Agent Portal
A place to connect to all of your business and planning
Complete Business View
The Agent Portal gives you a complete view of your business — from quote history and current cases to every policy you've ever written through us. Reporting and analytics are built in, so the insights you need are always at your fingertips.
Visibility into your business shouldn't be hard to find. That's why we've made it simple to view your quote requests, instant quotes, submitted cases, and commission levels, all in one place. Robust reporting tools let you analyze your book of business, and if you manage a team, you can view your full hierarchy as well.
We believe transparency is the foundation of a strong partnership, so your access is ready to go from the moment we connect.
Our annuity tools are built right into the Agent Portal, giving you everything you need in one place. With just a click, you can research top MYGA rates, explore company and product details, run rider quotes, and filter for the right fit for your client.
Whether you're a fixed-only agent or part of a Broker-Dealer, the tools automatically filter to show only the products appropriate for you, no extra steps required.Case Management
Log in to the Agent Portal anytime to view and manage your cases. Your entire NFG Brokerage team is connected to your case, so you always have the right people working together on your behalf.
Quote Management
Request quotes through our Agent Portal, where you'll get real-time status updates and direct visibility into our team's progress, so your quotes are handled quickly and efficiently. Prefer to run your own quotes? Just let us know and we'll get you set up.
Our Analytics give you a clear view of what you and your team are working on — with powerful filters to help you understand your business and spot opportunities. And when you need a deeper dive, your NFG Brokerage team is always available to help you make sense of the data and make the most of what's in front of you.
Quotes
All Product Lines
Cases
Get Full Access
Reports
Analytics
Connect
With Our Team
Comp
View Your Comp
Timeline
On Quotes & Cases
Our case studies
See all projects
Want to Connect?
Let us help you grow your business
Our team is ready to help you succeed!
Testimonials
SEE ALL“We’ve looked at a lot IMOs like NFG Brokerage, but these guys are our clear favorite. They have the right strategies and they’ve been awesome to work with.”
“We have a steady flow of new agents and NFG Brokerage has made the onboarding process painless for us. They gave us all the tools and training to help us succeed.”
