Your book of business, before your first coffee.
A daily briefing that pulls your morning context into one screen. Pipeline kanban, CSV ingest with bucket scoring, hash-chained audit trail. Built for independent agents who want their substrate to belong to them.
The operator surface, shipped
Daily briefing
Where you stand, what changed, what needs your attention, what value the system delivered — one screen, every morning. Live operator route at /dashboard/briefing.
Pipeline kanban
HOT / WARM / COLD bucket columns derived from per-lead scoring. Click through to drill into any lead. Counts visible at a glance.
CSV / Excel ingest
Drag in your existing book. Rows validated, scored, persisted. Rejection reasons explicit. 50K row hard cap, 10 MB file cap. Audit-logged.
Audit chain viewer
Every operator action hash-chained per organization. Chain integrity verifiable on demand. Compliance trail without a separate compliance product.
Honest framing
The insurance vertical is LIVE. Backend wired, frontend operator surface live, real test data, full audit chain. 154 tests green at last count.
What you see is what runs. Demo data populated for pilot tour: 7 leads, 6 HOT / 1 WARM / 0 COLD distribution. Bring your own data via CSV ingest and the briefing populates against your numbers.
Operator-assistance positioning. The platform surfaces signals. The agent decides. No autonomous underwriting. No autonomous claim approval. No autonomous premium changes. The professional stays in the loop — that is the regulatory posture and that is the doctrine.
14-day pilot
Real platform, real data, real audit chain. Two weeks to decide if this belongs in your workflow.
- Live tenant provisioned for your agency, isolated from every other tenant.
- CSV import of your current book — sample format docs provided.
- Daily briefing populated against your data within the first session.
- Direct access to the founder during the pilot window. No support-ticket gauntlet.
- If it does not fit your operation, the tenant is sealed and your data exported back to you. No retention contract.
Architecture summary
Per-tenant SQLite isolation
Hash-chained audit log (BEGIN IMMEDIATE concurrency-safe)
JWT auth + MFA (TOTP, recovery codes, password reset)
Stripe billing wired LIVE
HubSpot CRM sync wired LIVE
SMTP+HTTPS mail dual path
Operator-assistance regulatory posture
USPTO 64/043,421 patent-pending substrate
Current build state — insurance vertical at fmwservicesllc.com