Included
Standalone foundation
Installer, website, branding, home-screen app shell, owner account and encrypted backup/restore.
Eight familiar systems. One suite.
Use 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.
How it works
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.
YOUR BUILD PROGRESS
Planned builds completeBuild 17 of 17
17Builds included
0Builds remaining
17Planned total
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.
Included
People, access & managed updates
Shared accounts, roles, module grants, build progress, signed updates and rollback.
Included
Agency Management
Agent profiles, carriers, license records, contract tracking and staff assignments.
Included
Agent Network NOW
Prospect pipelines, activity, follow-up queues, reviewed CSV imports and agency handoffs.
Included
Document Studio
Visual document editing, protected template fields, brand assets, saved versions and PDF export.
Included
Email Campaigns
Audiences, template editing, sending controls and campaign reporting.
Included
Member Notices
Assigned members, notice campaigns, texting and reply routing.
Included
Mailers
Orders, targeting, counts, proofs, approvals, invoices and meetings.
Included
Giveaways
Registration, tickets, prizes, drawings and saved event records.
Included
Commissions Manager
Statement imports, reconciliation, agent reporting and agency income.
Included
Shared records & workflows
Reviewed connections between agent records, events, documents and communications.
Included
Migration & feature reconciliation
Import tools, dry runs, source comparisons and existing-system parity review.
Included
Mobile & usability refinement
Home-screen installation, phone workflows, accessibility and device verification.
Included
Final validation & launch readiness
End-to-end workflow tests, recovery drills, performance review and release documentation.
Included
Integration infrastructure
Shared account mapping, large signed packages and composite recovery support.
Included
Original system integration
Eight supplied original application engines, original interfaces and module-specific user tools.
Current release
Suite interface refinement
Compact navigation, system launcher, clearer setup, consistent forms and mobile controls.