Support renewal strategy and market positioning with structured historical data.
Wholesale Insurance Management, Engineered for Control
Jetfile is a structured, unified insurance agency management system built for wholesale brokerage operations. Production, accounting, claims, compliance, and oversight work together in one connected system across the wholesale policy lifecycle to unify data and simplify work.
Production Module
From Submission Through Renewal - Managed in One System
Jetfile’s Production module governs the wholesale policy lifecycle within a structured, connected wholesale insurance workflow purpose-built for broker management. Submissions, market distribution, quoting, binding, endorsements, invoicing, and renewals remain tied to a single production record.
Inquiry
Search and review submissions, quotes, policies, and endorsements from one location.
Filter by line of business, carrier, broker, or status.
Maintain historical visibility across policy activity.
Market Distribution & Quoting
Identify markets and distribute submissions using structured communications.
Track carrier responses and generate quotes directly within the policy record.
Import and manage carrier quote documentation inside Jetfile.
Binding & Policy Issuance
Convert approved quotes into binders and policy records
Generate required documentation from the production file.
Support multi-state placements within the workflow.
Endorsements
Initiate and process mid-term policy changes within the original production record.
Generate updated documentation while preserving prior term history.
Track premium adjustments and maintain audit visibility across the policy lifecycle.
Invoicing & Accounting
Generate invoices directly from production transactions.
Record receipts, apply payments, manage disbursements, and post to the General Ledger.
Generate agent statements and aging reports tied to live production data.
Maintain
Configure carriers, brokers, producers, and internal relationships.
Manage quote templates, commissions, and industry coding standards.
Control workflow logic, suspenses, and structured communications.
Workflow Oversight & Suspense Management
Generate task reminders based on configurable production and operational criteria.
Track open items across submissions, policies, transactions, claims, and compliance activity.
Log activity automatically across the full policy and operational lifecycle.
Configure custom suspenses and workflow triggers aligned to internal SOPs, with optional conditional logic and platform-wide availability.
Renewals
Automatically generate renewal records from existing policy data.
Produce renewal documentation and manage status within a centralized renewal view.
Filter renewal pipelines by agent, broker, line of business, cost center, or date range.
Identify proactive cross-sell, upsell, and program expansion opportunities using integrated analytics across production and claims history.
Financial Module
Trust-Controlled Wholesale Accounting
Jetfile’s Financial module provides the fiduciary backbone for wholesale brokerage operations. Every receivable, payable, disbursement, and ledger entry remains directly connected to policy activity, supporting trust accounting, surplus lines compliance, and multi-bank control within a unified insurance accounting system built for wholesale brokerage.
Accounts Receivable & Accounts Payable
Track open receivables, payables, commissions, and surplus lines obligations in real time.
Apply cash receipts and disbursements directly against policy-driven transactions.
Monitor aging, balances, and broker-level financial exposure across the organization.
General Ledger (G/L)
Automatically reflect wholesale activity across income, expense, asset, and liability accounts.
View role-based financial inquiries with before-and-after balance visibility.
Generate real-time financial statements tied directly to brokerage performance.
Execute controlled month-end and year-end closes with preserved historical close records.
Banking & Trust Management
Maintain structured separation between trust and operating accounts.
Manage real-time balances across multiple bank accounts.
Perform full bank and credit card reconciliation with audit-ready history.
Support Positive Pay and bank-level fraud controls where required.
Financial Controls & Close
Lock accounting periods to protect reporting integrity and fiduciary compliance.
Prevent post-close transaction drift across trust and operating accounts.
Maintain historical financial records aligned for CPA review and regulatory reporting.
Audit & Surplus Lines Alignment
Tie every receivable and disbursement back to policy-level activity.
Maintain jurisdiction-level surplus lines tracking and remittance alignment.
Preserve role-based financial visibility to support internal controls and audit review.
Strengthen Fiduciary Control | Protect Trust Integrity | Defend Audit Readiness
Claims Module
Loss Intelligence Embedded in the Wholesale Workflow
Jetfile’s Claims module centralizes loss recording within the wholesale workflow, functioning as a claims tracking and visibility system directly tied to policy records.
Every logged loss remains connected to its originating policy, supporting underwriting insight, renewal preparation, and audit readiness.
Claims Recording & Tracking
Log claim details including date, type, status, reserve, and associated policy.
Maintain a structured timeline of claim activity within the policy lifecycle.
Preserve carrier, line of business, and insured-level claim visibility.
Portfolio-Level Visibility
Analyze claims activity across carriers, programs, lines of business, or regions.
Identify concentration trends, recurring loss types, or broker-specific exposure patterns.
Renewal & Underwriting Support
Surface claim history directly within renewal workflows.
