MGAs & National Accounts

Drive growth with an end-to-end ecosystem
We get it. You aim to differentiate your business and stay ahead of the competition – all while providing an exceptional customer experience. But without the right partner, all these goals can be difficult to achieve.

That’s why we walk with you on your journey of growth – providing you with access to agent toolsets and solutions that enable you to process business more quickly and communicate more effectively with your carrier partners.

We innovate so you can generate the business you desire – embracing automation and leaving manual processes behind.

Solutions built with you in mind

Streamline Workflow for Agents & Advisors
Simplify, streamline, and automate your workflow into a centralized database, providing full compliance and 100% in good order transactions.
Agency Management | WealthServ® Insurance
Agency Management | WealthServ® Investments
Customer Relationship Management | Advisor™
Leverage Data Analytics
Power valuable insights into performance and sales through data rich and robust case analytics.
Case Analytics | InsureSight®
e-Sign Documents Securely
Electronically deliver fully-brandable and compliant documents quickly, safely, and securely.

e-Signature | AlphaTrust® e-Sign

A partnership you can be proud of