Agent portal
High-intent demand, not cold leads
Stop buying spammy leads. Receive shaped intent.
Parity consumers complete advisor flows, inventory policies, and see parity gaps before any agent is notified. You get anonymized demand with type, ZIP, timeline, budget, and quality score — then request contact only with consumer opt-in.
3 ZIP heat cells · max 50
SAMPLE · 0 claimed · 3 footprints · density 68 (forming) · moat +25.
SAMPLE territory heat overlay — ZIP cells tint from claim + density stubs in this browser. Not a live GIS heat map, surplus-lines filing, exclusive territory grant, or production lead exclusivity.
SAMPLE win podium · top 3
Podium of SAMPLE wins — gold · silver · bronze from the demo win-story ledger.
Ranked from 6 SAMPLE win stories — savings USD and fast-bind scores. Join to add yours.
- #1 · gold
Dwelling adequacy held while premium fell
Austin MSA · HO-3 · Home
SAMPLE ~$610/yr
- #2 · silver
Bundle bind with SLA still on-track
Chicago metro · boutique agency · Home + auto bundle
SAMPLE bind score 440
- #3 · bronze
Better & cheaper auto without dropping UM
DFW metro · dual-income · Auto
SAMPLE ~$420/yr
SAMPLE agent win podium — top-3 ranked from anonymized demo win stories in this browser. Not real producer rankings, not FTC testimonials, and not insurance advice.
SAMPLE Agents hub ladder deepen · 5 rungs · Wave 745
SAMPLE deepen — hub · playbook · podium · digest · deeper ladder on /agents.
Wave 745 · Agents hub ladder deepen on /agents (≠ brokerPlaybookDeepen).
Rungs
5
≠ brokerPlaybookDeepen
Kinds
5
Ladder variety
Wave
745
Post-v33.50 deepen
- Rung 1hubHub · SAMPLE
SAMPLE hub ladder stub.
- Rung 2playbookPlaybook · SAMPLE
SAMPLE playbook ladder stub.
- Rung 3podiumPodium · SAMPLE
SAMPLE podium ladder stub.
- Rung 4digestDigest · SAMPLE
SAMPLE digest ladder stub.
- Rung 5deeperDeeper · SAMPLE
SAMPLE deeper ladder stub.
SAMPLE Agents hub ladder deepen — ladder on /agents. Distinct from related packs (brokerPlaybookDeepen). Not live payments, production CRM, claims filing, or licensed advice.
SAMPLE Agents page hub ladder deepen · 5 rungs · Wave 933
SAMPLE deepen — hub · assess · share · tradeoff · deeper ladder on /agents.
Wave 933 · Agents page hub ladder deepen on /agents (≠ agentsHubLadderDeepen / agentsJoinHubLadderDeepen).
Rungs
5
≠ agentsHubLadderDeepen
Kinds
5
Ladder variety
Wave
933
Package 43.0.0 tip
- Rung 1hubHub · SAMPLE
SAMPLE hub ladder stub.
- Rung 2assessAssess · SAMPLE
SAMPLE assess ladder stub.
- Rung 3shareShare · SAMPLE
SAMPLE share ladder stub.
- Rung 4tradeoffTradeoff · SAMPLE
SAMPLE tradeoff ladder stub.
- Rung 5deeperDeeper · SAMPLE
SAMPLE deeper ladder stub.
SAMPLE Agents page hub ladder deepen — ladder on /agents. Distinct from related packs (agentsHubLadderDeepen / agentsJoinHubLadderDeepen). Not live payments, production CRM, claims filing, or licensed advice.
SAMPLE broker playbook deepen · 5 rungs · Wave 575
SAMPLE deepen — prospect · qualify · quote · bind · retain broker playbook on /agents.
Wave 575 · broker / independent-agent playbook strip on /agents (≠ salesPlaybookDeepen / salesDeckDeepen / agentOnboardDeepen).
