Use cases

A broker reporting portal for each intermediary's business

Give brokers and intermediaries a clear view of the business they bring to your network. Connect reporting data you have approved and show each account its own pipeline, book activity, renewals, and the commissions your systems have already calculated.

14-day free trial. No credit card required.

CustomerDashboard showing charts and metrics for a customer account

Pipeline and commissions your systems already calculated.

Show progress through recorded stages

Present application or policy status from your operational records.

Make book activity easier to review

Summarize new business, renewals, and other account events by period.

Give commissions a reporting view

Display amounts and statuses your commission system has already calculated.

How it gets in front of customers

Connect the data you already keep, build the report once, and give each account a login.

  1. 1

    Connect approved broker data

    Pipeline, renewals, and calculated commissions, with a broker identifier.

  2. 2

    Build one intermediary view

    The same layout for every broker.

  3. 3

    Give each broker a login

    They see their book only.

What customers can see

Built from the records you connect. These are the reports you can build from the records you connect.

  • Applications by stage

    Where that broker's pipeline sits in your records.

  • New business and renewals

    Counts for the period.

  • Approved commission

    Amounts your system has already calculated.

  • Status

    The stage or payment state already stored, not a new decision.

Reporting, not a decision systemThe portal presents existing pipeline and commission data. Lending, underwriting, and policy decisions stay in your operational systems. Do not put data here that your compliance process has not approved for broker access.

Questions

Does the portal make lending or underwriting decisions?

No. It presents existing reporting data. Decisions and workflows stay in your lending or insurance systems.

Can a broker see another intermediary's commissions?

No. Each login returns only the rows mapped to that broker.

Related: affiliate reporting dashboard ยท B2B2C customer portal

Create your broker reporting dashboard

Give brokers and intermediaries a clear view of the business they bring to your network.

14-day free trial. No credit card required.

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