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https://github.com/flashvenom/surefire

Agency Management System (AMS) for P&C Insurance brokers built with Blazor .net8 and using FluentUI.
https://github.com/flashvenom/surefire

agency-management agencyportal ams blazor cms commercial-lines dotnet8 fluentui hacktoberfest insurance insurance-policy insurance-policy-management small-business syncfusion syncfusion-blazor

Last synced: 3 months ago
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Agency Management System (AMS) for P&C Insurance brokers built with Blazor .net8 and using FluentUI.

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README 

        
# Surefire



## Overview

Surefire: an insurance agency management system for independant P&C brokers designed with speed and efficiency in mind.



**Video Update - September 1**

https://youtu.be/4MuP97-Afqo



**Demo Site**

[Click here to login](https://flashvenomdesign-001-site6.atempurl.com/)



## Features

- Track and manage clients, contacts, addresses, locations, policies, carriers and more using a modern and intuitive interface

- Simplify your renewal workflow by putting all your renewals, quotes, leads and submissions in one central place.

- Set up a routine of tasks and keep and share status and notes on submissions to various carriers and MGAs/wholesalers.

- Set goal dates and assign sub-tasks to other employees. The homepage tells you what tasks you have to complete next for upcoming renewals and when they're due.

- Store basic policy data like limits, rates and coverages. Attach endorsements to be included in certificates.

- Issue, store and manage certificates quickly and easily

![Using the client screen and UI](https://flashvenom.com/surefire/surefire2.png)

![Surefire's client browser](https://flashvenom.com/surefire/surefire10.png)

![Simple renewal tracking system](https://flashvenom.com/surefire/surefire4.png)

![Tasks and submissions](https://flashvenom.com/surefire/surefire5.png)

![Submission tracker](https://flashvenom.com/surefire/surefire11.png)

![Surefire homepage](https://flashvenom.com/surefire/surefire6.png)

 

## Technologies Used

- **ASP.NET Core 8**

- **Entity Framework Core**

- **Blazor**

- **SyncFusion Components**

- **Microsoft FluentUI**



## Update

Going to take a break now for a while. I probably won't be updating at the same breakneck speed unless I get some other people interested in the project.



### Version History

**.0.1.0 - 2024-09-13**

- SfPdfViewer2 implemented for creating and editing PDF forms like certificates, supplementals and applications

- Switched SfGrid to FluentDataGrid for security reasons and future use

- Major changes to Client and Renewal pages for performance and UI/UX experience

- Enhanced main layout and UI including beautiful NavMenu rollovers and tooltips

- Methods for 3rd party APIs to fetch contacts and policy lists for clients



**.0.0.4 - 2024-09-08**

- Implemented BaseUrl and IConfigure logic for environment variables for easy development and publishing

- Many UI/UX/Style/Performance enhancements with a focus on Clients and NavMenu

- Added upload functionality for contact headshots and client logos

- Enhanced the client primary contact logic including several bugs



**.0.0.3 - 2024-09-05**

- Renewal filter save state using browser session

- Enhanced renewal task lists

- Fast Search now has keyboard control

- File organization and Quality of Life fixes

- Misc bug fixes



**.0.0.2 - 2024-08-28**

- Enhanced client browsing

- Policy coverage details screens for GL, WC and Auto

- Certificate editor using SfPdfViewer2

- Store endorsements as attachments and include them with certificates



**.0.0.1 - 2024-08-20**

- Initial Release

- Includes all necessary tables and UI to add and edit Clients, Carriers, Contacts, Addresses, Policy Types and Policies

- Differentiates Carriers between Issuing Carriers and MGA/Wholesalers

- Uses Identity for user authentication and employee logins

- Renewal Center with submission tracking

- Master task editor to add tasks to be copied as workflow templates for renewals

- Much more...



## Features Roadmap

### Productivity

- **Ring Central API - Implement a webhook that monitors incoming phone calls and displays a toast notification with the caller's name and number**

- **Microsoft Graph API - For sending emails, searching for client and policy correspondances, etc**

- **Zywave API - Integrate the company research calls, content downloads, and insurance code lookup calls**

- **Client Portal - Provide clients with a way to access basic policy data, request a certificate, and update renewal information.**

- **Leads Management - Take the layout of Carriers and create a new page for tracking leads and collecting information.



### Crucial Functionality

- **Profile Pages - For Identity users to change password, email, name, etc.

- **Proper Register - With roles and permissions. Confirmation emails and Microsoft OAuth authorizations logic

- **CRUD - Confirm there is a way to safely crud all the things.



### General

- **Settings - Add settings page (gear icon in the upper right top menu) to assign a subemployee/assistant, enter API credentials and store UI preferences.**

- **Forms Tab: Change certificates to forms, and add a library of PDFs which can be manipulated and the JSON saved in the database.**

- **Smart Breadrums: Dynamically build breadcrums as the user navigates around the different areas of the site.

- **Add CRUD to FluentDataGrids



### Carriers

- **Passwords: Store the user's credentials for carrier websites.

- **Carrier Data: Provide system for storing target markets, AmBest rating, acceptable risks, ratings and IVANs data to provide more. 



### AI/LLM

- **Side Panel - Create side panel to provide UI to interactive with OpenAI for common tasks**

- - Tool: Get JSON data for locations/address

- - Tool: Get JSON data for clients and policies

- - Tool: Fetch and suggest images for client logo and contact headshots



## Installation

### Steps



1. **Clone the repository:**

    ```bash

    git clone https://github.com/yourusername/mantis.git

    cd mantis

    ```



2. **Set up the database:**

    Update the `appsettings.json` file with your database connection string.

    ```json

    "ConnectionStrings": {

      "DefaultConnection": "Server=your_server;Database=mantis;User Id=your_user;Password=your_password;"

    }

    ```



2. **Enter a SyncFusion License:**

    Register at syncfusion.com and update the `Program.cs` file with your license key.



3. **Apply Migrations:**

    ```bash

    dotnet ef database update

    ```



4. **Run the application:**

    ```bash

    dotnet run

    ```