No. We’re designed to fit into your existing process, not force you to change it. Carriers can receive submissions via email, SFTP, Paperclip integration, or direct portal access—whatever works best for you. Distribution groups simply use our platform as their trial hub while maintaining their current carrier relationships.

Most solutions focus on one piece of the process—either summaries or case management or reporting. We’re the only platform that delivers all three in a straight-through process. Plus, we start with distribution groups (not carriers), which means agencies get the summary before shopping to carriers—enabling better alignment and case positioning from the start.

We’re continually growing our carrier network. Current partners include several top-tier carriers, with more joining regularly. If a carrier you need isn’t yet on the platform, we offer flexible options, including download-only access. Contact us for the most current list of participating carriers!