Producers arrive as paperwork and become performance. OnBoard carries them through licensing, appointments and agreements; Sales turns what they write into contests, standings and rewards.
Contracting steps shaped by each producer's type, states and lines of authority — nobody is asked for paperwork that does not apply to them.
Certificates, W-9s and signed agreements attach to the step they belong to. Every version is kept, and expiring E&O surfaces before it lapses.
Review steps on the items that carry compliance weight, with an append-only record of who verified what, and when.
Threshold, first-to-win, every-sale, ranked leaderboard and combined contests. Set the tiers once and let each producer climb them.
Leaderboards update as sales land — by producer, agency, product, state and carrier, scoped so each team sees only its own numbers.
Points, status, cash and physical prizes issue themselves the moment a target is hit — no manual reconciliation.
Contract your next producer, or launch your next contest — see UpLift running on your own data.