Governed distribution for multi‑level networks
Manage brokers, agents, and partners while unifying distribution and performance with role‑based access, real‑time reporting, and automated workflows. Built for MGAs, coverholders, and insurance agencies.
Complex networks outgrow rigid systems
Adapt any multi-level hierarchy on one platform with unified control and visibility
Traditional distribution tools lock organizations into fixed hierarchies, making it hard to govern brokers, dealership networks, repair partners, and multi-tier agent structures. The outcome is limited oversight, fragmented workflows, and slow rollouts when expanding channels or geographies. SANDIS centralizes configuration and visibility so multi-level networks can be modeled, adjusted, and monitored without rework.
Configure unlimited parent–child structures, assign territories and product access, and enforce role-based permissions at every level from a single platform. Track quote activity, policy issuance, and revenue in real time with dashboards for agents, managers, and executives, while automating onboarding, contracting, and campaign execution. Deploy in about one month, integrate commission handling, and support international networks with multi-currency and localized interfaces—all governed from one place.
Complete Visibility Across Your Distribution Network
Track sales activity, monitor performance, and manage user access across multiple levels of your distribution hierarchy. The platform provides real-time visibility into quote generation, policy issuance, and revenue production at every distribution point.
Empower your network while maintaining control: Each distribution level operates with appropriate permissions and capabilities. Brokers access their assigned products and territories. Regional managers oversee multiple locations. Executives view consolidated performance across the entire network.
The system supports international distribution with multi-currency capabilities and localized interfaces. Manage networks across multiple countries from a single administrative dashboard.
Key Capabilities for Distribution Management
Insurance intermediaries choose SANDIS for comprehensive control over complex sales networks and flexible commission structures.
Build distribution structures with unlimited levels. Define parent-child relationships between brokers, agents, and sales points. Configure product access and territorial assignments for each network participant. The platform adapts to your specific distribution model without forcing standardized hierarchies.
Grant precise access levels to different user roles. Sales agents quote and issue policies within their authority. Managers access reporting and oversight tools. Administrators control system configuration and user management. Each role operates with appropriate visibility and capabilities.
Monitor sales performance across distribution levels in real-time. Track quote-to-policy conversion rates, revenue production, and policy counts for individual agents and entire regions. Identify top performers and underperforming locations. Use data to optimize network structure and incentive programs.
Automated Workflows and Process Management
Streamline broker contracting: Automate onboarding processes for new distribution partners. Digital contract generation, electronic signatures, and automated compliance documentation reduce manual administration.
Sales campaign execution: Deploy incentive programs and promotional campaigns across your network. Target specific distribution segments with tailored messaging. Track campaign performance and adjust strategies in 2-4 weeks.
Integrated commission handling: The distribution management module connects seamlessly with commission calculation to automate settlements across all network levels.
