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AgencyMate by CoTé
Australian broker management system of record with policy administration and accounting.
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Overview
AgencyMate by CoTé is an Australian broker management system that serves as a system of record, combining policy administration with accounting. It supports brokers across the Australian market.
The platform manages clients, policies and financials, helping brokerages run trading and back-office processes within a single cloud system.
Key Features
- + Broker system of record
- + Policy administration
- + Integrated accounting
- + Client and policy management
- + Trading and back-office processes
- + Australian market focus
Integrations
Open APIInsurer panels
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