Every new broker, carrier, or producer in one guided flow. Agents collect and verify licenses, E&O, and agreements, and re-run it all at renewal.
Design, run, measure, and improve in the same system
Every broker is live state: licenses verified, appointments tracked, lapses caught. Supervisor agents pause submissions the day coverage lapses.
Agents check registries and sync your AMS or policy core through REST steps, webhooks, and MCP. Appointment rules hold centrally per state.
Appointment approvals and exception calls route to named owners with the file verified. The rest runs on its own.
Brokers upload licenses, E&O certificates, and W-9s and sign agreements through secure magic links. No accounts, no chasing by hand.
Agents watch expirations and re-run the same flow at renewal, chasing documents before anything lapses.
Ask who is ready to sell and what expires next month. Answers come from live flows, in plain language.
.webp)
Moxo is built for the trust requirements of serious operations. It includes every control enterprise teams expect: SOC 2 Type II, GDPR, SAML SSO, audit trail, data encryption, role-based access, and more.
