Wholesale Brokerages & MGAs
You're Paying Underwriter Salaries for Portal Data Entry
Only 2 of your E&S carriers have API access. The rest — Markel, USLI, Lionhead, Starstone — require manual portal entry. Seven minutes per portal. Each portal. Every submission. And it's not just your E&S panel — carriers like Travelers have APIs that kick agents to a proprietary portal for certain risks. Your team re-keys everything from scratch.
QuoteSweep automates them all simultaneously. One ACORD form in, every carrier portal filled, quotes streaming back in minutes instead of hours.
The Numbers Behind the Problem
7 min
per portal, per E&S carrier submission
(Wholesale operations interviews)
2 of 6
E&S carriers with API access at a typical wholesale brokerage
(Design partner data)
50%
of underwriter time spent on portal data entry, not actual underwriting
(Wholesale operations interviews)
Two Use Cases, One Platform
Your Internal E&S Team
A retail agent submits a risk. Your underwriter opens Markel — seven minutes. USLI — seven more. Lionhead, Starstone, the next one. Same client data, re-keyed from scratch, five times over. By the time quotes come back, an hour is gone — and that was one submission.
- Submit once, quote every E&S carrier simultaneously
- An hour of portal entry becomes one ACORD upload
- Track which carriers quote back, at what premiums
- Re-shop renewals in minutes instead of hours
- Quote in-house for junior agents who don't have their own portal credentials
Your Retail Agency Network
Your appointed agencies quote your carriers manually. Some get direct portal credentials. Others — especially smaller agencies still building their commercial book — rely on your team to quote for them. Every agent in your network faces the same portal friction you do.
- Deploy quoting automation across your entire agency network
- Agents use their own credentials, keep their commissions
- Strengthen agent loyalty — give them a reason to stay in your network
- Agents quote your carriers AND their own panel in one session
What Wholesale Operators Are Saying
“An agent will come and say, ‘I tried this one, then came back a couple days later, tried another one — this is my third in a row,’ and it’s really frustrating. So I’ll fill it for them.”
— Wholesale Operations Lead
On the cascading failure pattern when carrier APIs kick agents to manual portals
“Seven minutes — it takes you seven minutes to quote one portal. Each portal. So you spend half your day quoting.”
— Wholesale Operations Lead
On the daily reality of E&S portal submissions
“They don’t even have commercial — maybe they only have personal lines, but they have clients saying, ‘Hey, can you quote my business?’ and they’re turning them away because they don’t have any market. We provide them a market.”
— Wholesale Operations Lead
On smaller agencies in their network that lose business without commercial carrier access
How It Works
We start with your internal team and 2-3 pilot agencies. Prove value with real submissions, then roll out across your network.
Discovery Call
30 minutesWe learn your E&S carrier panel, submission volume, agency network size, and workflow. You see a live demo with your actual carriers.
Pilot Configuration
1 weekWe configure your E&S carrier panel and set up accounts for your underwriting team plus 2-3 pilot agencies. Test credentials, solve MFA flows, map portal quirks. We’ve already cracked Hartford and Travelers portal automation — the two carriers wholesale brokers ask about first.
Pilot Evaluation
7 daysYour team and pilot agencies quote real accounts across real carrier portals. We track completion rates, time savings, and quote accuracy.
Network Rollout
PhasedBased on pilot results, roll out to your full agency network. Includes distribution agreement, billing setup, and network-level analytics.
Your Underwriters Should Be Reviewing Quotes, Not Running Portals
One ACORD form. Every E&S carrier portal. Simultaneously. Your team goes from data entry to underwriting review — and your agency network gets the carrier access that keeps them loyal.
Schedule a Wholesale Demo