Flagship Product
Ultimate Agent
An agent platform that centralizes contracting requests and tracking today, with CRM and compliance modules ready as you scale.
Platform pillars
Contracting Request & Tracking Hub
- Agents request contracts in minutes
- FMO back office tracks statuses in one place
- Carrier portal links + notes—no guesswork
Scalable platform architecture
- Modular design for easy feature additions
- API-first approach for seamless integrations
- Performance that grows with your business
Data you can act on
- Cycle times and bottlenecks by carrier
- Onboarding and appointment KPIs
- Agent utilization metrics
Agent-first UX
Minimal clicks, maximum throughput.
Secure by default
RBAC, audit logs, encrypted storage.
Rapid deployment
Spin up pilots without heavy IT lift.