OneagencyOS

Agencies0

Active Agencies0

Demo Follow-Ups0

Membership Revenue$0

Internal Brief

OneagencyOS employee workspace

Recent Agencies

Latest onboarded clients

Agency Lookup

Search active and inactive agencies

Onboard Agency

Agency ID 100

Agency Name DBA Name Agency Address

Main Phone Number Website

Agency License Number EIN

Time Zone Business Hours

Carrier Appointments

Agency Owner

Owner Name Owner Email

Additional Users

Name Email Role Name Email Role

Agency Display Name Agency Logo Primary Brand Color

The logo will appear above Dashboard in the agency workspace.

Agency logo preview

Operations Monitoring

Production health, incidents, delivery, AI cost, and recovery evidence

Check	Status	Latency	Checked

Last Seen	Severity	Source	Operation	Message	Count

Last Seen	Type	Provider	Operation	Status	Message

Time	Operation	Model	Tokens	Estimated Cost

Agency	User	Role	Screen	Status	Last Seen

Completed	Status	Type	Rows	Checksum	Evidence

Open recovery runbook

Carrier API Library

Employee-managed carrier portals, downloads, and API settings

Encrypted Login Vault

Carrier credentials are encrypted in the agency cloud vault and are available only to authorized signed-in users.

Previous Master Password (one-time browser-vault migration only)

Carrier Name Website Default Commission Rate % Username Password

Carrier Downloads/API Settings

Enable carrier downloads Download Type API Base URL API Client ID API Secret / Key Download Schedule Download Notes Notes

Connected Carrier APIs

Florida Carrier Directory

Home, auto, and flood reference links for employee setup

Reference directory only. Confirm Florida licensing, appointment, appetite, and commission terms before use.

Carrier Portal Workflows

Define each carrier website path once for every agency

Carrier Carrier Name Carrier Login Website

Live Chrome Workflow MapperMaps the real carrier website through the installed Live Bridge extension, including carrier-owned popup tabs.

Select a carrier and launch the recorder.

Workflow Step Editor

Fix, delete, or reorder one mapped step without remapping the full carrier site.

Recorded Workflow Source

Managed Workflows

Demo Follow-Up Tasks

Accounts that need employee action

Membership Billing

Stripe subscriptions linked directly to active agency records

OneagencyOS Membership Payment Secure Stripe subscription checkout

Signature Launcher

Native signature packets for agency agreements

Standard Agency Onboarding PacketSubscription agreement, data-processing terms, and e-sign disclosures

Open Packet

No signing fields placed.

Agreements Missing a File

Attach the agreement before sending

Signed Documents

Returned employee agreements

All Signature Packets

Draft, sent, viewed, and completed

Employee Email

OneagencyOS internal inbox with AI priority

Clients

Open Bridge

Due Soon

Estimated Commission

Premium Bound

Rolling agency production

Household Health

Click a status to review its policies

AI Brief

Generated from workspace data

Ask Agency AI

Answers grounded in this agency's approved manuals and operating knowledge

Question

Find Client Show

Add Client

Personal lines account details

Application Intake

Upload a completed insurance application to pre-fill this client record.

Application file

Household / Client Applicant DOB Email Phone City Zip Code Producer Name / Agent Carrier Policy Type Policy Number Effective Date Business Type Estimated Premium Commission Rate %

Estimated Commission $0

Status Account Health Health Reason Health Notes Annual Premium Goal Current Carrier Current Premium

Client Billing

Issue agency-fee invoices and track client payment status.

Agency Fee Invoice Number Invoice Date Invoice Due Date Invoice Status Amount Paid Payment Method Billing Notes

Client Portal Access

Create read-only access for this insured after the client file is saved.

Portal Username Temporary Password Status

Prior Carrier Claims / Loss History

Agency Notes

Front-of-file notes for internal agency follow-up, client preferences, and next actions.

Underwriting Notes

Homeowners Application

Property Address Year Built Square Footage Roof Type Roof Shape Roof Last Updated Occupancy Type

Coverage A-F

Coverage A - Dwelling Coverage B - Other Structures Coverage C - Personal Property Coverage D - Loss of Use Coverage E - Liability Coverage F - Medical Payments All Other Peril Deductible Hurricane Deductible Water Back Up Limited Water Damage Screen Enclosure Equipment Breakdown Flood Endorsement Jewelry / Silverware Home Devices Discounts Mortgage / Lienholder

