Broker Agency and Agents

How We Help Brokers & Agents Work Smarter

Give Your Distribution Partners the Tools to Win

eGravity empowers brokers and agents with the self-service tools they need to manage policyholder relationships, submit applications, track progress, and collaborate with underwriting — all in one unified system. No more endless emails, phone tag, or lack of visibility. Your distribution partners stay looped in, engaged, and better equipped to serve clients quickly and accurately.

By bringing agents into the system — not keeping them at arm’s length — you reduce delays, improve submissions, and build stronger relationships across your broker network.

How We Help Brokers & Agents Work Smarter
  • Agency & Agent Dashboards
    Real-time views into policies, submissions, quotes, and renewals.
  • Secure Messaging with Underwriting
    Communicate directly with underwriters for faster turnaround.
  • Account Reassignment & Control
    Easily reassign clients, manage agent access, and maintain account integrity.
  • Custom Commission Structures
    Configure and track commission payouts at the agency, agent, or policy level.
Dedicated Dashboards

Agency-level and individual agent dashboards provide real-time access to submissions, quotes, active policies, and renewals.

Collaborative Underwriting

Agents can send messages, upload documents, and respond to underwriting questions within the platform — keeping everything in sync.

Policyholder Account Management

Agents can view and manage their assigned clients, request changes, and assist with renewals directly through the portal.

Performance & Commission Tracking

Agencies can track their book of business, commissions, and loss ratio performance — supporting transparency and goal alignment.

Frequently Asked Questions

Yes. Brokers can submit applications, monitor quote status, upload documents, and receive updates — all from their dashboard.

Agents can send secure messages, respond to questions, and upload supporting documents — reducing back-and-forth and speeding up decisions.

Absolutely. Admins can reassign clients, restrict access to specific books of business, and control who sees what — all from the portal.

eGravity supports flexible commission rules based on agent, policy, or product — with real-time tracking and reporting built in.

Yes. Agents can assist with renewals, request mid-term changes, and guide insureds through the portal — keeping service personal but efficient.

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