately, in-flight quotes are flagged, and withdrawn states disappear from availability the moment the change is live.
No. Carriers list entire portfolios — from a single niche program to hundreds of products across multiple lines and subsidiaries — under one carrier account.
Join Insurance Exchange and your first listings can be live the same week. Our carrier partnerships team handles onboarding, catalog setup, and producer rollout with you.