Software for insurance agencies
Operations dashboard for insurance agencies
Here is what the operations dashboard does for insurance agencies. One screen with the numbers and tasks that run your business, updated live. It's built for one familiar headache: quote requests go cold while you gather the details.
Where insurance agencies lose time today
Quote requests go cold while you gather the details. Nobody at an independent agency with three producers signed up for that part of the job, and the operations dashboard handles it.
What it looks like in practice
Take an independent agency with three producers as an example. You open one page in the morning and see today's review calls, what's overdue and how the week compares to last, pulled from Applied Epic. A red flag shows one thing that needs you.
How it works for insurance agencies
For an independent agency with three producers, the flow is short and predictable.
- We choose the numbers and lists you need to see.
- I connect Applied Epic and your other tools.
- A simple dashboard shows today, this week and trends.
- Alerts fire when something needs attention.
- You get logins for your team.
Tools it connects to
You keep working in HawkSoft, AgencyZoom, Applied Epic and Google Sheets. The operations dashboard sits alongside, built with Next.js, Supabase and n8n.
Questions from insurance agencies
Does the operations dashboard work with HawkSoft?
It depends on your HawkSoft plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is policyholder data handled?
For the operations dashboard, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
Can I change how it works later?
Yes. The operations dashboard keeps its messages, timings and rules in settings or a simple sheet you can edit. For bigger changes, such as a new step for your policyholders, message me and I'll quote it first.
Want this for your insurance business?
Tell me how your insurance business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built