Scale
110,000+
Producers support across the network
Insurance Producer Contracting
Simplifying the Producer
Contracting and Onboarding
Process Across Multiple
CarriersSimplifying the Producer
Contracting and Onboarding
Process Across Multiple
Carriers
Overview
A leading US insurance marketing organization partnered with 2Base to replace its manual, email-and-PDF process with a digital Insurance Producer Contracting platform.
The platform automates key steps, simplifies producer onboarding, and improves visibility across hundreds of thousands of contracting requests and multiple integrated carriers.
- Client type
- US IMO and agency network
- Solution
- Contracting execution platform
PROJECT SCALE
Requests volume
370,000+
Contracting requests processed
Active Contracting Workflow
New contractingContract changeBanking information
THE CHALLENGE
Managing contracts across multiple carriers had become difficult and time consuming
The organization worked with multiple carrier partners, each with its own forms, credential requirements, and review process. Producers had to complete separate forms for every carrier and submit them by email.
Documents such as state licenses, E&O coverage, AML training certificates, banking details, and compliance questionnaires were checked manually. Approvals moved through forwarded email threads, with limited visibility once a request reached the carrier. As the network grew, tracking applications, requirements, follow-ups, and contracting outcomes became difficult.
PAIN POINTS
Producers had to complete a separate set of forms and documents for each carrier.
The team collected and verified every producer's details manually.
Approvals moved from the agency admin to the corporate team and then to the carrier, without one shared queue.
Carrier packages were prepared by hand, increasing the chance of missing or incorrect information.
Once a request was sent to a carrier, the team had limited visibility into its status and no clear audit trail.
Contracting results had to be entered manually into the producer and compensation system.
Every new producer or carrier added more manual work for the team.
THE SOLUTION
A platform built specifically to manage producer contracting, not another system of record
We built the platform to manage the complete contracting process while working alongside the organization's existing systems. Producer information, licensing details, and hierarchy records remain in their current systems, while users continue to sign in and access the platform through the existing portal.
The platform brings onboarding, contracting requests, approvals, document generation, carrier submissions, and status updates into one connected workflow.
The Platform Owns
Contracting onboardingRequest lifecycleApproval workflowPackage generationCarrier transmissionAudit trail
The Platform Consumes
Producer master dataLicensingHierarchy & compensationSingle sign-onPortal navigation
WHAT WE BUILT
One connected workflow, six core features
WHO USES IT
Four roles, each with their own view of the same request
Producer
Completes onboarding, submits requests, tracks status.
Agency admin
Reviews and approves requests, manages agency producers.
Corporate
Approves or rejects, manages members and organization settings.
Super admin
Carrier catalogue, integration configuration, templates, support tools.
PROCESS VISUAL
From scattered manual steps to one connected workflow
DATA & DOCUMENT VALIDATION
Automated producer verification, before anything reaches a carrier
Before generating a contract package, the platform checks carrier requirements and verifies license and appointment details through NIPR, helping identify missing information and outdated details before submission.
- NIPR ValidationLicence and appointment details validated against the national producer registry before submission.
- Licensing & AppointmentsState licences and appointment status, carried from the client's producer system of record.
- Compliance CredentialsE&O cover, AML training, and the carrier's compliance questionnaire.
- Banking DetailsPayout account information captured and updated through its own tracked request type.
- Carrier Business RulesPer-carrier rules applied at request level before the payload is built.
RESULTS & IMPACT
Contracting moved off email. Validation, package generation, approvals, and carrier submission now run as one tracked workflow, used by thousands of producers every month.
FASTER MORE EFFICIENT CONTRACTING
- Full audit visibility on every request
- One workflow across carrier partners
- New carriers added by configuration
- Validation before carrier submission
- No manual re-entry into producer records
02hrs
Onboarding & Approvals
1week
1000+
Daily Process Contracts
50contracts/day
02 staff
Ops Team Effort
25+staff
01day
Multi-Carrier Updates
15days
Outcome
The platform moved producer contracting from a largely manual, email-based process to a connected digital workflow. Onboarding and approvals that took a week now take hours, the team processes far more contracts a day with a fraction of the staff, and updates across carriers that once took over two weeks are handled the same day.
CARRIER INTEGRATION
Connecting contracting across multiple carrier partnersConnecting contracting
across multiple carrier
partners
Each carrier has its own requirements, document formats, business rules, and submission methods. To manage these differences, the platform allows administrators to configure each carrier within the same workflow.
This makes it easier to add new life and annuity carrier partners or update existing requirements without making code changes or waiting for a new software release.
Contracting still moving through inboxes and PDF packages?
We can help you assess your current workflow. Identify the gaps and opportunities. Plan a roadmap with solutions customized specifically for your operating model without interruptions to your current process.
Connect With Our Experts
FAQ
Here are some of the questions we're frequently asked about producer contracting
Still have concerns?
We'll be happy to help.
Yes. The platform was designed to support multiple carrier partners, each with its own contracting requirements, validation rules, and integration methods. It provides a single workflow while accommodating carrier-specific processes.
Yes. The solution was built to integrate with existing insurance systems and carrier platforms using APIs and other supported integration methods. This allows organizations to modernize their contracting process without replacing every existing system.
Yes. The platform supports dynamic forms, configurable workflows, and carrier-specific validation rules, allowing each carrier's onboarding requirements to be managed within a single system.
By automating producer information validation, document verification, request creation, and status updates, the platform removes many of the repetitive manual tasks involved in producer contracting while improving visibility throughout the process.
Yes. The solution was designed to support organizations working with multiple carrier partners and large producer networks, making it easier to scale operations without increasing manual administrative effort.
Yes. The platform provides real-time status updates throughout the contracting lifecycle, giving producers and internal teams greater visibility into every stage of the onboarding process.
Yes. Every insurance organization operates differently. We build insurance software development services that align with your business processes, carrier ecosystem, compliance requirements, and long-term operational goals.
We build insurance software development services for insurance carriers, agencies, MGAs, IMOs, insurance distribution networks, and other insurance businesses looking to modernize operations, automate workflows, and improve operational efficiency.
CONTACT US
Adding a carrier still means adding manual work?Let's Talk.
Talk to our team about your contracting workflows, carrier integrations, and operational challenges.