Your Insurance Agency
Command Center
Everything an insurance agency needs in one secure, multi-tenant platform — client management, policy tracking, AI assistant, document storage, property data, flood maps, and reporting.
Everything you need to run your agency
Dashboard
Real-time overview with active policy stats, upcoming renewal alerts, recent activity feed, and policy mix breakdown — all at a glance.
Client Management
Full CRM with search, filters, and CRUD operations. View detailed client profiles with linked policies, documents, and activity history.
Policy Tracking
Track all policy types, premiums, effective and expiration dates, and renewal alerts. Stay on top of your entire book of business.
Document Storage
Upload and organize client documents with Supabase cloud storage. Dec pages, applications, endorsements, and certificates — all in one secure place.
AI Assistant
Claude-powered chat with streaming responses and full conversation history. Trained on your agency's own knowledge base using RAG for personalized answers.
Knowledge Base
Upload company documents — PDFs, guides, manuals — to train your AI assistant with your own data. Each tenant maintains their own isolated knowledge base.
Application Worksheet
Aggregated property, flood zone, and fire protection data pre-filled into a single worksheet. Fill in the rest and print — ready for any carrier application.
Property Lookup
Instant property data lookup for underwriting — assessed values, ownership details, building characteristics, and nearest fire stations.
FEMA Flood Maps
Interactive flood zone maps powered by the National Flood Hazard Layer. Determine flood zone designations and flood insurance requirements for any address.
Reports & Analytics
Premium breakdowns by carrier, policy type distributions, status reports, and monthly renewal forecasts to help you manage and grow your book.
Multi-Tenant Platform
Each agency gets their own branded subdomain with fully isolated data, custom logo, and colors. Secure, separated, and scalable.
Dark Mode
Toggle between light and dark themes for comfortable use in any environment. Your preference is saved and applied automatically.
Mobile Responsive
Full mobile experience with a responsive collapsible sidebar. Access your agency portal from any device, anywhere.
Ready to streamline your agency?
Each agency gets their own branded portal with custom subdomain, logo, and colors. Your data stays isolated and secure.
Sign In to Your Portal