Track your agents and your agency in one place, with contracting and compliance built in.
Invitation-based. No credit card required.
See each agent's book, production and commissions. Every agent sees their own.
Sample dataSub-agencies, overrides and splits in one tree. Map a carrier once and every payment lands in the right place.
Sample dataOnboard new agents, track carrier appointments by state and see exactly who's stuck.
Sample dataSend attestations and carrier requirements to every agent and see who's done at a glance.
Sample dataStop stitching together spreadsheets, inboxes and separate tools.
Books of business, production and payouts for every agent, with a portal where each agent sees their own.
Your hierarchy, splits and overrides in one place. Map a carrier once, import forever.
Onboarding, agreements and carrier appointments by state, with a clear view of who's stuck.
Attestations and carrier requirements pushed down your tree and tracked to completion.
Set up your hierarchy, sub-agencies and branding.
Invite agents and set their splits and permissions.
Commissions, contracting and compliance, all in TBW.
No per-seat fees. No client limits.
For small agencies ready to leave spreadsheets behind and get clean commission visibility.
Get StartedFor growing agencies with complex splits, sub-agencies, and scalable back-office needs.
Get StartedFor MGAs and FMOs managing deep hierarchies across multiple sub-agencies.
Talk to UsEvery plan includes the agent portal and carrier templates.
Agents, agency, contracting and compliance under one login.