Technology

We understand the challenges of working with multiple carriers
and their "online portals." This platform was born out of necessity
for the aggregation of key policyholder information.

Technology

We understand the challenges of working with multiple carriers and their "online portals." This platform was born out of necessity for the aggregation of key policyholder information.

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Calculate Your Potential Returns

Get Report

Our software creates more time and money for you‐ for doing what you're doing already.

Ready to learn how?

We can quantify your potential gain with a few key metrics on your book of business - request your personalized "Growth Potential" report today.

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Dive Into The Features of ProDash

View Features List
  • Aggregation
  • Analytics
  • Client Servicing
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Talk To A Real Live Person - Real Fast

View Contact Info

We know that opportunity doesn't wait. If you have questions, we're here to answer them right away. Get in touch with us today to learn how our tech can add value to your business.

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To have us build your customized "Growth Potential" report today ‐ please share with us some basic info.

Double-check this. We'll use it to email your report to you.
$
%
The first year end renewal commission percentage

tasks-light Created with Sketch. Feature List

We've loaded up ProDash with all the best time and money‐yielding features to help you run your practice smoothly and profitably.

Aggregation

  • Carriers
  • Clients
  • Policies

Analytics

  • Client Average Age
  • Client Gender Distribution
  • Policy Longevity

Client Servicing

  • Advanced Policy Rate Action Notifications
  • Automatic Client Communication Templates
  • Integrated Policy Quoting Engine