Solutions

Insurance Broker Portal

Ontech's broker portal gives intermediaries everything they need to trade digitally: rated quotes across products, one-click placement, policy servicing and endorsements, and transparent commission statements that reconcile automatically.

Definition. A broker portal is a self-service workspace where intermediaries quote, place and service policies with an insurer, and track the commissions they earn — without phone calls or paperwork.

What brokers can do in the portal

  • Generate rated quotes across products
  • Place and issue policies directly
  • Service policies, endorsements and renewals
  • View clients and their cover in one place
  • Track commissions with automated statements

Why a dedicated portal matters

Brokers place business where it is easiest to transact. A self-service portal removes the back-and-forth of manual quoting and placement, shortens the sales cycle, and makes commission reconciliation transparent — which builds the intermediary relationship.

Business benefits

  • Faster quoting and placement for intermediaries
  • Transparent, automated commission reconciliation
  • Stronger broker relationships and more placed business

Frequently asked questions

What is an insurance broker portal?
A self-service workspace where brokers quote, place and service policies with an insurer and track their commissions, without manual back-and-forth.

Related

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Last reviewed: 2026-07-29