Leverage structured claim history alongside production data to identify proactive cross-sell, upsell, and program expansion opportunities.
Provide consolidated loss visibility to support remarketing and carrier discussions.
Maintain permanent linkage between claims and policy records for reporting accuracy.
Search & Historical Archive
Retrieve claims by insured, carrier, date range, or classification.
Preserve long-term historical records for audit, reinsurance, or regulatory review.
Maintain policy-connected claim records without duplicative data entry.
Admin Module
Brokerage Governance and System Control Without IT Dependency
Jetfile’s Admin module gives wholesale brokerage leadership structured control over system behavior, compliance logic, and operational standards without requiring outside development resources.
Permissions, workflows, tax configuration, and reporting structures are managed directly within the platform, ensuring scalable governance as your brokerage grows.
User Governance & Access Control
Configure role-based access for brokers, assistants, accounting teams, and administrators.
Assign permissions by operational function, compliance requirement, or reporting visibility.
Preserve structured data security across departments and business units.
Operational Rules & Workflow Standards
Configure surplus lines tax structures, numbering conventions, and risk classification defaults.
Enforce standardized workflow requirements across submissions, endorsements, and renewals.
Assign permissions by function or compliance need to support regulatory and fiduciary oversight.
Forms & Structured Documentation
Maintain centralized control of forms, templates, and policy documentation.
Trigger documentation automatically based on workflow events such as bind, endorsement, or renewal.
Preserve document version control within the system framework.
Compliance Data & Organizational Structure
Maintain broker licensing records and compliance tracking requirements.
Configure notification templates for regulatory events, expirations, and renewal deadlines.
Establish cost centers and reporting hierarchies to support audit clarity and operational oversight.
Advanced Configuration & Program Adaptability
Create structured custom data fields for specialty programs or unique carrier requirements.
Adapt workflows to new programs, states, or underwriting guidelines without altering core system structure.
Extend operational flexibility while maintaining centralized data integrity.
Standardize Operations | Strengthen Compliance Controls | Scale With Confidence
Built-In System Enhancers
No Bolt-Ons Required
Jetfile embeds core wholesale broker management capabilities directly within a unified insurance platform, eliminating the need for third-party accounting software, document storage systems, or fragmented bolt-on tools.
Accounting Backbone
No Bolt-Ons Required
Jetfile embeds trust-compliant wholesale brokerage accounting directly within the platform. Every receivable, payable, commission, and surplus line transaction flows through a unified insurance accounting system connected to live production data eliminating fragmented financial workflows and preserving audit-ready financial control.
Every transaction posts automatically to the General Ledger inside a unified insurance accounting system built for wholesale brokerage.
Trust accounting, A/R, A/P, invoicing, and month-end controls are native to Jetfile, removing the need for separate accounting platforms.
Centralize financial data within a single, policy-connected accounting structure that maintains ledger accuracy across the wholesale lifecycle.
Anchor every financial transaction to live production data, reducing cross-system reconciliation and strengthening audit continuity.
Document Management
Built-In Insurance Document Control
Jetfile embeds wholesale insurance document management directly within the platform. Policy files, endorsements, submissions, and supporting documents remain tied to the originating record, preserving version control, compliance traceability, and audit continuity across the full policy lifecycle.
Store, edit, redact, and version policy-related documents inside the same system that manages production and accounting.
Apply text or image stamps, maintain redaction history, and anchor every document to submissions, endorsements, or policies.
Centralize document governance within the wholesale platform, ensuring version control and compliance traceability across the policy lifecycle.
Preserve policy-level document integrity within Jetfile’s unified document infrastructure.
Agent Portals
Built-In Wholesale Agent Connectivity
Jetfile embeds secure retail agent portals directly within the wholesale insurance platform. Submissions, document exchange, bind requests, and payment activity flow into the same system that manages underwriting, accounting, and compliance, preserving real-time visibility and policy-level continuity.
Provide retail agents structured, permission-based access to submit business, upload documentation, request binds, and remit payments.
Maintain full submission lifecycle tracking with communication history tied to the originating record.
Establish structured, traceable agent communication directly within the wholesale workflow.
Anchor every submission and communication to live production workflows, preserving policy-level visibility and operational continuity.
Integrations
Preconfigured Wholesale Infrastructure Extensions
Jetfile includes preconfigured integrations with industry service providers that activate within the platform. Payments, premium finance, inspections, carrier connectivity, compliance services, and predictive analytics operate inside the wholesale workflow without requiring bolt-on systems.
Enable rating, carrier connectivity, and external data services within the same production environment.
Activate payment processing, premium finance, and regulatory services without disrupting operational workflows.
Maintain policy-level data continuity across integrated services.
Extend your wholesale infrastructure through embedded, preconfigured services that operate within Jetfile’s unified architecture.
