https://github.com/flashvenom/quickfire
Agency Management System and a suite of productivity tools for P&C insurance agencies and brokers built with Blazor dotnet9 and FluentUI.
https://github.com/flashvenom/quickfire
agency-management agency-management-software agencyportal ams blazor dotnet9 fluentui insurance syncfusion syncfusion-blazor
Last synced: 13 days ago
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Agency Management System and a suite of productivity tools for P&C insurance agencies and brokers built with Blazor dotnet9 and FluentUI.
- Host: GitHub
- URL: https://github.com/flashvenom/quickfire
- Owner: flashvenom
- License: other
- Created: 2024-08-17T17:38:52.000Z (over 1 year ago)
- Default Branch: public
- Last Pushed: 2025-02-07T09:06:03.000Z (11 months ago)
- Last Synced: 2025-03-26T01:51:11.432Z (10 months ago)
- Topics: agency-management, agency-management-software, agencyportal, ams, blazor, dotnet9, fluentui, insurance, syncfusion, syncfusion-blazor
- Language: C#
- Homepage: https://surefireams.com
- Size: 30.1 MB
- Stars: 28
- Watchers: 4
- Forks: 5
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
Awesome Lists containing this project
README
# Quickfire AMS (Openfire 1.1.0)
## Primer
Quickfire is an insurance agency management system for independent P&C brokers. Openfire is the open source edition, now fully refactored as of 1.1.0 for a cleaner architecture, faster iteration, and a stronger foundation for plugins and automation.
[Take a Quick Video Tour](https://www.youtube.com/watch?v=ARkqg0iJG0g)
## Editions
Openfire is the open source core framework of Quickfire and is focused on workflows. The fully featured, closed source versions are available now:
- **Quickfire** and **Quickfire Pro**: Production-ready, fully featured builds at https://quickfireams.com
## Scope
- Track and manage clients, contacts, addresses, locations, policies, carriers, and more with a modern, fast UI
- Consolidate your APIs to track payments, phone calls, leads, documents, and forms in one place
- Use OpenAI integration to build custom prompts for data entry, summaries, and workflows
- Centralize renewals, quotes, leads, and submissions with clear next actions
- Assign tasks, set goal dates, and keep carrier and MGA notes organized
- Store policy data (limits, rates, coverages) and include endorsements on certificates
- Issue, store, and edit certificates, PDFs, and applications with a built-in editor
- Talk to your data in natural language to unlock bleeding edge insights and time savers
- Spawn background workers to handle follow ups, perform routine duties and more
## Loadout
- **ASP.NET Core 10**
- **Blazor (Server Side Interactivity)**
- **Entity Framework Core**
- **Microsoft FluentUI**
- **SyncFusion Blazor**
- **Outlook Interop**
- **SQL Server and SQLite**
## Triggerfinger
**Ready, Aim, Fire...**
1. **Clone the repository:**
```bash
git clone https://github.com/flashvenom/Quickfire.git
cd Quickfire
```
2. **Run build-installer.bat to build a desktop/SQLite installation** or **set up your SQL Server database (optional):**
Create a `.env` file with your database connection string. Not providing a string will default the system to use a local SQLite database.
```txt
DEFAULTCONNECTION={CONNECTIONSTRING}
```
You must exclude either the Data/Migrations (SQL Server) or the Data/MigrationsLocal (SQLite) folder in your solution.
3. **Enter a SyncFusion License Key and OpenAI API Secret:**
Register at syncfusion.com and get your free SyncFusion license key, then add your SyncFusion license and OpenAI secret to the .env file.
```txt
SYNCFUSION={LICENSESTRING}
OPENAI={APIKEY}
```
4. **Apply migrations:**
```bash
dotnet ef database update
```
5. **Run the application to seed initial data:**
```bash
dotnet run
```
## Line of Fire / Version History
**Openfire 1.1.0 - 2025-11-11**
- Major refactor and solution restructure
- Clearer project boundaries and services for faster development
- Expanded plugin system foundation and integration points
- Database flow and seeding cleaned up for local or production use
- UI polish and layout consistency improvements
**v1.0.1-alpha - 2025-01-24**
- ALPHA preview release merged from a private branch
- SQLite database for local and Desktop app use
- Accounting screen for invoicing and tracking costs
- Global profile screen with system settings stored in database
- SMARTpaste for extracting data from text blobs into forms
- Attachments stored locally, on a network drive, or on Azure Blob
- Centralized details tab for client and policy data
- Leads tracking and prioritization
- Outlook interop search and workflow integrations
- RingCentral call lookup and click-to-dial support
- Custom Trigger component for mailto/tel/hyperlink actions
- Custom SmartPaste component for lead and client forms
- .NET 9 migration and component reorganization
- Plugin system groundwork
**v0.1.0 - 2024-10-17**
- Leads management, RingCentral webhook, CRUD foundation
- Forms tab with PDF manipulation and JSON storage
- Identity-based auth and renewal center workflows
- Homepage task templates and workflow tracking