A broker submission portal with no logins to hand out
Most broker portals are a user list: every producer at every agency gets a login, a password to forget and a seat somebody pays for. Faldaro starts from the other end. Brokers are outside your organization, so they submit through a link, follow each risk on its own status page and list their submissions with nothing but their email address.
What the broker gets
Submit, track, look back
Three things a broker wants from a portal, each without an account.
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Submit without a login
Each form gets a public link carrying an unguessable token instead of the form’s id. Brokers fill it in, upload the documents the form asks for and are done — no account, no password reset, no seat on your plan.
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A status page for every risk
Each submission can carry its own status link: form name, current state, reference number and when it last moved. Send it in the acknowledgement email and the “any update?” calls have somewhere to go.
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All my submissions, by email
Switch on the submitter portal for a form by naming the email field that identifies the broker. The broker enters that address and gets a link listing every submission filed under it — matched on that one field only, never on an address that merely appears somewhere in a record.
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Nothing leaks through the portal
The public form carries no logic, no formula text and no computed values, and the status and portal pages show only the curated projection. Refused tokens all get the same “not found”, so a withdrawn link cannot be told apart from one that never existed.
The status page and the portal are covered in the records and sharing links guide; the record behind them is described on records.
Two shapes
Decide where the submission should live
Faldaro supports two ways of working with brokers, and they answer different questions.
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Submissions come to you
Public links, the form’s email address, status links and the portal. Every submission lands in your account and your workflow; brokers need nothing but a browser and an inbox. This is the broker portal most MGAs and wholesalers mean.
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Brokerages keep their own book
Share a folder or a form with a brokerage’s own organization at submit level. They work from your current forms — publish a change once and every partner has it — but their submissions belong to them. Only you can change the form; a partner cannot share it onward or open a public link on it.
The difference is deliberate. Forms and folders can be shared between organizations; submissions never are. A partner organization can read your form — it has to, to fill it in — but only you can write it, and what a partner submits stays in the partner’s account. The full rules are in the partner-sharing guide.
Behind the portal
What your team sees
The broker’s side is deliberately small. Yours is the full record.
Each submission arrives as a record with a reference number, a state and an owner. Underwriters work it through workflow states you name — Received, Referred, Quoted, Declined — and every move is a permissioned act written to an append-only audit log. When the state changes, the broker’s status page changes with it; there is nothing to sync and nothing to email by hand unless you want to.
Referrals can go to whoever holds the authority as an email approval: a private link to a decision page showing only the fields you picked. The rating and referral side is covered on MGA submission intake, and brokers who would rather forward an email than fill in a form are covered on claims email intake — the same address mechanism serves new business.
The portal is not only for new business. Service requests use the same links and the same status pages: start from the free certificate of insurance request, loss run request or first notice of loss template. More on the vertical as a whole is on the insurance overview.
Questions
The broker portal, plainly
Do brokers need an account to use the portal?
No. A broker submits through a public link and signs in to nothing. To see their submissions later they type their email address on your form’s page and receive a sign-in link at that address — owning the mailbox is the credential. The page answers the same way whether or not anything matched, so it cannot be used to check who has submitted to you.
What can a broker see about a submission they sent?
The status page shows the form’s name, the current state with the label you gave it, whether it is finished, the reference number and when it last moved. It never shows field values, your workflow, your referral rules or any computed figure — a broker learns where the risk stands, not how you rate it.
Can a brokerage get its own copy of our forms instead?
Yes — share the folder or a single form with the brokerage’s own Faldaro organization at submit level. Be clear about the trade-off: submissions made that way belong to the brokerage and stay in its account, isolated by the database. If the submission needs to land in your queue, use the public link or the form’s email address.
Can we revoke a broker’s access?
Every link is a token you can rotate. Rotating a public link stops it working at once, and a status link can be rotated or removed even while the record is archived. Access for a partner organization is removed by withdrawing the share.
Give brokers a portal, not a password
Public links, status pages and the submitter portal are on every plan — start with one submission form and add the rest as brokers ask.
No card required.