Portra for Wholesale Brokers
One submission.Every market that runs on Portra.
Portra works directly with wholesale brokers - connecting submission workflow to the carriers and MGAs on the platform, on their rules, with a real decision back from each.
The difference
Wholesale brokers live or die on turnaround. Every hour spent re-keying submissions, chasing referrals, or reconciling forms is an hour not spent placing. Portra gives wholesale brokers one workflow across every market on the platform - and a real answer back from each.
Workflow
From file in to market response, on one platform.
Submit once
Structured submission with document extraction and pre-fill from prior placements. Build the file once, route it to every relevant market.
Route by appetite
Carrier appetite surfaces upfront - eligibility, required documents, referral triggers visible before submission, not after.
Get a real answer
Decisions come back as Accept, Refer, or Decline with the rule cited. No chasing, no ambiguity, no waiting on email.
Capabilities
One platform for every market you place with.
Submit once, route many
Build the submission file once. Route it to every market running on Portra without re-keying data or reformatting documents.
Appetite visible before submission
Carrier rules surface before the file is sent - eligibility, required documents, referral triggers. No wasted submissions into markets that won't bind.
Decisions with reasons, not silence
Every response comes back as Accept, Refer, or Decline with the rule cited. Wholesale brokers know exactly where each submission stands.
Track everything, reconcile nothing
Submission status, referral queues, bound policies, and renewals in one view. No parallel spreadsheet, no status emails.
