Decision layer
See the agency before you act.
Daily OperationsPrioritized work, callbacks, waiting states, scheduled commitments, reviews, deadlines, commission exceptions, and escalations.
Business DashboardFinancial position, production, expected commissions, lead capital, chargeback exposure, vendor economics, and operating trends.
Intake & orchestration
Turn incoming information into owned records.
Intake StudioStaging, normalization, validation, duplicate detection, identity matching, workflow assignment, exception review, and controlled publishing.
Global intake actionsStart new work from one place and route it to the module that permanently owns the resulting record.
Sales operating system
Work leads through the complete sales conversation.
LeadsActive lead inventory, priority, work score, call queue, attempts, callbacks, DNC status, attribution, vendor performance, suppression, and reactivation.
Sales WorkspaceScript flow, active-call state, financial inventory, underwriting, quotes, objections, opportunity capture, autosave, and post-call review.
Client WorkspaceBook of business, households, applications, policies, communications context, tasks, claims, service, reviews, life events, and historical continuity.
New BusinessA focused view of applications and pending business inside the permanent Client Workspace record.
Agency growth
Recruit, onboard, and support producers.
Talent PipelineCandidate workspace, resumes, recruiting stages, outreach, interviews, evaluations, hiring decisions, pre-licensing, and candidate-to-producer conversion.
Producer NetworkPermanent producer records, hierarchy, licenses, appointments, contract levels, production history, commissions, responsibilities, training status, and former-producer history.
Producer OperationsOnboarding, licensing, E&O, AML, contracting, appointments, training readiness, qualification notices, chargebacks, support cases, and escalations.
Shared records
Keep the supporting evidence connected.
Communications CenterInbox, sent, drafts, scheduled messages, waiting for reply, templates, delivery issues, thread history, matching, summaries, and cross-channel work.
Documents CenterDocument intake, canonical files, classification, matching, versioning, search, expiration tracking, missing-document detection, templates, and extraction.
Vendor HubCarriers, lead vendors, regulators, providers, products, agreements, renewals, contacts, commission statements, performance, and exit readiness.
Training & KnowledgeSystem onboarding, product training, sales and underwriting training, carrier knowledge, SOPs, guided walkthroughs, practice, role play, and assessments.
Control layer
Configure the system without mixing configuration into operations.
AdministrationAgency profile, users, roles, teams, products, scripts, workflows, templates, integrations, notifications, security, audit, migrations, backups, and system health.
Access controlsAuthenticated memberships, agency tenancy, role-aware interfaces, and database-level Row Level Security designed to prevent cross-agency access.