PolicyIQ | One
POSP Management for insurance brokerages
As a brokerage's POSP network grows, keeping track of onboarding status, documentation and activity across individual point-of-sales persons becomes harder to manage by spreadsheet. POSP Management is one of the six core capabilities inside PolicyIQ | One, alongside Sales CRM, Policy Management, Renewal Management, Claims Servicing and Finance Controls.
Without a dedicated system, a growing POSP network tends to fragment: onboarding paperwork lives in one place, activity tracking in another, and performance conversations happen from memory rather than data. POSP Management brings these together so a brokerage's compliance, operations and management functions are all looking at the same record.
What challenges does POSP Management address?
Brokerages managing a growing POSP network run into the same handful of problems as they scale:
- Manual, paper-based POSP onboarding that takes days to complete
- Inconsistent verification of POSP documents across branches
- No single view of which POSPs are active, inactive or underperforming
- Difficulty assigning POSPs to the right teams and reporting lines as the network grows
How does POSP Management fit into PolicyIQ | One?
PolicyIQ | One is built with role-based access and team structures, so as a brokerage or POSP network grows, POSPs can be organised into teams and branches while brokerage leadership keeps a centralised view of policies, renewals and performance across the whole network.
Every POSP's customer and policy records stay in the same connected workspace used for sales, renewals and claims, so brokerage leadership never has to reconcile separate systems.
What does POSP Management include?
- A guided onboarding workflow for new POSPs
- Document collection and verification tracking
- Team and branch structures with role-based access
- Activity and performance visibility for every POSP
What outcomes does POSP Management support?
- Faster, more consistent POSP onboarding
- A clearer compliance trail for onboarding documentation
- Leadership visibility across the whole POSP network, not just individual branches
Related PolicyIQ | One capabilities
- Sales CRM — capture leads and close business through the same POSP network
- Finance Controls — manage POSP commissions and payouts with full visibility
- Back to the PolicyIQ | One overview
Frequently asked questions
Frequently asked questions
POSP Management gives a brokerage a guided onboarding workflow with document collection and tracking, rather than a manual, paper-based process repeated differently across branches.
Yes. POSP Management gives brokerage leadership visibility into POSP activity and performance across the whole network, not just at the individual branch level.
See POSP Management in PolicyIQ | One
Book a demo to see how a brokerage's POSP network looks in one connected workspace.