Suite loginUse each original application's interface, record tools and permissions from one agency workspace. The suite adds shared sign-in, assigned access, one home-screen app identity, signed releases and encrypted backups covering all initialized modules.
Original agent directory, hierarchy, licenses, certifications, agency agreements, carrier contracts, contracting board and requests, documents, imports, document scanning, tasks, onboarding, agent support, recruiting, maps, connections and staff accounts.
Account types: Administrator, Staff, Agent, Agency Manager, Viewer
Original recruiting and agent directory, agencies, assessments, training, mentorship, support, shared inbox, forms, communications, campaigns, scheduler, calendar, searches, imports, reporting and scoped admin, staff, agency and agent accounts.
Account types: Administrator, Staff, Agency, Agent
Original multi-page design and fill studio, template libraries, PDF and AI import, data merge, guided fill, fonts, photos, background tools, compliance review, approvals, production workflows and seven original permission roles. Includes the supplied Core package content.
Account types: Platform Owner, Platform Administrator, Template Designer, Compliance Reviewer, Production Staff, Agent / Fill-Only, View Only
Original email designer and template studio, contact imports and lists, segmentation, consent and suppressions, SMTP and SendGrid, automations, signup forms, landing pages, media, analytics, agent workspaces and reviewed master campaign distribution.
Account types: Administrator, Staff, Editor, Analyst
Original agent and member directories, spreadsheet layouts and imports, agent and member campaigns, email templates, resend review, scheduling, delivery tracking, follow-up tasks, SMS Gateway routes, replies, opt-outs, inboxes, portals and staff accounts.
Account types: Administrator, Editor, Viewer
Original order stages, targeting, counts and images, art and proof approvals, messages, vendor operations, co-op and accounting views, invoices, funding, meetings, RSVPs, agent libraries, notification center, reports and original account types.
Account types: Administrator, Staff, Agent, Vendor, Co-op, Accounting
Original events, entry and QR/check-in tools, tablet check-in, drawing rounds, prizes and prize desk, winner claims and messages, documents, prospect follow-up, appointments, communications, rehearsal tools and hosting agent accounts.
Account types: Administrator, Agent
Original carrier workbook imports, commission summaries, agent and member directories, writing IDs, payee assignments, override rules, statement layouts and PDFs, payments, monthly books, receivables, cases, payment batches, agency reports and year-end closeout.
Account types: Administrator, Staff
Install in a new suite folder, create the owner account, and connect one new empty MySQL database. Initialize the eight modules, create people through their familiar account tools, then open the assigned systems from the suite menu.
Each application keeps its original record relationships, approval steps, integrations and deletion or recovery rules. Module-specific record stores are retained. Base-build records and workflows remain accessible to existing base users; they are not automatically merged into the original engines.
Email, SMS, AI, signing and other provider features use the original configuration screens and require your provider credentials. Live provider operation and physical-device installation must be accepted on your hosting. Standalone updates are replaced by coordinated suite updates and restore tools.
The current release includes Builds 1–17. The expanded roadmap contains 14 base builds, 2 original-system integration builds and 1 interface refinement build. Complete launch acceptance on your hosting and devices before using live records. Original module versions and account assignments are listed in Original systems. Base workspace comparisons remain in Migration & feature review.
Installer, website, branding, home-screen app shell, owner account and encrypted backup/restore.
Shared accounts, roles, module grants, build progress, signed updates and rollback.
Agent profiles, carriers, license records, contract tracking and staff assignments.
Prospect pipelines, activity, follow-up queues, reviewed CSV imports and agency handoffs.
Visual document editing, protected template fields, brand assets, saved versions and PDF export.
Audiences, template editing, sending controls and campaign reporting.
Assigned members, notice campaigns, texting and reply routing.
Orders, targeting, counts, proofs, approvals, invoices and meetings.
Registration, tickets, prizes, drawings and saved event records.
Statement imports, reconciliation, agent reporting and agency income.
Reviewed connections between agent records, events, documents and communications.
Import tools, dry runs, source comparisons and existing-system parity review.
Home-screen installation, phone workflows, accessibility and device verification.
End-to-end workflow tests, recovery drills, performance review and release documentation.
Shared account mapping, large signed packages and composite recovery support.
Eight supplied original application engines, original interfaces and module-specific user tools.
Compact navigation, system launcher, clearer setup, consistent forms and mobile controls.