01
Advisory and project delivery
Agency operations built around the account
Connect submissions, renewals, and servicing.
01Submission intake
02Renewal pipeline
03Client portal
What teams are solving
01
Submissions are re-keyed across carrier and agency systems
02
Renewal work starts late because account data is fragmented
03
Service requests move between inboxes without clear ownership
One record. Every workflow.
02
Renewal pipeline
03
Client portal
04
Producer workflows
05
Commission reporting
Also in Advisory & Project Services
01Consulting & AdvisoryRun client work from one system.02Marketing & Ad AgenciesConnect pipeline, delivery, approvals, and margin.03Executive Search & RecruitingConnect searches, candidates, and client reporting.04ArchitectureConnect projects, design, and client billing.05EngineeringConnect deliverables, projects, and resources.