Auto Application

Driver 1

Driver 1 Name Driver 1 DOB Driver 1 License Number

Driver 2

Driver 2 Name Driver 2 DOB Driver 2 License Number

Driver 3

Driver 3 Name Driver 3 DOB Driver 3 License Number

Driver 4

Driver 4 Name Driver 4 DOB Driver 4 License Number

Driver 5

Driver 5 Name Driver 5 DOB Driver 5 License Number

Driver 6

Driver 6 Name Driver 6 DOB Driver 6 License Number

Driver 7

Driver 7 Name Driver 7 DOB Driver 7 License Number

Driver 8

Driver 8 Name Driver 8 DOB Driver 8 License Number

Driver 9

Driver 9 Name Driver 9 DOB Driver 9 License Number

Driver 10

Driver 10 Name Driver 10 DOB Driver 10 License Number

Vehicle 1

Vehicle 1 Year Vehicle 1 Make Vehicle 1 Model Vehicle 1 VIN Vehicle 1 Usage

Vehicle 2

Vehicle 2 Year Vehicle 2 Make Vehicle 2 Model Vehicle 2 VIN Vehicle 2 Usage

Vehicle 3

Vehicle 3 Year Vehicle 3 Make Vehicle 3 Model Vehicle 3 VIN Vehicle 3 Usage

Vehicle 4

Vehicle 4 Year Vehicle 4 Make Vehicle 4 Model Vehicle 4 VIN Vehicle 4 Usage

Vehicle 5

Vehicle 5 Year Vehicle 5 Make Vehicle 5 Model Vehicle 5 VIN Vehicle 5 Usage

Vehicle 6

Vehicle 6 Year Vehicle 6 Make Vehicle 6 Model Vehicle 6 VIN Vehicle 6 Usage

Vehicle 7

Vehicle 7 Year Vehicle 7 Make Vehicle 7 Model Vehicle 7 VIN Vehicle 7 Usage

Vehicle 8

Vehicle 8 Year Vehicle 8 Make Vehicle 8 Model Vehicle 8 VIN Vehicle 8 Usage

Vehicle 9

Vehicle 9 Year Vehicle 9 Make Vehicle 9 Model Vehicle 9 VIN Vehicle 9 Usage

Vehicle 10

Vehicle 10 Year Vehicle 10 Make Vehicle 10 Model Vehicle 10 VIN Vehicle 10 Usage Garaging Address

Auto Coverage & Options

Bodily Injury Limit Property Damage Limit UM / UIM Limit PIP / Med Pay Comprehensive Deductible Collision Deductible Rental Reimbursement Roadside Assistance

Renters Application

Rental Address Residence Type Occupancy Type

Renters Coverage

Personal Property Limit Loss of Use Limit Liability Limit Medical Payments Deductible Interested Party / Landlord

Condo Application

Condo Address Year Built Square Footage Construction Type

Condo Coverage

Interior / Dwelling Limit Personal Property Limit Loss Assessment Liability Limit Deductible Mortgage / Lienholder

Umbrella Application

Umbrella Coverage & Exposures

Umbrella Limit Self-Insured Retention Underlying Auto Limits Underlying Home Liability Underlying Carrier(s) Number of Drivers Number of Properties Underlying Exposures

Flood Application

Flood Property Address Flood Zone Foundation Type Elevation Certificate

Flood Coverage

Building Coverage Contents Coverage Building Deductible Contents Deductible Prior Flood Losses

Outstanding Carrier Documents

Created automatically when an uploaded application mentions documents the carrier still needs.

Client Signatures

OneagencyOS-native signature packets tied to this client file. Open signatures create task follow-ups automatically.

New Quote Intake

Bridge home and auto opportunities to assisted carrier portals

Re-bridge an Existing Client

Load a saved client file to refresh quotes without creating a duplicate client.

Client File

Select Carrier Portals

Choose only the carriers you want this quote sent to. Windward Risk Managers is selected automatically when your login is saved.

Quote Execution Checking Live Bridge extension...

Live Browser

Install Extension

Home Quote

Effective Date

First Name Middle Name Last Name Suffix

Second Named Insured Primary Date of Birth Primary Email Primary Phone Property Address Select a verified address to identify the county and run the property lookup. Street Address City State ZIP Code Occupancy Residence Use

Owner occupancy can be quoted through the agency's available homeowners products.

Purchase Type Closing Date Prior Street Address Prior City Prior State Prior Zip Prior Carrier Renewal Date

AI Property Appraiser Bot

Uses the property address to prepare county property details for the carrier forms.

County Year Built Square Footage Foundation Type Roof Type Roof Shape Has your roof been replaced? Roof Replacement Year Official Property Appraiser Redfin Listing Signal Zillow Listing Signal Listing Update Scan

Coverage Selection

These values are carried into the AI carrier bridge exactly as entered.

Coverage A - Dwelling Coverage B - Other Structures Coverage C - Personal Property Coverage D - Loss of Use Coverage E - Liability Coverage F - Medical Payments All Other Peril Deductible Hurricane Deductible Replacement Cost Contents Replacement Coverage Roof I have reviewed the privacy statement and disclosures and authorize the use of consumer report information.

Carrier Bridge

Create the client folder and send this home quote through the assisted carrier portal worker.

Auto Quote

Effective Date Include auto quote Number of Drivers Number of Autos Current Auto Carrier Auto Renewal Date Garaging Address

Carrier Bridge

Create the client folder and send this auto quote through the assisted carrier portal worker.

Returned Quote Comparison

Lowest premiums ready for agent review

Quote Workflow

Workflow Agent

Quote workflow is tied to Bridge and carrier review.

Workflow Client Snapshot

Client cards and operational context

Renewal Color

New Signature Packet

Applications and agency forms

Client Signer Name Signer Email Document Type Policy Type Signature Engine Due Date Upload Form/Application

Agency DisclosuresSelect disclosures to add to this packet.

