One platform for the complete producer lifecycle — get them contracted with OnBoard, then keep them producing with Sales.
Per-carrier and per-agency checklists that adapt to a producer's type, states and lines of authority, so nobody is asked for paperwork that does not apply to them.
Review steps on the items that carry compliance weight, with an append-only record of who verified what and when.
Producers attach evidence — E&O certificates, W-9s, signed agreements — against the task it belongs to. Every version is kept, nothing is overwritten, and expiring E&O surfaces before it lapses.
Run threshold, first-to-win, every-sale, and ranked leaderboard contests. Set tiers once and let each producer climb them.
Standings update as sales land. Every producer sees exactly where they stand and what the next place is worth.
Points, status badges, cash, and physical prizes issue themselves the moment a target is hit — no manual reconciliation.
Track performance by agent, agency, product, state, and carrier, with access scoped so each team sees only its own numbers.
Upload sales, agents, and agencies as CSV or JSON. Partial-success reporting tells you exactly which rows need another look.
Point your own systems at UpLift's API to push new sales the moment they close — contests evaluate instantly, no batch upload required.
Take OnBoard, Sales, or both, each at its own tier — Space Cadet to try the system out, Mission Specialist for full self-service access, Commander for full access with full technical support.
Request a demo and get a working login by email, with a Space Cadet subscription to the products you picked and sample onboarding templates already loaded.
Keep your billing and mailing addresses and billing contact current yourself, and see at a glance which products your organisation subscribes to.
Contract your next producer, or launch your next contest — see UpLift running on your own data.