Rungs
5
≠ sales playbook / deck
Kinds
5
Playbook variety
Wave
575
25.1.0 tip
- Rung 1prospectProspect · SAMPLE
Territory · intent inbox openers.
- Rung 2qualifyQualify · SAMPLE
Fit score · timeline · budget stubs.
- Rung 3quoteQuote · SAMPLE
Pack · templates · SAMPLE clauses.
- Rung 4bindBind · SAMPLE
Bind-ready checklist (demo).
- Rung 5retainRetain · SAMPLE
Renewal · digest · SAMPLE nurture.
SAMPLE broker playbook deepen — broker / independent-agent playbook strip on /agents. Distinct from salesPlaybookDeepen / salesDeckDeepen / agentOnboardDeepen. Not live payments, production CRM, or real partner/employer/marketplace ops.
SAMPLE podium deepen · Last 30 days · SAMPLE · top 3
SAMPLE deepen — filter the gold / silver / bronze podium by SAMPLE period.
Filtered 6/6 SAMPLE win stories for Last 30 days · SAMPLE — SAMPLE agent win podium — top-3 ranked from anonymized demo win stories in this browser. Not real producer rankings, not FTC testimonials, and not insurance advice.
- #1 · gold
Dwelling adequacy held while premium fell
Austin MSA · HO-3 · Home
SAMPLE ~$610/yr
- #2 · silver
Bundle bind with SLA still on-track
Chicago metro · boutique agency · Home + auto bundle
SAMPLE bind score 440
- #3 · bronze
Better & cheaper auto without dropping UM
DFW metro · dual-income · Auto
SAMPLE ~$420/yr
SAMPLE agent win podium deepen — period filters (7d / 30d / 90d / all) over demo win stories on /agents. Not real producer rankings, not FTC testimonials, and not insurance advice.
Submit a SAMPLE win story
Anonymize the metro, pick a line, and log a savings or bind outcome. It seeds the agent ledger and social proof ticker — demo only.
Share a SAMPLE win — anonymized metro + line + savings/bind — and it joins the agent ledger / ticker.
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Open intents in inbox
0
Quotes submitted to shop
2.4h
Demo median response time
Onboarding
License stub, lines of authority, service ZIPs, and response SLA — filters your inbox.
Open →Intent inbox
Quality-scored, anonymized demand with parity gaps and exposure flags.
Open →Submit quotes
Quotes bridge into the consumer marketplace via localStorage.
Open →Performance
Response time, win rate, and ratings — the start of the trust graph.
Open →Metro cohort
Founder GTM: plan 10–25 independents, outreach pack, funnel tracker (Dallas seed).
Open →Agent CRM lite
Prospect / active / paused stages, notes, last touch — cohort agents + onboarded profile, filter by metro.
Open →Trust leaderboard
Rank cohort agents by composite of ratings, SLA hit rate, and response — local/demo math with methodology.
Open →Earnings estimator
Stub commission math: premium × rate by line, new vs renewal mix, scenario volume slider — illustrative only.
Open →Quote request pack
Assemble household + risk summary and requested lines into a markdown/JSON/PDF-stub pack for carrier underwriters.
Open →Deal pipeline
Kanban: New → Contacted → Quoting → Quoted → Bound. Cards from inbox intents, quotes, and CRM — drag or click to move; localStorage.
Open →Bind readiness
Pre-bind checklist: ID docs, payment method, prior-carrier loss runs, e-sign, subjectivities — distinct from consumer claims-ready.
Open →Weekly activity digest
Pipeline moves, open quotes, SLA risks, and new intents as a printable / email-draft markdown block with copy CTA — local seed data only.
Open →Team seats
Invite agency teammates against the billingStub Pro seat pool — local invites only, no email sent.
Open →RFP / bid board
Browse open coverage needs from employers/consumers and respond with stub quote interest — seeded demos + localStorage.
Open →