Partner Portal

Skip data entry, directly create new submissions

Build better business relationships with a modern portal that surfaces key data to brokers, agents, and reinsurance and capital partners.

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Direct submissions

Provide a portal for brokers and agents to directly create new submissions, eliminating the need to manually enter data provided by email. By skipping the data entry phase, you can ensure that potential deals get into your underwriting process even faster, and know that the data you need both for underwriters and AI flows will be present.

“Federato has been huge for us - not only does the platform help us deliver the speed, intelligence, and efficiency our clients demand, the team has worked with us to avoid millions in startup costs and increase our capacity by more than 3x as we grow our business.”

Partner dashboards

Build stronger relationships and minimize ad-hoc requests by providing agency partners their own dashboard in Federato where they can see the status of their submissions, relevant policy documentation, and analytics on your business together. Built-in granular access controls ensure that you’re only sharing the right things, with the right people.

Audit dashboards

Demonstrate your underwriting discipline with data and automate compliance overhead by providing reinsurance and capital partners with their own dashboard that shows exactly how closely you are adhering to your strategy and constraints.

“To have our files basically be an open book to our carrier partners in real time, that helps us broaden our capacity and earn trust by showing that not only are we making good underwriting decisions, but we have prudent portfolio management as well.”

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