Jetfile replaces the patchwork of spreadsheets, disconnected portals, and bolt-on tools with one fully integrated operating system built for wholesale brokerage operations.
One System. Complete Control.
Above-the-fold
Outcomes
End-to-end policy lifecycle control: submissions through renewals in one system.
Every transaction is audit-ready and tied to one record.
Real-time, actionable reporting without bolt-ons or exports.
Everything lives under one login, flowing left to right. From submissions to quote, binding, endorsements, invoicing, accounting, and reporting. One System. One Workflow.
No toggling between systems.
No rekeying.
No missed steps.
Every transaction is anchored to a single record: automated, audit-ready, and visible to the right team members at the right time.
Whether it’s producer commissions, suspense triggers, or General Ledger entries, Jetfile eliminates friction while enforcing control.
Core Modules
Jetfile structures wholesale brokerage operations across the full policy
lifecycle within a unified insurance agency management system.
Production
From Submission to Policy Without Re-Keying
Manage the full wholesale lifecycle: submissions, quotes, binds, endorsements, invoicing, and renewals. Surplus lines logic, compliance defaults, and SLA tracking are built in.
Financials
Every Transaction Flows to the Ledger
Integrated receivables, payables, trust accounting, and surplus lines tax tracking. All activity posts directly to the G/L, ensuring transparency, fiduciary compliance, and audit readiness.
Claims
Centralized Loss Recording
Record, track, and report claims tied to policies and LOBs. Dashboards and filtering provide clarity without external spreadsheets or siloed tools.
Admin
Control Rules, Roles, and Compliance Defaults Without IT
Configure user permissions, tax rates, cost centers, and forms directly in the system. Maintain internal controls and minimize E&O exposure without vendor intervention.
Operational Design:
Built for Wholesale Logic
Jetfile isn’t just modular, it’s unified.
Each module operates independently, but all data stays connected, traceable, and configurable across your workflow.
From submission to closeout, every screen aligns with how wholesale brokerages actually work, not how generic systems assume you should.
Built-In System Enhancers
No Bolt-Ons Required
Accounting
Unlike platforms that require third-party tools, Jetfile includes full Accounts Receivable (AR), Accounts Payable (AP), invoicing, and trust accounting built in. Every receivable, payable, commission, and surplus lines tax transaction flows automatically into the General Ledger, removing manual reconciliation and ensuring compliance with fiduciary standards.
Invoicing: Generated directly from quotes, policies, or endorsements.
AR/AP: Track open items, unapplied cash, surplus lines tax, and producer commissions.
General Ledger Automation: All activity posts automatically to the ledger, creating a live, audit-ready financial record tied to actual production data.
Document
Management
Centralized Document Control:
All submissions, endorsements, policies, and supporting files live in one structured, searchable system – accessible to the right team members at the right time.
Built-In PDF Editing & Redaction:
Edit, stamp, redact, and share PDFs directly inside Jetfile – no external tools, no version confusion, no compliance gaps.
Agent Portals
Offer secure portals for retail agents to upload files, submit business, request binds, process payments, and track status, all with controlled access and visibility tied back to Jetfile.
Integrations
Jetfile integrates with many industry-standard service providers to extend operational workflows.
These integrations are supported within Jetfile and can be activated seamlessly, enabling brokerages to enhance workflows without disrupting daily operations.
Payments
Premium Finance
Hazard & Risk Data
Inspections
Predictive & Portfolio Analytics
Rating & Carrier Connectivity
Compliance & Regulatory Services
Strategic Alignment
Jetfile supports layered policies, multi-state tax handling, surplus lines reconciliation, and role-based visibility all inside a real-time platform. Submissions move forward. Data stays synced. Reporting speaks your language.
“Trusted by wholesale brokers, MGA teams, and carriers across the U.S. and internationally.”
Fewer tools. Tighter controls. Clean handoffs. Fully centralized execution.
