Powerful, Modern, Scalable
Insurance Distribution Management Platform
Your distribution strategy is key to growing your business. Providing a single, scalable platform delivering speed, improved information management and modern technology to your agents and brokers is vital for both business growth and improving operating efficiencies. Digitalizing distribution channels ensures a more rapid expansion of your distribution network, greater speed to market and an efficient multi-channel strategy. Cogitate Distribution Management platform comprises three different modules – Digital Agency Appointment for growing an agent network, Producer Portal for agent self-service and Sales Performance solution for monitoring the sales performance of corporate and agency networks.
Producer Portal
Cogitate Producer Portal enables insurance carriers, MGAs and wholesale brokers to deliver self-service to their independent or captive agents. Producer Portal provides on-demand access to relevant information like policy documents, commission statements and much more. This tool is very useful to MGAs, wholesale brokers and carriers in reducing incoming service requests and providing the convenience of self-service to agent partners.


Sales Performance Management
Cogitate Sales Performance Management is a powerful business reporting solution. It enables carriers, wholesalers and MGAs to monitor corporate sales performance and provides them with on-demand access to crucial information through portals and mobile apps. It helps sales executives to efficiently oversee their agent network to drive growth and sales.
- Year-over-year performance comparison by territories, lines of business, and more
- Comprehensive agency performance reports with an Agency Scorecard
- Important financial reports like revenue, quote-to-bind and more
Digital Agency Appointment
Cogitate Digital Agency Appointment enables MGAs and carriers to digitally add new agents to significantly reduce appointment time. It helps insurance companies to quickly bring new agencies on board so they can start generating business. Agency Appointment resides on the MGA’s or carrier’s website, where agencies can fill in a simple online application. After verifying the application, the agency can be onboarded within 24-48 hours and can start producing business.


Interested in learning more about our Cogitate Distribution Management?