Compliance
License tracking, audit logs, requirements monitoring, role-based access control, and enterprise security — everything compliance-heavy insurance organizations need.
Every agent scored red, yellow, or green based on license and requirement status. Summary cards show totals at a glance — overdue requirements, expired licenses, at-risk agents, and your overall compliance rate.
1,247
23 overdue
Requirements
892
7 expired
Licenses
4
agents
At Risk
94%
rate
Compliance
Every agent license across every state. Filter by state, status, or expiring soon. Summary cards show total, expiring within 90 days, expired, and unique states. Expired rows highlighted in red for immediate visibility.
892
Total
12
Expiring
3
Expired
28
States
Complete activity trail: who viewed what, when, from where. Filter by user, action type, entity, or date range. Required for compliance-heavy insurance organizations. Every action is timestamped and categorized.
Auto-generated alerts when contracts expire, licenses lapse, policies get stuck, or agent scores drop. Bell icon in the topbar with a real-time dropdown — click any notification to jump directly to the issue.
Contract expiring in 14 days
Prudential — Sarah Mitchell
FL license expiring in 30 days
Robert Chen
Agent score dropped below 40
Emily Davis — Critical
3 requirements overdue
Robert Chen — TX compliance
New finding: pipeline stall
12 policies stuck > 60 days
Track every agent requirement across your organization: CE credits, background checks, carrier appointments, E&O insurance. Status breakdown shows complete, pending, and overdue counts with progress bars.
1,089
Complete (87%)
135
Pending (11%)
23
Overdue (2%)
Enterprise-grade security at every layer: TLS 1.3 encryption in transit, AES-256 at rest, row-level security on every database table, Sentry error monitoring with session replay, and Zod validation on all inputs.
Encryption in Transit
TLS 1.3 on all connections
Encryption at Rest
AES-256 on all stored data
Row-Level Security
RLS on every Supabase table
Input Validation
Zod schemas on all mutations
Error Monitoring
Sentry + Session Replay
Rate Limiting
API throttling + abuse prevention
Each role sees exactly what they need. Agents see their own book. Supervisors see their downline. MGAs see the full organization. Sidebar, data access, and page visibility all adapt to the user's role.
Agent
My Dashboard
My Policies
My Contracts
AI Chat
Meeting Prep
8 pages
Supervisor
+ Team Hierarchy
+ Scoreboard
+ Rev Intelligence
+ Reports
+ Anomaly Alerts
16 pages
MGA / Admin
+ Book of Business
+ Compliance Dash
+ License Mgmt
+ Full Analytics
+ Studio + Audit
All pages
Download any table as a CSV spreadsheet — agents, policies, contracts, carriers, licenses, requirements. One click, full dataset, scoped to your organization's data. Perfect for auditors and compliance teams.
Export Agents
387 records · Name, Code, NPN, Status, Email, Phone, Score
Revenue intelligence, streaming AI chat, meeting prep, voice briefings, anomaly detection, and automations.
Learn moreReal-time dashboards, book of business, scoreboard, pipeline tracking, and ROI metrics.
Learn moreAgent details, policy pages, org hierarchy, global search, kanban boards, and sync.
Learn moreLicense tracking, audit trails, and role-based access — all automated from your Smart Office data.
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