Get contracted, certified, and selling — faster.
Producer FastPass turns the scattered, frustrating process of getting appointed into one guided, trackable experience. Whether you’re an independent agent building your own book or an agency onboarding a downline, it gets producers to “ready to sell” in days, not weeks.
Onboarding is where agents get lost
Getting appointed means clearing 100+ carriers — each with its own portal, invite, writing number, certification, and deadline. It’s easy to get stuck, lose track of where you are, and miss a window. Producer FastPass fixes that.
Everything you need to get appointed — and stay ready
One guided workspace replaces a dozen carrier portals, spreadsheets, and sticky notes.
Guided carrier contracting
A searchable directory of 100+ carriers, each broken into ordered steps with a deadline clock — plus an “already appointed” shortcut and automatic writing-number capture.
You always know the next step and the days left on it.
Command-center dashboard
Your home screen leads with the single most important next action, an enrollment countdown, and live status numbers.
Never wonder what to do next.
Onboarding runway
A guided checklist of every prerequisite — license, E&O, AHIP, FFM, AML, state lines — tailored to what you sell.
Nothing falls through the cracks before you can sell.
Certifications
Every carrier you work, with completion dates and writing numbers, and an automatic June 15 reset for the new plan year.
Always know what you’re cleared to sell.
Enrollment countdowns
Live countdowns to AEP, OEP, and ACA Open Enrollment, with the number of carriers you’re not yet certified for.
Walk into every season already prepared.
Ongoing compliance
Renewal clocks for E&O, AHIP, AML, and CE that turn green, yellow, or red — and feed your reminders.
A lapse never quietly knocks you offline.
Notifications & reminders
Branded email reminders, smartly timed and capped to one daily digest, so expiring items chase you instead.
Deadlines remember themselves.
Ask FastPass — AI assistant
Ask a plain question and get an instant, sourced answer drawn from the carrier guides and your own status.
Help the moment you’re stuck — any time of day.
Document vault
Store licenses, E&O, AHIP, and carrier paperwork securely, with writing numbers tracked per carrier.
Every credential in one place you can pull up in seconds.
See Producer FastPass in action
A look at the agent and agency experience. Sample data shown.
The agent dashboard
Your next action, an enrollment countdown, live status numbers, and reminders.
The agency dashboard
A live snapshot of the whole team plus a recruiting funnel.
Downline roster
Every agent’s activity, onboarding progress, contracts, and certifications.
Carrier intelligence
Turnaround, coverage, and pipeline analytics across the agency.
How it works
Three steps from signing in to writing business.
Create your account
Secure login with two-factor protection, set up in minutes.
Pick what you sell
Choose your product lines and clear the prerequisites for each.
Follow the guide
Work each carrier step by step to Ready to Sell — then run your book.
Ready to get your appointments moving?
Two ways to start — pick the one that fits you.
Start contracting today
Get the guided carrier hub, your personal dashboard, deadline reminders, and the Ask FastPass assistant from day one.
See it on your downline
Walk through the agency dashboard, recruiting funnel, downline oversight, and white-label branding in your colors.
Book a demo