When a client calls their agency, something has usually gone wrong - and every policy, claim, and renewal is a marked point on their route to recovery. Waypoint is the agency management system built around that journey: one modern web suite that keeps your team, and your clients, moving forward.
IN DEVELOPMENT · EARLY-ACCESS LIST OPENFull feature parity with the legacy agency management systems - then past them on user experience, openness, and integration quality.
Every client, carrier, and conversation in one place - with pipelines that move a prospect from first call to bound policy without re-keying a thing.
Quotes, binders, endorsements, renewals, and cancellations tracked end to end - each one a waypoint your whole team can see coming.
Real insurance accounting - trust and operating ledgers, commissions, reconciliation - built in, not bolted on through exports to another product.
Attachments with retention and legal-hold controls, certificate issuance at scale, and claims that stay linked to the policy and the person.
Clients sign in with single-use magic links - no passwords to forget or reset - and see their policies, documents, and certificates on their own time.
Self-serve API keys, OAuth for machine access, and event webhooks with reliable delivery - a first-class public API, not a fee-gated SDK.
Full parity in a modern web app - no Citrix sessions, no local installs, no "it only works on the office machine."
The daily paths of CSRs, producers, and accountants are designed and measured to be dramatically faster than the click-heavy legacy equivalents.
Per-tenant isolation enforced at the database level, and an API your developers can use the same afternoon - integration isn't an upsell.
In development - foundation phase. The core platform is being built in the open with working software at every step: multi-tenant security, the client portal, document retention, and the public API surface are in place, with the deep insurance workflows landing module by module. Early-access agencies shape the order.
Tell us what your agency runs today and where it slows you down. Early-access agencies get a direct line to the team building their next system.