Signature Locations Tell the client exactly where to sign, initial, or date.

Signature Instructions

Agreements Missing a File

Attach the application or agreement before sending

Signed Documents

Completed packets returned to the agency

Signature Queue

Book Snapshot

Personal lines premium and commission

Underwriting Filing Cabinet

Manual refresh schedule

Agency Email

Matched to client files and prioritized by AI

Carrier Access Profiles

Used by bridge submissions

Florida Carrier Directory

Select a carrier to add it to this agency's access profile

Reference directory only. Verify the agency's appointment and enter its commission rate in the access form above.

Producer Agreements

New and renewal share of agency commission

Commission Overview

Calculated from carrier rates, client premium, and producer agreements

Producer Payout Summary

Producer	Premium	Agency Gross	Producer Payable	Bonus	Agency Retained

Compliance & Security

Enforced workspace security policy

Audit & Retention

Recorded with the agency workspace

Record security and administrative events

Audit Log Retention Client Record Retention Document Retention Retention Review

Access Security

Applied to signed-in users

Inactive Session Timeout MFA Policy

Enforce Supabase AAL2 for the selected MFA roles

Open Operations & Recovery Console

Network Restrictions

Checked by the workspace API

Only allow workspace access from approved networks Approved IP Addresses or CIDR Ranges

Current connection IP will appear after cloud sync.

Downloads & Exports

Enforced across agency records

Who Can Download Record blocked download attempts

Recent Security Events

Most recent policy and access activity

Client Portal Settings

Branding, registration, sharing, and notifications

Enable agency client portal

Portal Logo Shown on the insured sign-in page and inside the client portal.

Agency logo

Upload Portal Logo

Portal Display Name Support Email Primary Color Accent Color Registration Invite Expiration Days

View policy information Download shared files Apps & documents Quotes Signed ACORD forms Invoices Email portal invitations Email document alerts

User Performance

Daily policy count and written premium

Team Member Date Range

Date	Policies	Written Premium	New Business	Renewals

Communication Settings

Email, SMS, templates, and signatures

Email Integration

Enable email integration Default From Email Default Reply-To Email Email Provider Signature Sending Email Signature Reply-To Auto-save matched email threads to client updates Use AI helper to prioritize email

Outlook Integration

Enable Outlook Microsoft Tenant ID Microsoft Client ID Microsoft Redirect URI

Gmail Integration

Enable Gmail Google Client ID Google Redirect URI Authorized Sender

SMS Provider Settings

SMS Provider Enable SMS messaging

Twilio Settings

Twilio Account SID Twilio Auth Token Twilio Phone Number

Templates & Signatures

Reusable client messages

Email Templates Quote Follow-up Template SMS Templates Signature Management

AI Settings

Assistant behavior and controls

AI Model Selection

AI Assistant Permissions

Read client profiles Read carrier settings Draft client messages Create follow-up tasks

AI Workflows

AI Email Generation AI Call Summaries AI Cross-Sell Recommendations AI Renewal Analysis AI Compliance Warnings

AI Confidence Thresholds

Minimum Automation Confidence % Compliance Warning Threshold % Cross-Sell Recommendation Threshold %

AI Knowledge Base Uploads

Reference files for the assistant

Upload Knowledge Files

AI Activity & Human Review

Refresh to view agency AI usage.

Clear signals for every part of the agency.

Your agency is already a system. Now it can work like one.

Client intelligence

Quote and renewal workflows

OneagencyOS Sign

Agency knowledge

Connected communication

Secure agency operations

A focused workspace for every role.

Keep the full policy lifecycle moving.

Build a calmer, more connected agency.

Request a Demo

Sign in to your agency workspace.

Employee access for support and oversight.

Internal Brief

Recent Agencies

Agency Lookup

Agency Card

Signed Documents

Onboard Agency

Operations Monitoring

Carrier API Library

Connected Carrier APIs

Florida Carrier Directory

Carrier Portal Workflows

Workflow Step Editor

Managed Workflows

Demo Follow-Up Tasks

Membership Billing

Signature Launcher

Agreements Missing a File

Signed Documents

All Signature Packets

Employee Email

Agency Premium

Producer Premium Bound

Premium Bound

Household Health

AI Brief

Ask Agency AI

Add Client

Client Timeline

Recordings & Calls

Apps & Documents

RCE Reports

Quotes

Invoices

Policy Cards

New Quote Intake

Returned Quote Comparison

Quote Workflow

Workflow Client Snapshot

New Signature Packet

Agreements Missing a File

Signed Documents

Signature Queue

Book Snapshot

AI Underwriting Download

Underwriting Filing Cabinet

Agency Email

Agency Settings

Agency Carrier Access

Carrier Access Profiles

Florida Carrier Directory

Signature Settings

Agency Isolation

Add/Edit Users

Users

MFA Settings

Password Policies

User Activity Logs

Workflow Automation

Document Management

Commission Rules

Producer Agreements

Commission Overview

Producer Payout Summary

Integrations

Compliance & Security