Cogitate Distribution Management for Insurance

Configurable solutions that improve efficiency, reduce costs, and increase revenue

Modernizing your distribution strategy can transform your business. Cogitate Distribution Management platform enables carriers, wholesalers and MGAs to rapidly expand their distribution network and manage existing channels more effectively. It facilitates end-to-end digitalization of distribution, allowing insurance companies to add new agents online and move into new territories quickly.

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.

Enhanced User Experience

Empowering your agents and brokers with superior technology allows them to deliver a modern and delightful customer experience in sales and service.

Agency Self-service

Enabling self-service for your agents ensures that your team has more bandwidth to focus on other, more critical aspects of business.

Greater Reach and Speed

Modern distribution technology provides a wider distribution network and faster speed to market through an effective multi-channel approach.

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.


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