A custom-built CRM designed for multi-location insurance agencies. Built to replace off-the-shelf tools with a system tailored to insurance-specific workflows, multi-carrier quoting, and full attribution tracking.
Frontend
Next.js 16 with App Router, Server Components, Turbopack
API Layer
tRPC v11 with type-safe procedures, React Query, batch requests
Database
PostgreSQL 16 with Prisma v7 ORM, 30+ models, full indexing
Auth
NextAuth.js v5 with JWT sessions, 9 RBAC roles, 38 permissions
Dashboard
Role-specific dashboards for agents, managers, IT admins, and executives
Leads
7-stage pipeline (New to Won/Lost) with kanban and list views, AI scoring, and next-best-action suggestions
Contacts
Full contact management with touchpoint tracking, web session history, and unified activity timeline
Quotes
Multi-carrier quote comparison powered by TurboRater integration
Policies
Policy lifecycle management synced from Insurance Pro (iPro) AMS
Renewals
Automated renewal tracking with countdown timers and re-quoting workflow
Claims
Claim intake, tracking, and resolution management
Communications
Unified inbox for calls, SMS, email, and chat with Twilio and SendGrid integrations
Campaigns
Marketing campaign management with ROI tracking, offline conversion attribution via gclid/fbclid/msclkid
Automations
Workflow rules for SLA alerts, follow-up reminders, renewal notifications, and lead escalation
Templates
Reusable email and SMS templates with variable substitution
Documents
File management for ID cards, declarations, applications, and claim forms (S3)
Reports
Sales performance, marketing ROI, agent leaderboard, and pipeline analytics
Admin
User management, location configuration, integration status, audit log, and system settings
AI Lead Scoring
Intelligent scoring with weighted factors: source quality, web engagement, premium potential, pipeline aging, and more
Next Best Action
Context-aware suggestions for agents based on lead status, time since last contact, and opportunity value
AI Email Drafts
Generates personalized email drafts based on contact context: quote follow-ups, renewal reminders, cross-sell opportunities
Call Summarization
Analyzes call recordings to produce summaries, key points, buying signals, and suggested next steps
All integrations use an adapter pattern with mock and live implementations. Switching modes requires only an environment variable change.
TurboRater
Multi-carrier quoting engine
Insurance Pro (iPro)
Policy management system (AMS)
Venture Flow
Third-party carrier white-label checkout
Twilio Voice + SMS
Phone calls, IVR, recording, text messaging
SendGrid (Transactional)
Quotes, confirmations, ID cards
SendGrid (Marketing)
Campaigns, drip sequences, newsletters
Google Analytics 4
Web analytics, session tracking, conversion events
Google Ads
Offline conversion tracking via gclid
Meta Conversions API
Server-side conversion tracking via fbclid
Microsoft Ads
Offline conversion tracking via msclkid
AWS S3
Document and file storage
Sentry
Error tracking and monitoring
Agent
Own leads and contacts at assigned location
Senior Agent
Agent permissions plus lead assignment and basic reporting
Location Manager
Full control over a single office
Regional Manager
Oversight across multiple locations in a region
Claims Specialist
Claims management across all locations
Marketing
Campaign management and marketing analytics
Compliance
Read-only audit access for regulatory compliance
IT Admin
Full system access including user management and integrations
HQ Executive
Executive dashboards and high-level reporting
Log in with any of the demo accounts below. All accounts use the password demo123.
Full Access
demo@insurance.demoAgent
agent@insurance.demoManager
manager@insurance.demoMarketing
marketing@insurance.demoIT Admin
admin@insurance.demoExecutive
exec@insurance.demo