Suite loginBuilds 1–3 are included: your standalone foundation, people and access, and Agency Management. The remaining business tools below are planned releases.
Agents, staff, carriers, contracts and assignments.
Manage agent profiles, carriers, license records, contract tracking and staff assignments. Link Agent accounts for access to their own records. Imports, maps, document scanning and contracting portals await later integration.
Recruiting prospects, outreach and agent onboarding.
Move a successful recruiting prospect into agency management with a reviewed handoff.
Editable flyers, letters, templates and shared brand assets.
Use agent branding to prepare reusable documents for mailers, invitations and notices.
Audiences, email design, sending and campaign reporting.
Manage marketing audiences and templates with opt-outs, sending controls and delivery history.
Assigned members, service notices, texting and replies.
Associate members with agents and route notices and replies to their assigned workspace.
Mail orders, counts, proofs, approvals, invoices and meetings.
Coordinate targeting, counts, design review and production around shared meetings and artwork.
Registration, tickets, prizes, drawings and saved records.
Connect meeting registration to tickets, prize selection and saved giveaway documents.
Statement imports, reconciliation and agency income reporting.
Match statement data to agency agents and report agency income separately from agent payout calculations.
The current release includes Builds 1–3. This 14-build plan is within the original 12–16 estimate; deeper module review may change it. Installer repairs do not count as extra builds.
Installer, website, branding, home-screen app shell, owner account and encrypted backup/restore.
Shared accounts, roles, module grants, build progress, signed updates and rollback.
Agent profiles, carriers, license records, contract tracking and staff assignments.
Recruiting prospects, pipelines, outreach and reviewed agent handoffs.
Editable templates, brand assets, document projects and export.
Audiences, template editing, sending controls and campaign reporting.
Assigned members, notice campaigns, texting and reply routing.
Orders, targeting, counts, proofs, approvals, invoices and meetings.
Registration, tickets, prizes, drawings and saved event records.
Statement imports, reconciliation, agent reporting and agency income.
Reviewed connections between agent records, events, documents and communications.
Import tools, dry runs, source comparisons and existing-system parity review.
Home-screen installation, phone workflows, accessibility and device verification.
End-to-end workflow tests, recovery drills, performance review and release documentation.