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

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

Take a Quick Video Tour or Download the Windows x64 Standalone Installer

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:

   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.

   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 sync function license and OpenAI Secret key to the .env file.

   SYNCFUSION={LICENSESTRING}
   OPENAI={APIKEY}

4. Apply Migrations:

   dotnet ef database update

5. Run the application to seed initial data:

   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...