Agencies0

Active Agencies0

Demo Follow-Ups0

Membership Revenue$0

Internal Brief

OneagencyOS employee workspace

Recent Agencies

Latest onboarded clients

Agency Directory

Search, review, and manage every agency

Show

Agency Card

Update the card, then open the workspace only when needed

Signed Documents

Completed OneagencyOS agreements

Agency Name Legal Name DBA Name

Status Owner / Billing Email

Main Phone Website

Address Line 1 Address Line 2

City State ZIP

Agency IDNone selected

WorkspaceNot selected

UpdatedNot selected

Membership Plan Billing Email

Billing Term Active Users Included Users Monthly Plan Rate Annual Flat Fee Additional User Rate

Subscription Draft$399.00Starter includes 2 users. 0 additional users at $25/user/month.

Next Draft Date Billing Status

Billing Notes

Record Draft

Draft Date Amount Status

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

People & access

Human Resources

Employee roster, secure account administration, and onboarding packets

Master owner: current owner account

Owner control is active.Only the signed-in OneagencyOS owner account can manage internal HR records. Passwords are never displayed or stored in this workspace.

Active Employees0

New Hires0

Packets To Complete0

Departments0

Login & access

Account controls stay connected to the employee record

PasswordsHandled by the secure sign-in reset process. No plaintext passwords are retained here.

Access statusTrack pending invites, active accounts, and suspended access alongside each employee.

MFARecord whether the account is required to enroll, enrolled, or has an approved exception.

Recommended departmentsOperations, Finance & Billing, Underwriting & Carrier Relations, IT & Security, Compliance & Quality, and Executive / Management round out your five core departments.

Employee roster

Owner-managed internal staff and account status

Handbooks, NDAs & onboarding packets

Assign the packet, then keep completion status with the employee record

People & access

Employee Documents

Keep internal documents in one cabinet and assign access by employee

Master owner controls access

Access is explicit.Only employees selected for a document can see its assignment. Documents with no selected employees remain owner-only.

Active Documents0

Employee Assignments0

Owner-Only Documents0

Categories0

Document cabinet

Filter the documents assigned to a specific employee

Carrier Access Library

Employee-managed carrier portals, workflows, 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 Access

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 Product Type Workflow Name

OSCAR Workflow MapperMaps the real carrier website through the installed OSCAR 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

Starter: $399/month or $4,788/year. Includes 2 users. Additional users are $25/user/month.

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

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

Open Tasks

Ask Agency AI

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

Question

Private to your login and cleared after 8 hours of inactivity.

Find Client Show

Client Workspace

Add Client

Personal lines account details

Policy Overview

Current policy

Recent Activity

Latest client events

Agency Notes

Internal only

Notes

Follow-up Task

Creates an Agency Tasks workflow card

Task Follow-up Date Contact Name Phone Number Task Notes Mark complete now

Client Timeline

Policy lifecycle, saved emails, documents, bot filing notices, and client activity in date order.

Recordings & Calls

Matched phone recordings and manual call notes tied to this client.

Apps & Documents

Applications, inspections, signed forms, and supporting documents.

4-Point Inspection Wind Mitigation

Document Type Document Allow client download

RCE Reports

Build, review, print, and retain replacement cost estimates.

Upload Existing RCE

Quotes

Returned carrier PDFs and quote comparisons.

Invoices

Printed and emailed invoice copies for this client.

Policy Cards

Renewals and carrier moves create fresh policy cards while keeping history.

Application IntakeUpload an application to pre-fill this recordOpen

Application file

Insured Type Household / Client Applicant DOB Relationship Status 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 itemized agency invoices and track client payment status.

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

Client Portal Access

Create secure portal access for policy information, documents, messages, and service requests.

Portal Username Temporary Password Status

Prior Carrier

Save or open a client file to view secure messages.

Claims / Loss History

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

HO6 Condo Application

Condo Address Unit Number Year Built Square Footage Construction Type

Condo Coverage

Walls-In / Dwelling Limit Walls-In RCE % 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

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

Search Client

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 OSCAR extension...

OSCAR

Home Quote

Effective Date Home Product Insured Type

First Name Middle Name Last Name Suffix

Second Named Insured Primary Date of Birth Relationship Status 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 Construction Type 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

Auto Coverage

Bodily Injury Liability Property Damage Uninsured Motorist Type Uninsured Motorist Limit Medical Payments PIP Deductible Work Loss Included Comprehensive Deductible Collision Deductible Rental Reimbursement Roadside Assistance SR-22 or FR-44

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

Partner portal

Partner Leads

Partner submissions arrive here as leads. Agency staff control the workflow; partners can only see the current stage.

Installed

Partner Lead Workflow

New → Received → Assigned → Contacted → Qualified → Converted to Client → Closed/Lost

Drag a lead to move it

New Signature Packet

Applications and agency forms

Client Signer Name Signer Email Document Type Policy Type Packet Template 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, commission, and agency invoices

Agency Invoices

Client invoices, payments, and open balances

Underwriting Workflow Runner

Carrier guideline updates run in the background

Runs published workflows for carriers this user has authorized. New manuals and bulletins are stored in the agency AI Brain.

Agency AI Underwriting Brain

Twice-monthly refresh schedule

Agency Email

Matched to client files and prioritized by AI

Lightspeed Voice

Communications

Checking connection...

Open Lightspeed My Number

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.

Agency Workflows

Available on the Workflows page

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	Monthly Goals	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 enhanced authentication 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

Partner Seats

Partner Portal Link

Partners can sign in from the shared portal page or use an agency-sent invite link.

Open Portal Page

The shared sign-in page resolves the partner account to its agency. Invite links remain available for first-time activation and are still agency scoped.

Cross-Sell Opportunities

Has Policy Missing Policy

Client	Email	Phone	Agent	Current Policies	Missing Policy

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 Signature Sending Email Signature Reply-To

The signature sending address must use an email domain approved for OneagencyOS Sign delivery.

Auto-save matched email threads to client updates Use AI helper to prioritize email

The email provider is selected automatically when the agency connects an account from Email.

SMS Provider Settings

SMS Provider Enable SMS messaging Lightspeed SMS Number

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.

OneagencyOS

OneagencyOS Founder Edition

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.

Built by an agency owner who knows the work.

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 Directory

Agency Card

Partner Portal

Signed Documents

Onboard Agency

New Workflow

Operations Monitoring

Human Resources

Employee record

Login & access

Employee roster

Handbooks, NDAs & onboarding packets

Employee Documents

Document access

Document cabinet

Carrier Access Library

Connected Carrier Access

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

Open Tasks

Ask Agency AI

Add Client

Policy Overview

Recent Activity

Agency Notes

Follow-up Task

Client Timeline

Recordings & Calls

Apps & Documents

RCE Reports

Quotes

Invoices

Policy Cards

New Quote Intake

Returned Quote Comparison

Quote Workflow

Workflow Client Snapshot

Partner Leads

Partner Lead Workflow

Lead details

New Signature Packet

Agreements Missing a File

Signed Documents

Signature Queue

Book Snapshot

Agency Invoices

Underwriting Workflow Runner