Real-time premium production, pre-screened compliance, digital-first carrier integration, and per-advisor reporting that gives carriers the visibility they need to grow appointments confidently.
Schedule a partnership conversationEvery application is AI-pre-screened against KYC, suitability, disclosure, and replacement rules before it reaches a human compliance reviewer.
Live dashboards for premium written, policies issued, advisor performance, and product mix. filtered to your carrier appointment.
The same platform powers insurance, mortgage, real estate, and dental MGAs. Cross-vertical insights become a strategic moat.
Triggered videos, daily plans, no-show rebooks, and supervisor dashboards keep advisors selling more without selling harder.
Manual + email + API integration paths. Carriers like PolicyMe, Walnut, and Intact are pre-modeled; tier-1 mutuals are roadmapped.
Run your own branded MGA portal on top of Crystallux infrastructure with carrier-grade access controls.