Surefire

Overview

Surefire: an insurance agency management system for independant P&C brokers designed with speed and efficiency in mind.

November 2024 - Development Progress Update Video https://youtu.be/OEAfL_fraq4

rc1 Coming Soon -New Features: Attachments, Leads Management, Outlook Desktop control via Interop, Plugins and more... -API Integrations: VoiP Call Logs & RingCentral API, ePayPolicy API, OpenAI integration, Google Maps API, Microsoft Graph and more...

I am planning on being finished with merging the private dev branch to public by 2025. Contact me for a demo or to discuss the project.

Table of Contents

Features

• Track and manage clients, contacts, addresses, locations, policies, carriers and more using a modern and intuitive interface
• Simplify your renewal workflow by putting all your renewals, quotes, leads and submissions in one central place.
• Set up a routine of tasks and keep and share status and notes on submissions to various carriers and MGAs/wholesalers.
• Set goal dates and assign sub-tasks to other employees. The homepage tells you what tasks you have to complete next for upcoming renewals and when they're due.
• Store basic policy data like limits, rates and coverages. Attach endorsements to be included in certificates.
• Issue, store and manage certificates quickly and easily

Technologies Used

• ASP.NET Core 8
• Entity Framework Core
• Blazor
• SyncFusion Components
• Microsoft FluentUI

Update

Have very exciting news and massive new updates and features on the private branch. Plan on merging with public in 2025 with a version that works with disjointed API integrations. See the November 2024 Dev Progress Update YouTube video. Please contact me for a demo or to discuss the project.

Version

.0.1.02 - 2024-11-15

• Upgraded to dotnet9
• Added memory caching
• Updates to Homepage including HomeService
• Added a StateService

.0.1.01 - 2024-11-07

• Added migrations for upcoming mvp

.0.1.0 - 2024-09-13

• SfPdfViewer2 implemented for creating and editing PDF forms like certificates, supplementals and applications
• Switched SfGrid to FluentDataGrid for security reasons and future use
• Major changes to Client and Renewal pages for performance and UI/UX experience
• Enhanced main layout and UI including beautiful NavMenu rollovers and tooltips
• Methods for 3rd party APIs to fetch contacts and policy lists for clients

.0.0.4 - 2024-09-08

• Implemented BaseUrl and IConfigure logic for environment variables for easy development and publishing
• Many UI/UX/Style/Performance enhancements with a focus on Clients and NavMenu
• Added upload functionality for contact headshots and client logos
• Enhanced the client primary contact logic including several bugs

.0.0.3 - 2024-09-05

• Renewal filter save state using browser session
• Enhanced renewal task lists
• Fast Search now has keyboard control
• File organization and Quality of Life fixes
• Misc bug fixes Video Update - September 1 https://youtu.be/4MuP97-Afqo

.0.0.2 - 2024-08-28

• Enhanced client browsing
• Policy coverage details screens for GL, WC and Auto
• Certificate editor using SfPdfViewer2
• Store endorsements as attachments and include them with certificates

.0.0.1 - 2024-08-20

• Initial Release
• Includes all necessary tables and UI to add and edit Clients, Carriers, Contacts, Addresses, Policy Types and Policies
• Differentiates Carriers between Issuing Carriers and MGA/Wholesalers
• Uses Identity for user authentication and employee logins
• Renewal Center with submission tracking
• Master task editor to add tasks to be copied as workflow templates for renewals
• Much more...

Features Roadmap

Productivity

• Ring Central API - Implement a webhook that monitors incoming phone calls and displays a toast notification with the caller's name and number
• Microsoft Graph API - For sending emails, searching for client and policy correspondances, etc
• Zywave API - Integrate the company research calls, content downloads, and insurance code lookup calls
• Client Portal - Provide clients with a way to access basic policy data, request a certificate, and update renewal information.
• **Leads Management - Take the layout of Carriers and create a new page for tracking leads and collecting information.

Crucial Functionality

• **Profile Pages - For Identity users to change password, email, name, etc.
• **Proper Register - With roles and permissions. Confirmation emails and Microsoft OAuth authorizations logic
• **CRUD - Confirm there is a way to safely crud all the things.

General

• Settings - Add settings page (gear icon in the upper right top menu) to assign a subemployee/assistant, enter API credentials and store UI preferences.
• Forms Tab: Change certificates to forms, and add a library of PDFs which can be manipulated and the JSON saved in the database.
• **Smart Breadrums: Dynamically build breadcrums as the user navigates around the different areas of the site.
• **Add CRUD to FluentDataGrids

Carriers

• **Passwords: Store the user's credentials for carrier websites.
• **Carrier Data: Provide system for storing target markets, AmBest rating, acceptable risks, ratings and IVANs data to provide more.

AI/LLM

• Side Panel - Create side panel to provide UI to interactive with OpenAI for common tasks
• • Tool: Get JSON data for locations/address
• • Tool: Get JSON data for clients and policies
• • Tool: Fetch and suggest images for client logo and contact headshots

Installation

Steps

1. Clone the repository:

   git clone https://github.com/yourusername/mantis.git
   cd mantis

2. Set up the database: Update the appsettings.json file with your database connection string.

   "ConnectionStrings": {
     "DefaultConnection": "Server=your_server;Database=mantis;User Id=your_user;Password=your_password;"
   }

3. Enter a SyncFusion License: Register at syncfusion.com and update the Program.cs file with your license key.

4. Apply Migrations:

   dotnet ef database update

5. Run the application:

   dotnet run