For retail insurance agents

Have a difficult workers' comp account? Let's get it moving.

Send a complete package, a partial package, or a short inquiry. We can start the conversation with what you have, tell you what is missing, and keep your client relationship connected to the opportunity.

Retail insurance agent guiding an employer through a workers' compensation submission

Send the live account first

An Acord 130, loss runs, supplemental, and experience-mod worksheet make a strong package. Upload what exists or enter the facts you know.

Protect your client relationship

Your retail relationship stays attached when a wholesale partner joins the opportunity.

Find a wholesale partner →

Build program access

Submitting today does not have to wait for a separate partner conversation. If the opportunity fits, we can help you take the next access step.

Explore FastechHR access →
Support for the industries you write

Give your client a clearer way into the workers' comp conversation.

Use these short videos to help a client recognize the details that matter. When the account is ready, bring it through WorkComp Finder and keep your relationship connected.

Explore every industry guide →
FastechHR Partner Growth System

Build the book with more than a product behind you.

Connect FastechHR access with WorkComp Finder education and intake, Bindlab sales training and coaching, Seven16 intelligence and outreach tools, and Cassie support.

See the retail system
Managed growth system

Need a more consistent intake and follow-up process?

Review the guided Managed WorkComp Growth System offer for agencies. Published pricing is available; purchase remains gated while the first real tenant and cost proof are completed.

See the managed offer
One opportunity · relationships protected

How the account moves from problem to answer

Employers, retail agents, wholesalers, and FastechHR can work on the same opportunity without losing who brought the relationship or who serves the client.

  1. 1
    Employer opportunity

    The account, problem, existing relationships, and permission to proceed start the record.

  2. 2
    Retail relationship

    Your existing retail producer stays attached, or you can ask us to help find the right connection.

  3. 3
    Wholesale relationship—when needed

    A wholesale specialist can join the opportunity without replacing the retail relationship.

  4. 4
    FastechHR review

    A person reviews the account, what is complete, what is missing, and the right next action.

  5. 5
    Answer through the same team

    Status, missing information, and next-step materials return to the people working on the opportunity.

From difficult account to useful answer

  1. Submit the live account without waiting for appointment paperwork
  2. Review fit guidance and supply missing information
  3. Select an eligible wholesale path when one is needed
  4. Receive secure quote and presentation support
  5. Preserve retailer attribution through the outcome

Bring the account you have. We will help connect it to the right FastechHR conversation while preserving your role.

What you can expect from us

  • Submit the live account before waiting on unrelated listing or partner-profile work.
  • Keep retail person, retail agency, wholesale person, branch, and organization as distinct participants.
  • Treat public discovery as a starting point—not appointment, assignment, market reservation, or quote authority.
  • Move confidential applications, loss runs, payroll, claim detail, and mod data only through the secure submission path.