tigerdistribute documentation¶
tigerdistribute is a multi-tenant insurance distribution management platform. It gives carriers, MGAs and agency networks one place to recruit and onboard producers, keep their licenses, E&O coverage and appointments compliant, organise the distribution hierarchy, run performance cycles, and manage commissions and payouts.
This documentation is written for the people who use the platform every day: distribution managers, licensing and compliance staff, onboarding teams and finance users at a tenant (carrier) organisation.
User guide
- Introduction
- Getting started
- Tenant setup & administration
- Onboarding producers
- Managing producers
- Distribution hierarchy
- Appointments
- Licenses & E&O coverage
- Compliance monitoring
- Contracts & e-signature
- Contract types
- Contract templates
- The e-signature lifecycle
- Step 1 — Create a draft
- Step 2 — Generate or attach the document
- Step 3 — Send for signature
- Step 4 — The signer signs
- Certificate of completion
- Packets: master agreements and exhibits
- Amendments and versions
- Term monitoring and renewals
- Document integrity
- Voiding a contract
- E-signature providers
- Performance cycles
- Commissions: plans, statements, splits & payouts
- Money and currencies
- Commission plans — the signed rate card
- Assigning producers to plans
- Readiness: policies missing an inception date
- How statements are built
- Generating a statement
- Reading and verifying a statement
- Override commission
- Split commissions
- Rate scenarios (what-if)
- Statement disputes
- Payability — “is it safe to pay this producer?”
- Payouts: payment runs
- Roll-up: override earned across the downline
- Commission plans vs what-if scenarios
- The producer portal
- Scorecards & producer tiers
- Bulk operations
- Reports & data exports
- Integrations: PAS data & webhooks
Appendix