Controlled market access
Publish carrier/product/state availability and let authorized downstream organizations browse only markets shared through an active distribution relationship.
Okiova Distribution
Operate the distribution relationship without exposing the retail customer book.
Distribution is a separate Okiova product entitlement for organizations managing downstream agencies or producers, markets, contracts, appointments, licensing, production, and overrides.
Starts $99+/moSeparate entitlementNo book merging
Commercial model
Starts at $99+/month.
Distribution is an optional add-on that requires an active Core, Growth, Pro, or Enterprise plan. Smaller deployments start at $99/month in addition to the base plan; larger MGA / IMO / FMO / aggregator deployments may use negotiated pricing.
Distribution is separately entitled from Enterprise. Negotiated bundles can include it through the agency’s commercial agreement.
Publish MarketsRequest ContractCollect RequirementsTrack AppointmentsMonitor LicensingReconcile Production + Overrides
Searchable contracting
Contract requests use available direct or upstream markets, requirements, states, contacts, and lifecycle statuses instead of unrestricted free typing.
Licensing + appointments
Track licenses, E&O, W-9, appointments, due dates, protected documents, and expiration-oriented follow-up.
Distribution economics
Model carrier-to-distributor and distributor-to-agency compensation schedules without exposing upstream retained economics to downstream agencies.
Aggregate production
Track downstream premium/commission aggregates and expected vs. actual overrides without opening the downstream agency’s private CRM.
Relationship data, not merged tenants
Distribution relationships authorize the shared contracting/market layer. They do not grant routine access to another tenant’s private customer and policy book.
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