Recruiting
Recruiting prospects, outreach and agent onboarding.
Move a successful recruiting prospect into agency management with a reviewed handoff.
Recruiting
Builds 1–3 are included: your standalone foundation, people and access, and Agency Management. The remaining business tools below are planned releases.
YOUR BUILD PROGRESS
Working roadmapBuild 3 of 14
3Builds included
11Builds remaining
14Planned total
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.
Included
Standalone foundation
Installer, website, branding, home-screen app shell, owner account and encrypted backup/restore.
Included
People, access & managed updates
Shared accounts, roles, module grants, build progress, signed updates and rollback.
Current release
Agency Management
Agent profiles, carriers, license records, contract tracking and staff assignments.
Planned
Agent Network NOW
Recruiting prospects, pipelines, outreach and reviewed agent handoffs.
Planned
Document Studio
Editable templates, brand assets, document projects and export.
Planned
Email Campaigns
Audiences, template editing, sending controls and campaign reporting.
Planned
Member Notices
Assigned members, notice campaigns, texting and reply routing.
Planned
Mailers
Orders, targeting, counts, proofs, approvals, invoices and meetings.
Planned
Giveaways
Registration, tickets, prizes, drawings and saved event records.
Planned
Commissions Manager
Statement imports, reconciliation, agent reporting and agency income.
Planned
Shared records & workflows
Reviewed connections between agent records, events, documents and communications.
Planned
Migration & feature reconciliation
Import tools, dry runs, source comparisons and existing-system parity review.
Planned
Mobile & usability refinement
Home-screen installation, phone workflows, accessibility and device verification.
Planned
Final validation & launch readiness
End-to-end workflow tests, recovery drills, performance review and release documentation.