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https://github.com/flashvenom/surefire

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/surefire

agency-management agency-management-software agencyportal ams blazor dotnet9 fluentui insurance syncfusion syncfusion-blazor

Last synced: 3 months 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.

Awesome Lists containing this project

README 

          
# Surefire AMS



## Primer

Surefire is an insurance agency management system for independent P&C brokers. Designed with speed and efficiency in mind, it features several built-in productivity tools and well as a flexible plugin system for things like consolidating your APIs, writing custom integrations for data processing and a foundation on which to leverage AI with custom prompts.



## Ammo

**June 28th, 2025 - Quick Update**

I have a stable build I've been demoing around town and have started to merge into the public changeset. I started with the models and viewmodels and will be adding database services next. Then the other methods and services and finally the razor pages. Exciting things in the months ahead.



**May 5th, 2025 - Quick Update**

So many new features are written, but I haven't had a single minute to devote to merging them into the public version. Next version is going to have a lot of AI-based features like call summaries (using RingCentral phone recordings) client summaries (using recent emails with GraphAPI and client notes) and a ton more. Contact me if you want a one-off build. 



**January 25th, 2025 - Release Preview v1.0.1-alpha**



[Take a Quick Video Tour](https://youtu.be/OEAfL_fraq4) or [Download the Windows x64 Standalone Installer](https://www.dropbox.com/scl/fi/vfye3p7una4iy7pq6wl1m/Install_Surefire.exe?rlkey=5gmxu5ywisjyqgspzhaepe6fh&dl=0)



![Surefire MVP Progress](http://surefireams.com/images/about/surefireflyer.jpg)



## Scope

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

- Bring all your APIs together to track payments, phone calls, leads, signed documents, forms and more

- Leverage OpenAI integration to make custom prompts to process your data and get work done faster

- 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, PDF and applications quickly and easily with a built-in PDF editor

 

## Loadout

- **ASP.NET Core 9**

- **Blazor (Server Side Interactivity)**

- **Entity Framework Core**

- **Microsoft FluentUI**

- **SyncFusion Blazor**

- **Outlook Interop**

- **SQL Server and SQLite**



## Plugin Lockbox

- **RingCentral API**

- **ePayPolicy API**

- **AppliedEpic API**

- **AMS360 SDK API**



## Triggerfinger

**Ready, Aim, Fire...**



1. **Clone the repository:**

    ```bash

    git clone https://github.com/flashvenom/surefire.git

    cd Surefire

    ```



2. **Set up your 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.



2. **Enter a SyncFusion License Key and OpenAI API Secret:**

    Register at syncfusion.com and get your free SyncFusion license key, then add your sync function license and OpenAI Secret key to the .env file.

    ```txt

    SYNCFUSION={LICENSESTRING}

    OPENAI={APIKEY}

    ```



3. **Apply Migrations:**

    ```bash

    dotnet ef database update

    ```



4. **Run the application to seed initial data:**

    ```bash

    dotnet run

    ```



## Line of Fire / Version History

**v1.0.1-alpha - 2025-01-24**

- ALPHA preview release is a massive merge from my personal branch and includes tons of new features and updates

- Complete restructure of solution and projects

- 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: Paste in an email footer or other blob of text and AI will fill in fields on the screen

- ATTACHMENTS: Store files locally, on a network drive or on an Azure Blob

- DETAILS TAB: A centralized place to quickly save, sync and view crucial client and policy data

- LEADS: Store and prioritize leads and new business quotes and proposals

- DESKTOP OUTLOOK INTEGRATION: Perform advanced, customized searches on your Outlook emails

- INCOMING CALL: Link your RingCentral API to search incoming calls against the database so you can click to a customer's screen and see their policies before you even pick up the phone

- CLICK TO DIAL: Click a phone number to automatically place an outgoing call on your desk phone

- TRIGGER LINKS: Click to perform the function, Shift+Click to copy the text to clipboard, or Alt+Shuft+Click to search for that string in Outlook Desktop

- Add attachments and associate with clients and policies. Uses a local network drive for lightning fast document access.

- Integrated with Outlook using interop. Use preset custom searches to find emails fast.

- Control-Click a email, phone number or full name of a contact to copy it to the clipboard

- Easily create ePay Links on the renewal and client screens

- Added SL-2 forms to the forms library  

- Added Logging System

- View all recent calls and payments in the profile (gear icon) pages

- Sort and group and filtering in client policies screen

- Easily create a lead by extracting data pasted in from an email or lead sheet

- Updated SyncFusion from 26.2.9 to 27.1.56

- Switched persistance to global StateService instead of database

- Renewal submissions tab asks if you want to make incumbant submission if there's none others found

- BETA: Paste in policy and client XML data on the client details tab to extract relevant data

- Added custom component: "Trigger" which handles tel, mailto, and hyperlink tags. Click to launch, Ctrl+Click to copy, Ctrl+Shift+Click to search in Outlook

- Major overhaul of dbcontext and code cleanup and refactoring

- Better error handling on FireSearch (universal search bar at the top)

- Added custom SmartPaste component to Lead and Client create and edit forms so you can paste a block of text and have Surefire fill in the appropriate fields automatically

- Migrated to .net9

- BETA: Added Plugin System for custom components

- Reorganization of file structure with a focus on components and services with a new root namespace

- ...AND MUCH MUCH MORE...



**v.0.1.0 - 2024-10-17**

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

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

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

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

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

- Homepage Layout Polished and Wrapping Correctly

- - save order of tasks on homepage



**v.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



**v.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



**v.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



**v.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...