Brokers see only their own business, with their own dashboard: KPIs, agents, commission, licence, target and credit.
Broker companies with sub-agents, documents and expiry checks. Expired documents block login.
Per-broker product rights: motor, medical, and each general line. Plan access and credit limits are set per broker.
Commissions per broker, per agent and per plan. A commission calculation run and a summary report. Clawback on cancellation.
Broker audit history shows every change and what changed.
Look up, quote, upload documents, confirm, refer, send a payment link, issue, check status and download. Published documentation and an IP allow-list.
Look up customers and vehicles
Quote and upload documents
Confirm or refer to an underwriter
Send a payment link and issue
Check status and download documents
IP allow-list and published documentation
Brokers submit, underwriters price, commission follows the policy.