Our Products
Two products. One mission.
Shield for the essentials. Fortress for the enterprise. Both built on real industry research — the lawsuits, enforcement actions, and newsletters that define what compliance actually costs.
Shield — Feature Explorer
Producer License Tracking
The problem — from real industry data
A 20-agent agency in 10 states has 200 license-state combinations to track. 13% of E&O claims stem from failure to provide insurance — often because a producer's license lapsed unnoticed.
Our solution
Track every producer's license status, expiration, and state appointments in one dashboard. Alerted 60 days before any license expires.
Grounded in research
Why we built this — the numbers
Every feature traces back to a real enforcement action, lawsuit pattern, or regulatory change. Here's the evidence.
Florida OIR fined 8 insurers after market conduct exams found 60-80% error rates in claims handling (2025)
FL OIR
stem from failure to provide insurance — often a lapsed license or missed coverage requirement
NAPA Benefits
A 20-agent agency in 10 states has 200 license-state combinations to track — manually, that's impossible
Industry data
NAIC Model #668 data security penalties — up to $10K per violation, $50K max for cease & desist violations
NAIC
considered AI in insurance legislation in 2025 — the regulatory landscape is shifting fast
LexisNexis
Insurance compliance software market projected to grow from $2.8B to $6.5B — the problem is real and growing
MarketIntel
Getting started
From scattered to systematic in days
Not months. The platform meets you where your compliance process is today and makes it better immediately.
Centralize
Upload your documents, add your producers, and load the regulations that apply to you. Everything lives in one secure, organized platform.
Automate
The platform monitors deadlines, sends daily alerts, tracks license expirations, and drafts reports automatically. Compliance runs in the background.
Stay Ahead
Check your dashboard, respond to regulatory updates, and submit filings — all before regulators come asking. You're always audit-ready.
Who it's for
Built for the people who carry the cost
Agency owners and compliance officers — the ones whose name is on the line when a regulator calls.
Independent Agencies & Brokerages
The 39,000+ independent agencies who carry the same regulatory burden as the big carriers, with a fraction of the staff.
- Replace spreadsheets with a real system
- Pass market conduct exams without scrambling
- Never miss a license renewal or CE deadline
Compliance Officers & Managers
The people responsible for keeping the agency licensed, filed, and audit-ready — stretched thin and one missed deadline from a problem.
- See every deadline in one place
- Automate the alerts you used to chase manually
- Generate reports without starting from scratch
Agency Principals & Owners
The business owners who carry the personal and financial risk of compliance failures — license revocation, fines, and lawsuits land on you.
- Sleep knowing your deadlines are monitored
- Reduce E&O exposure with documented compliance
- Scale without hiring a full compliance department
See it in action
Explore the live dashboard, producer tracking, regulatory feed, and AI document review — then imagine your agency running this smoothly.