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Outcomes Insurers
Achieve with Agency Pro
Accelerate agent activation, improve productivity, and scale distribution with control & consistency.
No-code product setup and rapid journey configuration enable early product launches and quicker revenue realization across agent channels.
Automated workflows and no-code configuration reduce IT effort, manual overhead, and operational errors across the distribution lifecycle.
Onboard and manage multiple agents and products through a single platform without requiring architectural changes or added infrastructure.
Core Capabilities for a Agent Distribution at Scale
Configure product structures, pricing rules, and validations without code - enabling rapid launch, updates, and journey personalization by region, product, and agent role.
Onboard agents quickly through configurable journeys, agent–product mapping, and GenAI-powered forms that reduce errors and accelerate activation.
Manage end-to-end commissions including rule configuration, calculations, adjustments, eligibility criteria, payouts, and detailed statement generation.
Deliver consistent, guided agent journeys across web, mobile, and field channels with agent-specific UI themes, layouts, and customized interfaces.
Support the complete sales lifecycle - lead capture, quote generation, proposal management, payments, and policy issuance - through configurable automated workflows.
Track agent onboarding progress, drop-offs, conversions, and performance live through dashboard-driven insights for full operational control.
How Agency Pro Powers End-to-End Agent Journeys
From onboarding to policy issuance, every stage is digitally managed and optimized for scale.
Configure product structures, rules, pricing, and validations with a no-code, deployment-ready setup.
Quickly assign products, journeys, and workflows with configurable onboarding and lead capture.
Execute the complete sales process - quote generation, proposal management, payments, and policy issuance workflows.
Handle policy renewals, endorsements, and lifecycle changes while tracking performance through real-time MIS dashboards.
Built to Connect with Your Entire Insurance Technology Stack
Natively integrates with Mozart ClaimsPro, InvestigatePro, UnderwritingPro, and RulesPro for unified, end-to-end insurance operations across the platform.
Connects with CRM, LMS, DMS, KYC, payments, and core policy administration systems to ensure consistent data and process continuity across teams.
Upstream and downstream API frameworks shorten integration time, simplify onboarding, and reduce the effort required to connect with external systems.
Supports easy integration with third-party administrators and any external system, eliminating data silos and ensuring seamless distribution operations.
Enabling Faster, Transparent Agent Distribution
Deliver tailored, role-based experiences that enable agents to operate efficiently across products and channels
Personalized agent journeys
Role-based experiences
Consistent agent workflows
Launch, adapt, and manage the complete agent lifecycle without engineering dependency
No-code configuration
End-to-end lifecycle
coverage
Rapid product updates
Operate with confidence through real-time insights, automation, and governance controls
Real-time tracking
Automated workflows
Role-based access/audit trails
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Get answers to common questions
Find solutions to frequently asked questions regarding
Mozart Agency Pro
Yes. Agency Pro is built with a no-code configurator that allows business teams to update workflows, rules, and journeys independently - reducing IT dependency and improving execution speed.
Agency Pro supports clearly defined roles including product teams, distribution operations, agent managers, IT teams, agency users, and agents - each mapped to specific responsibilities and access controls.
Agency Pro delivers a unified experience across web, mobile, and field channels, with agent-specific interfaces and guided journeys that adapt to how and where agents operate.
The commission module provides agents with a complete overview of their earnings, targets, eligibility, and detailed statements - giving them clear and timely access to their commission details.
Agency Pro supports both cloud and on-premises deployment with a scalable architecture, allowing insurers to choose the model that fits their infrastructure and compliance requirements.