Digital Distribution & Agency Management
Empower Every Channel. Accelerate Your Growth.
Your sales and distribution channels are your engine for growth, but are they running on a modern platform? We provide a single, unified ecosystem to empower your agents, brokers, and direct channels with the intelligent tools they need to sell faster, smarter, and more efficiently.
Integrated Distribution Ecosystem
One Platform. Multiple Channels. Infinite Possibilities.
Input Channels
Beakwise
Distribution Hub
AI-Powered Platform
Business Impact
More Than a CRM. A Smart Sales Enablement Hub.
Our platform is a fully integrated sales, compliance, and enablement engine, with AI as a co-pilot for every step of the journey.
The Foundational Toolkit for Every Agent
We provide all the table-stakes features your team expects, seamlessly integrated and mobile-first.
- 360° Customer View (CRM)
- Opportunity & Pipeline Management
- Task & Activity Tracking
- Mobile-First Experience
- Real-Time Core System Integration
Foundational Toolkit
Essential Sales Tools
Purpose-Built for the Complexity of Insurance
We go beyond generic sales tools with specialized features designed for the unique needs of insurance distribution.
- Dynamic Quote-to-Bind Workflows
- Intelligent Renewal & Retention Tools
- Real-Time Commission & Incentive Tracking
- Embedded Multi-Channel Collaboration
Insurance-Specific Tools
Purpose-Built Features
The AI Co-Pilot for Supercharged Performance
This is where the magic happens. We embed AI into every workflow to help your team prioritize, personalize, and retain customers at scale.
- AI-Powered Lead Scoring & Prioritization
- Next-Best-Offer Recommendations
- AI Assistants for Meeting Prep & Follow-up
- Predictive Churn Prevention
AI Co-Pilot
Intelligent Sales Assistant
The Integrated Platforms Behind Your Success
Our sales and distribution solutions are powered by two deeply integrated micro-apps from the Beaksurance Suite.
The Sales Quota & Territory Mgmt. (SQTM) Platform
The single, unified portal for your entire sales ecosystem. It provides the tools for quoting, commission tracking, territory management, and real-time performance analytics.
The Customer Data Platform (CDP)
The intelligence hub that powers it all. The CDP creates a 360-degree view of every customer, feeding your sales team the insights they need to personalize offers and identify cross-sell opportunities.
Explore Our Full Product Ecosystem
Discover how our integrated solutions work together to transform your operations.
All Products
Browse our complete catalog of solutions and platforms.
The Beaksurance® Suite
Our flagship intelligent insurance ecosystem.
The Core Engine (INSIS)
The foundation of modern insurance operations.
Advanced Data & AI Platforms
Enterprise extensions for analytics and governance.
Digital Experience Channels
White-label portals and mobile apps for customers and partners.
Ready to Transform Your Distribution Network?
See how leading insurers are revolutionizing agent management and accelerating growth with our AI-powered platform.