Centralize, Search, and Compare - All in One Place

ProNavigator for Brokerages/Agencies

Provide your team with all your carrier information, always up-to-date and maintained by ProNavigator.

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Intelligence

Your Carrier Content, Centralized

Say goodbye to carrier portals and hello to a single source of truth. Access all the information your team needs across carriers, lines of business, and internal documentation. This includes manuals, wordings, forms, bulletins, endorsements, and more.

Consistency in marketing a risk

Ensure your staff has a complete view of all your markets to offer the most comprehensive proposals.

Optimize risk placement

Place risks with your most valued carriers and ensure you always have your preferred carrier's risk appetite at your fingertips to avoid missing any opportunities.

Comparisons

Access side-by-side comparisons on appetite, decline rules, binding guidelines, billing resources and contact info. Customize these comparisons to meet your team's unique needs.

Enterprise-grade platform

Backed by SOC 2-certification. Documents are versioned and up-to-date, ensuring trust and accuracy.

Support at every step

ProNavigator offers comprehensive assistance from initial implementation to ongoing support, ensuring your team has the resources they need.

Easy knowledge discovery

Our AI-powered search, trained on the language of insurance, allows you to find what you're looking for in your own words.

ProNavigator is trusted by Brokerages/Agencies of all sizes

NFPOTIPStoneRidgeAceraCornerstoneExcaliburHuestis Insurance GroupPaisleyCookeHarvard WesternDraydenI sure

See how WFG saved 10,000+ hours partnering with ProNavigator

Western Financial Group
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ProNavigator outshines the competition

Without ProNavigator
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Search: Limited - Basic title-focused search
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Supported File Types: Limited File Type Support
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Versioning: Not Supported
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Personalization: Not Supported. Comparisons and cheat sheets are curated manually
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Referenceability: Manual content creation and processes, the potential for error
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Admin/Manager Functionality: Not Supported
With ProNavigator
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Search: Comprehensive context-driven search across all resources
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Supported File Types: PDF, Word, Excel, PPT, External links, Multimedia audio and video
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Versioning: Reference earlier versions for renewals or claims. Version-Alerting
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Personalization: Easily bookmark favourite resources, create personalized notes, organize and compare
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Referenceability: Instant document processing, direct sourcing, and referenceability
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Admin/Manager Functionality: Save, share and add notes on documents/ key clauses. Collaborate and communicate with staff
Book a call to learn how you can use ProNavigator to power your Brokerage / Agency.
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