One platform, three portals.
Most MGA systems stop at the back office. Soldek ships with three connected portals out of the box: an underwriting workspace for your team, a branded broker portal for your distribution network, and client portals for end insureds — all working from the same live book.
Policy POL-2049 · schedule & invoice
Documents · Claims · Payments
One live book · three portals · your brand
Broker & client portals
Broker portal software that also serves your end clients
A broker portal on its own is table stakes: brokers log in, submit risks and track their portfolio instead of emailing spreadsheets. What makes Soldek different is that the broker portal is one of three portals on the same platform. Your underwriting team works in its own workspace, brokers submit and follow their book through their own branded portal, and end clients can be given their own portal for policies, documents and claims.
All three run on the same live data. When a broker submits an application, it appears instantly in your underwriting queue with every answer captured as structured data. When you bind, the broker sees the policy and documents in their portfolio — and the client can see them too. No rekeying between systems, no PDF attachments floating around, no version confusion.
Because Soldek is white-label and multi-tenant, every portal carries your branding — your logo, your colours, your domain. Brokers and clients see your insurance brand; Soldek runs quietly underneath.
- Serve underwriters, brokers and end clients from one platform
- Replace email-and-attachment distribution with structured flows
- Every portal white-labelled in your brand and domain
- Broker-visible products controlled per product via configuration
Three portals
Every persona gets
their own front door.
01 Underwriting · 02 Brokers · 03 Clients
01 — Your team
Underwriting workspace
app.yourmga.com/uw
Submissions queue, rating, referrals, binding, endorsements, renewals, bordereaux and reporting — with role-based permissions and a full audit trail.
02 — Your brokers
Broker portal
portal.yourmga.com
Brokers submit applications, receive quotes, track their portfolio and download documents — in your branding, connected live to your underwriting queue.
03 — End insureds
Client portal
clients.yourmga.com
End clients view their policies, schedules and invoices and file claims online. The same engine powers direct, client-facing application flows.
One connected flow
Broker & client portals — capabilities
Portals with a platform
behind them.
01
Underwriting workspace
Your team's command centre: submissions queue, rating, referrals, binding, endorsements, renewals and reporting — with role-based permissions and a full audit trail.
02
Branded broker portal
Brokers log in to their own portal to submit applications, receive quotes, track their portfolio and download policy documents — under your brand, not ours.
03
End-client portals
Give end insureds their own login for policies, schedules, invoices and claims. Or run direct distribution with client-facing application flows — the same engine powers both.
04
Structured online submissions
Application forms come straight from your product definitions. Every answer is captured as structured data, so quoting, documents and reporting need no rekeying.
05
Claims through the portal
Brokers and clients file claims online against the right policy. Claims land in your workspace linked to the full policy history, and statuses flow back automatically.
06
One live book behind it all
Every portal reads and writes the same tenant-isolated database. Quotes, policies, invoices and bordereaux always agree, because there is only one source of truth.
FAQ
Broker & client portals,
answered.
What is broker portal software?
Broker portal software gives an MGA's distribution network a secure online environment to submit applications, receive quotes, track their portfolio and download policy documents — replacing email chains and spreadsheet attachments. In Soldek the broker portal is fully branded to the MGA and connected live to the underwriting workspace, so submissions arrive as structured data ready to rate.
Does Soldek also provide a portal for end clients?
Yes, and that is unusual for MGA software. Alongside the underwriting workspace and broker portal, Soldek supports client-facing portals where end insureds can view policies, documents and invoices and file claims. The same engine also powers direct distribution flows, so you can serve broker and direct channels from one platform.
Can we control which products brokers can see and sell?
Yes. Product visibility is configuration, not code: each product can be marked broker-visible or kept internal, so you decide exactly what your distribution network can quote. New products go live in the broker portal the moment you publish them — no development work required.
Is the broker portal white-labelled to our brand?
Fully. Each MGA runs in its own tenant with its own logo, colours and domain. Brokers and end clients see your insurance brand throughout — the portal, documents and emails all carry your identity.
How do broker submissions reach our underwriting team?
Instantly. A broker submission appears in your underwriting queue in real time, with every application answer captured as structured data. Your rating engine prices it automatically, underwriting rules flag referrals, and your team quotes, refers or binds from the same screen — with the broker notified through their portal at every step.
Related solutions
See all three portals
on your own book.
A 30-minute walkthrough of the underwriting workspace, the broker portal and the client portal — on your products, your binders and your numbers.