Agency & Producer Management Portal
One place for producers to onboard, track licensing and appointments, see commissions with statement detail, and manage their book — instead of emailing your operations team for every answer.
Scope of the build
Fixed scope, fixed timeline, 100% U.S.-based senior engineers on Eastern-time hours.
- Producer onboarding and appointment workflow
- License and CE tracking with expiration alerts
- Commission calculation and statement generation
- Book-of-business and renewal dashboards
- Document vault with e-signature
- Hierarchy and override commission support
What you get
Ops inbox goes quiet
Producers self-serve statements and status.
Compliance held
Licensing lapses caught before they bite.
Retention up
Producers can see and defend their renewals.
Where this fits
- → MGAs and wholesalers
- → Carrier distribution teams
- → Benefits agencies
- → IMOs
From signature to production
The same delivery rhythm on every engagement. You always know what shipped last week and what ships next.
- Week 0
Scope lock
Two working sessions with your team. We write the spec, the acceptance criteria, and the integration list, then fix the price against it.
- Weeks 1-2
Spine first
Data model, auth, environments, CI, and the riskiest integration go in before any screen is polished. You see it running in staging.
- Mid-build
Weekly demo
Working software every Friday, on your staging environment. Scope changes get priced in the same call, never discovered at the end.
- Go-live
Handover that holds
Runbooks, monitoring, test suite, and a recorded walkthrough for your engineers. You own the repo and the accounts from day one.
Before you book a call
Straight answers on price, timeline, ownership, and who writes the code. If your question is not here, ask it on the call — we answer it the same way.
Scope agency & producer management portal →What does agency & producer management portal cost?
From $52,000. The price is fixed against a written scope after a two-session discovery, so the number you approve is the number you pay. Typical delivery runs 7–10 weeks.
How long does it take to go live?
7–10 weeks from scope lock to production for the scope listed on this page. You see working software in your staging environment every week, starting in week two.
What does it integrate with?
Out of the box we wire NIPR, DocuSign, Salesforce, Stripe and Snowflake. Anything with an API or a file drop can be added during scope lock.
Who actually builds it?
Senior U.S.-based engineers on Eastern-time hours. No offshore handoff, no rotating junior bench. The people on your kickoff call are the people writing the code.
Do we own the code?
Yes. Your repo, your cloud accounts, your data — from the first commit. We hand over runbooks, tests, monitoring, and a recorded walkthrough so your team can take it forward without us.
Can this start smaller than the full scope?
Usually. We can carve a first slice that proves the hardest part of agency & producer management portal in a few weeks, then sequence the rest once it is running in production.
Related case studies
- Canary Benefits Recommendations Case StudyGrant Circles is a multi-tenant Software as a Service (SaaS) platform supporting over 80 organizations in administering compliant emergency hardship.
- Canary Benefits Production Push Case StudyCanary Benefits operates a large-scale multi-tenant SaaS platform serving financial institutions, employers, and community organizations that administer.
- Sagemont Auth Case Study Case Study Case StudySagemont Advisors is a compliance-focused consulting firm that manages multiple client-facing portals, including compliance management and onboarding.
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