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The all-in-one operating system for modern insurance agencies. Manage credentials, automate follow-ups, and sync your book of business.
Everything You Need to Scale
Credential Vault
Securely manage and share carrier logins with your team. Audit logs ensure compliance and security at every step.
Smart Automations
Automated email journeys, renewal reminders, and lead nurturing that works while you sleep. Never miss a follow-up again.
Book Sync
Real-time synchronization with your book of business. Import from any source and keep everything perfectly in sync.
Team Management
Invite agents, set permissions, and track performance across your entire organization with detailed analytics.
Commission Tracking
Automatic commission calculations, projections, and payout schedules. Never wonder where your money is again.
Client Portal
Give clients a branded portal to view policies, make requests, and communicate directly with your team.
"MedaBase transformed how I run my agency. I used to spend hours on admin work - now everything is automated and I can focus on selling."
Ready to Transform Your Agency?
Join hundreds of agents who have streamlined their operations with MedaBase.