For Agents & Partners

Powered by MedaBase

The all-in-one operating system for modern insurance agencies. Manage credentials, automate follow-ups, and sync your book of business.

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Credential Vault

Securely manage and share carrier logins with your team. Audit logs ensure compliance and security.

Smart Automations

Automated email journeys, renewal reminders, and lead nurturing that works while you sleep.

Book Sync

Real-time synchronization with your book of business. Never lose track of a client again.