CHANNEL MANAGEMENT 36 CHANNELVISION | SUMMER 2025 One of the biggest challenges technology advisors encounter is a lack of visibility across carriers, technology solutions distributors (TSDs) and customers. Tasks such as tracking statements, reconciling commissions and following up on payments and customer updates are time-consuming and inefficient – putting advisors a step behind direct reps who have immediate access to insights. In today’s competitive industry, having the right management system – and the right analytics – can make all the difference for scaling and optimizing your business and helping customers. Yet many technology advisors are running their businesses using a variety of disparate tools. ForgeOS is flipping the script with a unique platform that gives technology advisors direct visibility to make informed, data-driven decisions – saving time, while putting them on equal footing with direct reps. At its core, ForgeOS is a TSD-agnostic technology intelligence platform purpose-built for busy technology advisors. By centralizing fragmented data and surfacing actionable insights, it gives advisors greater visibility and control across every aspect of their business, while freeing them to focus on what matters. Key capabilities include: • Commissions: Identifies discrepancies, optimizes payouts and helps recover missing revenue – ensuring advisors are paid accurately and on-time. • Customizable analytics: Provides flexible dashboards to track key performance metrics and act quickly to improve customer experience. • Quoting: Simplifies management by making it easy to request and manage multiple quotes, export proposals and track service requests. • Contracts: Delivers instant visibility into customer agreements, enabling advisors to anticipate needs and uncover growth opportunities. In addition, ForgeOS gives advisors access to a portfolio of best-in-class solution suppliers, delivering a wide range of services. It’s important to note that ForgeOS sits adjacent to TSDs, as opposed to competing with them. In fact, ForgeOS recently attended the Telarus Partner Summit and is actively strengthening its ties with the TSD community. According to CEO Brooke Frank, the difference is that TSDs mainly excel at sales enablement while ForgeOS was built for delivering automation and intelligence. For technology advisors, this translates into a unified data approach and a single source of truth – and a solution to the fractured and inefficient data environment in the channel that slows down decision-making and leads to missed opportunities. “The amount of data coming into TSD platforms is like drinking from a fire hose,” Frank said. “We simplify it for TAs by focusing on unique fractions of giant data sets.” ForgeOS ultimately empowers advisors to optimize earnings, close deals faster and respond to customer needs in real-time. What’s more, ForgeOS gives advisors an enterprise-grade platform, with a professional co-branded interface that they can present to clients – and compete with other advisors who have bigger marketing budgets and more resources. “ForgeOS is a true differentiator when competing with other technology advisors, because it gives them direct visibility into critical areas like inventory and contract management,” added vice president of business development Rosie Pottebaum. “The industry has changed dramatically in recent years, and technology advisors are realizing that in order to stay valuable, they need to evolve.” ForgeOS recently joined the Technology Advisor Alliance (TAA) Perks Program. Advisors who partner with ForgeOS can now receive 10 percent off of their enrollment to the TAA by using code FORGE. o Look for Brooke Frank at CVx EXPO25 (Nov. 3-5 in Glendale) where he will participate in an industry panel titled “Systems Make Your Valuation Grow.” For more details, visit cvxexpo.com. ForgeOS: Leveling the Playing Field for Technology Advisors By Gerald Baldino ForgeOS CEO Brooke Frank
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