Portra for Retail Brokers
The answer your client wanted yesterday.
Portra gives retail brokers a submission experience embedded directly in your website or workflow, so you move at the speed a deal actually demands. Less time chasing paper. More time closing business.
The difference
Placing business today means fragmented portals, email chains, and PDFs. And, a client left waiting. Portra replaces all of it with one structured flow, embedded where you work. Less chasing paper. More closing deals.
Workflow
From submission to bound policy without the back-and-forth.
Submit through your portal
A structured intake form on your domain. No redirects, no third-party branding, no PDF attachments.
Rules decide
Underwriting rules evaluate the submission and return a quote, referral, or decline - automatically, with the reasoning visible.
Bind and issue
Accepted submissions move to bind. Documents, invoice, and confirmation all go out under your name.
Capabilities
A platform that works the way placements should.
Branded submission portal
Submissions go through your domain and your forms. The platform carries your name throughout - intake, quoting, binding, and document issuance.
Real-time submission status
Every submission has a visible status - quoted, referred, bound, declined. No status emails, no chasing underwriters to find out where things stand.
Documents issued in your name
Policy documents, confirmations, and invoices all carry your branding. Professional from first quote through to bound policy.
Renewals handled in workflow
Renewal notices, pre-filled submissions, and prior-year comparison - built into the platform, not a manual process at year-end.
