Every module,
no fluff.
Six modules. One workspace. Built for life insurance agencies that don't need another generic dashboard — they need a tool shaped around how their reps actually sell.
01 · Pipeline
The Bull Pen
A 7-stage kanban board built around how life insurance actually sells — from New Lead through Application Pending to Issued. Drag policies between stages. Closes pop with a WON stamp animation.
- Stages mapped to the real life-insurance flow: New Lead → Called → Call Back → Contacted → Application Pending → Won → Lost
- Drag-and-drop between columns with optimistic updates
- Click any policy card → full detail sheet with edit + delete + stage selector
- Issued policies get their own visual treatment so closes stand out
02 · Leads
The Pasture
Every prospect in your agency in one sortable table. Bulk-import purchased lead lists with one click. Click any row to dial, edit, or move it through the pipeline.
- Full prospect table: name, stage, est. premium, contact, source, last contact, created
- Click any row → edit sheet identical to the kanban detail
- CSV import with header mapping for purchased lead lists (full_name required, everything else optional)
- The Market sub-page coming — buy curated life-insurance lead lists in-app
03 · Voice + chat
Campfire
Discord-style live voice and persistent text chat for your team. Voice channels per team so reps can dial together, ride along on close calls, or get on-the-fly coaching from a manager.
- Persistent #team channel + 1:1 direct messages, all team-scoped
- Voice channels with mic + camera + speaker grid (powered by LiveKit Cloud)
- Speaking indicator pulse on the active speaker — like Discord
- Avatar fallback → anonymous gray placeholder if no profile photo
- Live presence dots so you can see who's grinding right now
04 · Ranking
Leaderboard
Per-team rankings by issued premium with daily / weekly / monthly toggle. Each rep gets a customizable card with photo, handle, real revenue, and policy count.
- Light-themed cards with hot-iron border (or frontier blue if it's you)
- Stats pulled directly from your closed policies — not editable
- Photo + nickname customizable in /settings, live preview as you type
- Live presence dot per card so you can see who's currently on the phone
05 · Manager AI
Coaching
Manager view. Pick a rep, get a real per-rep scorecard pulled from their pipeline plus a Claude-written weekly coaching brief. Three sections: what's working, what's leaking, what to do this week.
- Rep scorecard: total leads, won + premium, conversion %, avg policy size, apps pending, callback queue
- AI brief generated each load through Vercel AI Gateway (Claude Sonnet 4.6)
- Recent decided deals table — Issued in blue, Lost in red
- Manager-only access by RLS + app gate
06 · Agency AI
Insights
Agency-wide funnel, lead-source ROI, and a 4-week premium forecast. Each chart has a Download CSV button. AI summary up top: where wins come from, where leaks are, what to do this week.
- Funnel chart with stage-by-stage counts (Issued in blue, Lost in red)
- Lead-source ROI table sorted by issued premium, with per-source conversion %
- Forecast band: Low / Mid / High projection for next 4 weeks
- Claude-written narrative summary on real numbers, not boilerplate
- CSV export on every chart endpoint — straight into your carrier reports
Ready