Broker Portals

B2B & Operations

Empower your distribution network.

We build specialized B2B portals for insurance brokers to generate bulk quotes, manage client portfolios, and interact directly with underwriting teams.

  • Custom B2B portals allowing brokers to quote, bind, and issue policies on behalf of their clients instantly
  • Portfolio management dashboards where brokers can see all upcoming renewals and outstanding premium payments across their client base
  • Secure communication channels for brokers to refer complex risks directly to underwriters with attached documentation
01 · Increased Broker LoyaltyBrokers will place more business with you if your digital quoting system is the fastest and easiest to use.
02 · Reduced Underwriting AdminStop your underwriters from spending half their day responding to basic quote requests via email.
03 · Faster RenewalsAllow brokers to bulk-renew dozens of simple policies with a single click in the portal.
04 · Centralized B2B IdentityEnsure broker principals can manage access levels for their junior staff within your system securely.

Clunky broker tools cost you market share.

Brokers are your primary distribution channel for commercial lines. If they are forced to use a clunky, legacy portal that constantly times out, or if they have to rely on email to get a simple quote, they will actively avoid placing business with you. Speed and ease of use are the ultimate competitive advantages in B2B insurance.

01

The Email Grind

Your underwriters are drowning in email quote requests for simple risks that should have been straight-through processed by a portal.

02

Lost Renewals

Brokers miss renewal dates because your system doesn't provide them with a clear, consolidated dashboard of their upcoming expiring policies.

03

System Frustration

Brokers stop using your portal because it requires them to re-enter data they already have in their own Broker Management System (BMS).

The deliverables

Command centers for broker distribution.

We engineer B2B portals that give your distribution partners the speed and autonomy they demand.

01 · Core

Broker Quoting Engines

React-based interfaces designed for speed, allowing expert users to bypass marketing copy and generate quotes in seconds.

UXSpeedB2B
02 · Core

Portfolio Dashboards

API integrations pulling live data from the PAS, giving brokers a 360-degree view of all their active clients, claims, and renewals.

IntegrationDashboardsOperations
03 · Core

Referral Workflows

Custom logic that automatically stops a quote if it breaches underwriting guidelines, securely routing the data and documents to a human underwriter.

LogicWorkflowRisk
04 · Core

B2B Identity Management

Secure login flows (Auth0) with delegated administration, allowing a brokerage manager to onboard their own staff to your portal.

SecurityAuthScale

Featured Insurtech Platform

Transforming the quote journey.

See how we helped a specialty MGA replace their massive PDF application with a dynamic React quoting engine, cutting the time to bind a policy from 3 days to 4 minutes and increasing direct-to-consumer sales by 60%.

InsurtechQuoting Engines

Project Overview

Frictionless digital binding.

We developed a secure quoting flow that asks dynamic questions based on previous answers, pings a third-party rating API in real-time, and generates a bindable quote and digital policy document instantly upon credit card payment.

View All Projects

Frequently Asked Questions

Common questions about insurtech.

How do you integrate with complex rating or underwriting engines?

We build API middleware that connects the frontend quoting flow directly to your rating engine (like Duck Creek, Guidewire, or proprietary Excel-based APIs), pulling live premiums without exposing the underlying logic to the web.

Can you handle dynamic question sets?

Yes. We build intelligent forms using React state management. If a user selects 'Yes' to owning a swimming pool, the form instantly expands to ask about fencing and diving boards, keeping the initial interface clean and uncluttered.

Do you build broker portals as well as direct-to-consumer?

Absolutely. We build specialized B2B portals where brokers can manage a portfolio of clients, clone past quotes for faster renewals, and securely upload complex risk assessment documents directly to the underwriter.

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Modernize your insurance
and underwriting operations.

From dynamic quoting engines to seamless digital claims workflows and secure broker portals, we build software that drives premium growth and reduces operational costs.

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