Our products
Built for the real work.
Two focused products that solve real problems for agencies and teams managing clients at scale.
Agency Management System
A full-featured insurance agency management platform — built from the ground up on Firebase. It gives agents their own portal, gives admins full visibility, and keeps everyone in sync in real time.
Agent portal
Agents log in to view their own clients, track application status, and manage their book of business.
Admin dashboard
Full visibility across all agents, carriers, and statuses. Approve, issue, and track every policy in one place.
Commission tracking
Track split percentages, annual premiums, and comp status per client — with a full audit log of every change.
Role-based access
Owner, agent, and contractor roles with granular column-level permissions. Agents only see what they need to see.
Real-time data
Firestore keeps every portal in sync instantly. No refresh required — changes appear the moment they're made.
CSV export
Export any filtered view of your client list to CSV with one click. Works with any carrier reporting workflow.
ClientList
A production-ready data table for managing client records at scale. Drop it into any Firebase app and get filtering, sorting, inline editing, and CSV export out of the box — with a permissions system that supports any role structure.
Drag-to-reorder columns
Users can rearrange columns to match their personal workflow. Order is saved per-user.
Per-column filters
Checkbox filters for enum fields, text search, and date/number range pickers — all composable.
Inline cell editing
Click any editable cell to update it in place. Changes are saved to Firestore immediately with a full change log.
Saved views
Users can save named filter + column configurations and switch between them instantly.
Claim / Unclaim
Built-in claim workflow with section dividers separating claimed and unclaimed records.
Permissions matrix
Fine-grained control over which roles can view or edit each column. Configurable per deployment.
Interested in either product?
Reach out and we'll set up a live demo tailored to your use case.
Contact us