Every feature, at a glance

Everything in this list is in this app, or in the free foundation that installs with it.

Link

Two companies, one group — A brokerage company and a carrier company, one record per pair.
Named both ways — The carrier as the brokerage knows it, and the brokerage as the carrier knows it.
Across the link — Contracts on the carrier, in the brokerage book, not yet in the book, and remittances.
One currency — A remittance is refused when the two companies keep their books in different currencies.

Mirrored nightly — In-force contracts placed with the group carrier go into the brokerage book every night.
Or on a button — Place contracts in the book from the link whenever you need to.
Never twice — A contract that already has a placement is not placed again.
Own group or third party — Every placement says where it sits, decided from the carrier it names.

Expected from your agreement — Priced by the brokerage's own commission agreement, not the carrier's rate.
Intra-group flag — Commission owed inside the group is flagged on the ledger for group reports.

From the carrier's transactions — No export and no import between the two companies.
Previewed first — Rows and commission are shown before the statement is written.
Missing contracts first — Optionally places contracts not yet in the book before raising it.

Quote the group carrier — Price a risk against the carrier's own products from inside the brokerage.
Inside the database — The carrier's rating service is called directly: no HTTP round trip, no secret on a wire.
Logged like any broker — Every call is attributed to a carrier-side key and logged as an API call.
Referrals kept — A product that must be priced by a person comes back referred, not failed.
The enquiry stays with the carrier — The submission and quote are created on the carrier's book; the brokerage book is untouched.