Turn contractor compliance into your agency's strongest retention strategy.
Automated Third-Party Risk Management for Commercial Lines Brokers & Risk Managers
Stop letting unmitigated subcontractor risk threaten your clients' coverage. Offer your commercial accounts an automated, white-labeled risk management portal branded with your brokerage's logo and primary colors.
Want a free portfolio risk audit? Schedule a 15-minute broker strategy session.
For Commercial Insurance Brokers, Risk Consultants, Regional Agencies, Program Administrators & Independent Producer Networks
Sound familiar?
Today, without TrackMyVendor Agency
- Clients operating with hidden liability exposure from unverified or lapsed subcontractor COIs.
- Manual compliance reviews consuming hours of producer and account manager time before policy renewals.
- Audit surprises and premium adjustments damaging client retention and trust at renewal time.
- Scattered PDF certificates leaving massive gaps between insurance carrier requirements and actual job site operations.
With TrackMyVendor Agency
- 100% white-labeled risk portal branded with your logo, reinforcing your value every time clients log in.
- Consolidated Exception Queue highlighting expired COIs, missing endorsements, and deficient limits across your entire book of business.
- One-click Executive Risk Reports proving your brokerage's tangible value during renewal presentations.
- Flexible dual-management modes allowing you to manage compliance for top clients or invite their teams to co-manage.
Built for commercial lines brokers, not site gatekeepers.
100% White-Labeled Under Your Agency's Brand
Make your brokerage look like an enterprise technology leader. Deliver client-facing compliance portals featuring your agency's logo, brand colors, and custom subdomains.
The Multi-Client "Exception Queue"
Stop clicking into dozens of separate client accounts. Our consolidated Agency Exception Dashboard aggregates expired policies, missing endorsements, and deficient coverage limits across your entire book of business into a single action list.
One-Click Executive PDF Risk Audits
Walk into policy renewal meetings with an undeniable proof of value. Instantly export co-branded Executive Risk Reports detailing every vendor audited, compliance rates, and active risk exposures.
Flexible Dual-Management Modes
Operate your way. Use Agency-Managed Mode to batch-upload COIs and manage compliance on behalf of your top accounts, or toggle to Co-Managed Mode to invite your client's internal team to handle daily requests while you maintain high-level advisory oversight.
3-step broker workflow
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1
Brand Your Agency Portal
Upload your brokerage logo and primary brand colors in under 60 seconds. Customize client access links and notification footers.
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2
Secure Client Consent & Onboard
Send a 1-click authorization handshake link to your commercial accounts. Batch-upload existing vendor COIs or let subcontractors submit documents via phone-friendly upload links.
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3
Monitor & Deliver Proof of Value
Clear cross-portfolio alerts in minutes. Instantly compile executive PDF risk audits to present during annual policy renewals and coverage reviews.
Simple tiers designed to protect and scale your book of business.
|
Partner
$99/mo
Independent agencies offering software to key accounts |
Most popular
Partner Pro
$199/mo
Regional brokerages with growing commercial rosters |
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|---|---|---|
| Client companies | 5 | 15 |
| Client/vendor management | Included | Included |
| Cross-client risk dashboard | Included | Included |
| Expiration/action queue | Included | Included |
| COI / W-9 / license tracking | Included | Included |
| Vendor self-service | Included | Included |
| Agency members | Unlimited | Unlimited |
| Agency branding | Included | Included |
| Concierge onboarding and setup | Not included | Included |
| Talk to us | Talk to us |
Frequently asked questions
Do my commercial clients need to install software?
No. TrackMyVendor is 100% cloud-based. Your clients simply click their co-branded authorization link to access their portal from any browser or phone.
Does this replace our existing Agency Management System (AMS)?
No, it enhances it. Your AMS (like Applied Epic or AMS360) tracks direct policyholders and premium billing. TrackMyVendor monitors third-party vendor compliance, policy limits, state licenses, and endorsement verification for your clients' subcontractors.
Is it compliant for our agency to access client vendor data?
Yes. TrackMyVendor enforces an explicit 1-click authorization handshake from your client before any vendor data is accessible or uploaded, establishing your agency as their designated third-party risk administrator.
What happens if I exceed 15 client companies?
Get in touch and we'll put together a custom volume plan sized to your book of business.
Ready to differentiate your agency at the next policy renewal?
Join forward-thinking commercial lines brokerages using TrackMyVendor to protect clients, stop coverage gaps, and grow retention.
Have questions? Schedule a 15-minute setup call with our product team at demo@trackmyvendor.com.