Full walkthrough, start to finish

Email and password, then straight to your own deals

• Each producer has their own login. The owner has one that sees everything.
• A wrong password gets a plain message, not an error code.
• "Forgot password" sends a reset link to the producer's email.
• You stay signed in on that device until you sign out.

Your numbers on top, your board underneath

1. Open pipeline: premium on every open deal, with the count and how many are in Quoted.
2. Potential revenue: premium × commission % on every open deal, summed. What the open book is worth if it all binds.
3. Bound YTD: commission earned this year, with premium, count and close rate.
4. % to goal: bound commission against the annual goal. The small tick is where the year is today, so you know if you're ahead or behind.
5. Overdue follow-ups: red when it isn't zero, with this week's count and X-dates inside 60 days.

• The chips filter the board to Personal, Commercial or Life/Health/Benefits.
• Each column header shows its deal count, total premium and potential revenue.
• A card shows client, premium, line, quoted carrier, follow-up status, X-date countdown, days in stage, and the Advance button.
• Board or List, your choice. The strip at the bottom shows what closed in the last 30 days.

Four fields to create it. Everything else is optional, now or later.

• Required: client, producer (pre-filled), at least one line of coverage, stage.
• No duplicates, agency-wide. As you type the company name, the form checks every producer's pipeline. If the company already has an open deal anywhere, you get a red note naming who has it, with a link to open that deal, and Create is refused. If the company was Bound or Lost before, you get a yellow heads-up and can still add it. The database enforces the same rule underneath, so it can't be slipped past.
• Lines of coverage: tick as many as the deal needs. General Liability, Commercial Auto, Commercial Property and Workers' Comp can all sit on one Opportunity. Type in the box to filter the list.
• Optional, under More details: contact name, phone, email, lead source, opportunity type, est. annual premium, commission %, PEPM broker fee and enrolled employees, flat annual consulting fee, current carrier, X-date, next follow-up, notes.
• The first line you tick sets the default commission %. You can override it.
• Press N anywhere to open this form. Enter saves it.

Everything about one deal, editable in place

• Stepper: the six stages across the top, Opportunity to Lost. Click any to move there. Blue is done, filled is current.
• Quick actions: Move to next, Bound, Lost, Delete.
• Numbers strip: premium, commission %, potential revenue. Change the premium, a fee or the employee count and it updates as you tab out.
• Revenue, three ways: premium × commission %, plus a PEPM broker fee × enrolled employees × 12, plus a flat annual consulting fee. Fill in whichever apply; potential revenue shows the breakdown.
• Fields: every field from the form, the line picker, quoted carrier and, once closed, the bound/lost date and lost reason. Edits save as you leave each box.
• Follow-up buttons: Tomorrow, +3d, +1w, +2w.
• Activity: every stage move and note with its date. Type a note, press Enter.
• Lost: one click, then pick a reason. It's a prompt, not a wall. A lost deal can be reopened.

If you'd rather drag than click

• Pick up any card and drop it in another column.
• While you drag, two targets appear at the bottom: drop to mark Bound, drop to mark Lost.
• Every move, dragged or clicked, gets an Undo in the toast.

One keystroke, any deal

• Searches client, contact, carriers, line and deal ID across the whole agency.
• Results show the stage, line, producer and premium. Click one to open it.

What needs a call today

1. Overdue: follow-up date has passed. "Done +3d" or "Done +1w" logs the touch and reschedules in one click.
2. Due this week: next seven days, same buttons.
3. X-dates in the next 60 days: the renewal window. "Set follow-up" puts a reminder two weeks ahead of the X-date.
4. Open deals with no follow-up date: the nudge list. Tomorrow, +3d, +1w.

Each row shows the stage, line, premium, contact and phone number so the call can start from here.

The whole book as a table

• Filter by text, producer, stage (or just open), business type, line. A line filter finds a deal that carries that line anywhere in its list.
• Click any column header to sort. Click again to flip.
• Footer totals: deals, premium and estimated commission for whatever is filtered.
• Export CSV gives you exactly the filtered rows with every calculated column, ready for Excel.
• Click a row to open the deal panel.

Every producer side by side

• Six team tiles: open deals, open premium, potential revenue, bound premium YTD, bound commission YTD, team % to goal.
• The producer table: the same 14 columns as your workbook, with a team total row. Sort by any column. Overdue counts show in red.
• Potential revenue by X-date: the next twelve months as bars. Each month shows how many open deals have an X-date in it and what they're worth in premium × commission. Hover a bar for the premium too.
• Pipeline by stage: deals, premium and potential revenue per stage, plus Bound and Lost YTD.
• By business type: open deals and premium, bound premium and commission YTD.
• Goal progress: solid bar is bound commission, the lighter extension is potential revenue still open, the tick is today's pace.
• Recent activity: the latest stage moves across the team, live.
• Click a producer's name to jump into their pipeline.

Every dropdown and every number, without a developer

• Agency name.
• Producers and goals: name, role, annual commission goal. Add or remove producers.
• Stage names: six stages in a fixed order, named whatever your team says. Rename one and every card, column and report follows.
• Business types, lines of coverage with a default commission % per line (benefits lines are Medical, Dental, Vision, Group Life, Disability, Accident, Critical Illness, Gap/Hospital Indemnity, Cancer, Consulting Fee), lead sources, opportunity types, lost reasons, carriers.
• Rename a value and every existing deal using it follows along.
• Data: a full JSON backup and an all-deals CSV, any time.

Owner sees everyone. Producers edit only their own.

• The switcher at the top right flips the whole app to one producer's view, or to the whole agency with every producer's cards together.
• A producer can look at a teammate's pipeline, but their cards are view-only. The database enforces that, not just the screen.
• Only the owner sees Settings.

Small things

• Dark mode follows the device setting, or toggle it with the moon button. It remembers.
• Sign out is the last button in the top bar. Next visit shows the sign-in screen.
• Keyboard: N for a new deal, / to search, Esc closes anything.

The same site, built for a thumb

• Tabs move to the bottom. The board swipes sideways, one stage at a time.
• Advance, Undo, Done +1w and the new-deal form all work exactly as on desktop.
• No app to install. "Add to Home Screen" gives it an icon if you want one.