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Agency CRM.
Comparative rating.
One workspace.

Built for independent insurance agencies across the U.S. CRM and comparative rating, together—from the first client conversation to renewal.

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Velorrin workspace/ Clients / John Smith
AM
Connected to John Smith
Client workspaceCL-1048
JS

John Smith

Personal lines Active

Alex MorganProducer
john@example.test559-555-0192Fresno, CA
Policies2
Open quotes1
Tasks2
Next renewalNov 07
Active policiesView all ↗
Personal autoP-10482 · Atlas Demo
$1,105.206-month premium
HomeownersP-10503 · Harbor Demo
$1,640.00Annual premium
Follow up on auto quoteDue today · Alex Morgan
High
Client context reused in quote Q-1048
Comparative raterQ-1048

Personal auto

John Smith · 6-month term

From client record
3 of 3 programs completed
Atlas DemoStandard Auto
$1,105.206-month term
$184.20monthly equivalent
✓ Matches
Harbor DemoPersonal Auto
$1,148.526-month term
$191.42monthly equivalent
△ 1 difference
Summit DemoAuto Select
$1,192.266-month term
$198.71monthly equivalent
✓ Matches
Fictional carriers · Simulated premiums · No coverage bound
Client recordJohn Smith · CL-1048
Quote workspace2 drivers · 1 vehicle reused
Next actionReview returned coverage
Client data → Quote → Results → Client historyInteractive illustration · Fictional data
Client context, carried forward.CRM + Rating + Agency operations

Explore the workspace

Explore 10 connected workspaces · Fictional data

The account history.
The next action.

People, policies, quotes, and follow-up, in one client workspace. Your team picks up with context—not another search.

  • One household. Every relationship.
  • Policies and documents together.
  • Tasks with a clear next step.
Explore the CRM
Client workspaceCL-1048
JS

John Smith

Personal lines Active

Alex MorganProducer
john@example.test559-555-0192Fresno, CA
Policies2
Open quotes1
Tasks2
Next renewalNov 07
Account activityToday
Quote createdAlex Morgan · Q-1048
3 programs returned resultsLocal simulation
Follow-up task assignedAlex Morgan · Due today
Client context reused in quote Q-1048

Compare coverage.
Understand the premium.

Start with the client information you already have. Review returned premiums, coverage, and payment details side by side.

Explore comparative rating
  1. Reuse the risk details
  2. Rate eligible programs
  3. Compare the results
Comparative raterQ-1048

Personal auto

John Smith · 6-month term

From client record
DriversJohn & Jane SmithLicense status: valid
Vehicle2025 Tesla Model YCommute · 12,000 miles / year
CoverageBI 100 / 300 · PD 100Comp / collision: $500
3 of 3 programs completed
Atlas DemoStandard Auto
$1,105.206-month term
$184.20monthly equivalent
✓ Matches
Harbor DemoPersonal Auto
$1,148.526-month term
$191.42monthly equivalent
△ 1 difference
Summit DemoAuto Select
$1,192.266-month term
$198.71monthly equivalent
✓ Matches
Fictional carriers · Simulated premiums · No coverage bound

Fictional carriers and simulated premiums. No carrier recommendations. Live connectivity is planned.

Carrier and integration availability may vary by state and appointment.

Review changes.
Preserve the policy.

Stage the request. Assign a reviewer. See exactly what changes before moving it forward.

Agency workspace / Policy change reviewFresno office AT

Review before submission.

John Smith · P-10482 · Change deductible

Pending review
Edit changePreviewConfirm
Collision deductible
Current · Version 2$500
→
Proposed · Version 3$1,000
Premium impactPending carrier confirmation
Not yet issued
The active policy stays unchanged.Before / after snapshots preserve the review history.
Illustrative workspace · fictional dataClient → Quote → Policy → Renewal

Local servicing workflow. Approval does not mean carrier issuance.

Explore policy servicing

Renewals, prioritized.
Follow-up, assigned.

Bring expirations, premium changes, and follow-up into one queue, with a clear owner for every account.

Agency workspace / Renewal workbenchFresno office AT

See the renewal. Start the work.

Upcoming renewals · Next 30 days

3 need review
Client / policyPremium changeNext step
Amanda JonesPersonal auto
+18%Review offer
Emily CarterHomeowners
Awaiting offerFollow up
Michael NguyenPersonal auto
+4%Contact client
Remarket with the information you already have.Client, drivers, vehicles, and coverage stay connected.
Illustrative workspace · fictional dataClient → Quote → Policy → Renewal
30 / 60 / 90 daysReview windows that keep the next conversation in view.

Reuse the existing risk details when it is time to remarket.

Explore renewal workflows

See what needs attention.
Know who owns it.

See the work that needs attention. Keep quotes, tasks, renewals, and servicing moving with your team.

Agency workspace / Agency overviewFresno office AT

Good morning, team.

A clear view of what needs your attention.

＋ New quote
Open tasks186 due today
Active quotes72 ready to review
Upcoming renewals12Next 30 days
Needs attention4Across your agency
Needs attentionAssigned to your team
AJ
Amanda JonesRenewal reviewPremium increased 18%
Review renewal ↗
JS
John SmithPersonal auto quoteVehicle information needed
Review quote ↗
EC
Emily CarterPolicy servicingApplication ready for review
Open request ↗
Illustrative workspace · fictional dataClient → Quote → Policy → Renewal

Workflows

Assigned work and follow-up rules. Automated execution is planned.

Files & documents

Requirements and received files, connected to the record.

Reporting

Activity, workload, and the records behind the numbers.

Your agency. Your workspace.

Approved access and organization-scoped policies form the Supabase foundation. Staging validation and CRM data migration remain in progress.

Our security approach

Start with what you need.
Keep it connected.

Choose CRM, Rater, or the full platform.

Compare Core and Pro

CRM

The relationship and the daily work.

From$150/ location / month

Rater

The quote, from applicant to comparison.

From$200/ location / month

Complete

CRM + comparative rating. One platform.

From$300/ location / month

Core: up to 5 users · Pro: up to 15 users
Annual billing includes 2 months free.

Carrier and integration availability may vary by state and appointment.

Your next chapter.
One connected workspace.

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