Built specifically for insurance distribution. Configurable to your workflows & integrated with your existing systems. The building blocks to power producer management.
Simplify producer onboarding with custom forms and real-time validation—all in one onboarding process.
Visualizing your program
Bulk-onboard producers without the email chains.
Submit appointments in bulk, monitor real-time statuses, and trigger just-in-time appointments—all fully integrated with NIPR.
Submit hundreds of appointments in minutes.
Keep all your internal producers organized in one place. Easily renew and submit new non-resident licenses individually or in bulk.
Visualizing your program
Track every license. Across all 50 states.
Branded onboarding portal with custom fields
Background checks and E&O collection in one flow
Auto-trigger appointments at completion
Multi-state bulk submissions via NIPR
Just-in-time triggers at point of binding
Distribution hierarchies with full audit trails
Resident & non-resident licenses tracked
Audit-ready records on demand
98% reduction in license expirations
PRODUCER MANAGEMENT
APPOINTMENT MANAGEMENT
PRODUCER LICENSING
Every producer, license, and appointment, in one view.
So you can stop managing complexity and focus on growth.
Manage high-volume licensing and appointments across captive and independent producers. Real-time visibility, audit-ready records.
Visualizing your program
Multi-state distribution at scale.
Make producer affiliation simple, expand distribution with bulk onboarding, and stay ahead of compliance with automation.
Visualizing your program
Accelerate appointment velocity.
Producer licensing tools designed for small teams. Reduce administrative work, improve compliance transparency.
Visualizing your program
Stop managing compliance in spreadsheets.
FOR CARRIERS
FOR MGAs
FOR AGENCIES
Steve Reffitt
VP Head of Agency at Branch.com
Branch is excited to partner with Producerflow.
The optionality it provides our team to either manually intervene or trust the automation within the system to deliver the outcome we desire is unmatched in the industry.
We enjoy the modernized API and overall flexibility. We are highly confident this product meets our internal tech-forward philosophy and ultimately, keeps us compliant.
98%
95%
99%
30%
What we've launched together is industry-first in manufactured housing, and one of the best experiences in the broader insurance space... Producerflow is the best insurtech vendor I've worked with. The support, professionalism and product capabilities are unmatched in the industry.
Divyansh Sharma
CTO at CoverTree
See how the platform fits your distribution model, integrates with your stack, and stacks up to what you've already looked at.
