Agent · Richard Son
My Quotes
In-progress and submitted quotes. Finish them, or they drop to abandoned.
Premium Sold · This Week
Policies · This Week
Est. Commission · This Week
Needs Follow-up
| Client | Carrier | Type | Status | Monthly | Face | Commission | Lead Source | Policy # | Date Sold | Issue Date | Follow-up | Next Follow-up | Updated | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Applicant
Coverage & Production
Sensitive info owner only
Collected securely at submission. You reference it to re-key into the carrier portal. Owner-only and never included in the export or download.
Health - knockouts first
Minor conditions (BP, cholesterol, diabetes) are captured but do not drive eligibility. Knockouts (stroke, heart attack, current cancer, high build) are surfaced up top so you never re-quote into a decline.
Beneficiary
Who the payout goes to. Captured with phone and DOB so the agent can reach them at claim time.
Follow-up
Notes history
Prototype notes - v0.6 changes + open questions
Buttons are not wired in this mock. Behavior + decisions below.
- v0.6 - SectionsMy Leads / My Quotes / My Book replace Working/All. Unfinished quotes stay separate from the sold book. My Leads is mocked with imported leads (incl. Facebook) - real import (Facebook ads, Zendesk) is roadmap. (Aaron 2026-07-09.)
- v0.6 - To-DoDedicated what-to-do-next view: Today / Missed / Upcoming check-ins + reminder templates (1yr/6mo/3mo policy, birthday). Auto follow-ups fire off each policy's issue date. Modeled on the app Richie shared.
- v0.6 - DetailAdded a Beneficiary block (name / relationship / phone / DOB) and a notes history log (newest first) in place of the single note field.
- RoadmapCalendar two-way sync (push check-ins + appointments to Apple / Google, pull events back), lead import (Facebook ads auto-populate My Leads), and a book-appointment flow (Evan's example - screenshot pending). Documented, not built in this mock.
- ResumeRe-open an in-progress quote where the agent left off. Leads get Start Quote; sold policies get Re-quote + Carrier Handoff.
- ExportData download (CSV of the current view). Portability was Richie's top ask - agents will not trust a book they cannot take with them. Full-book export + scheduled email export are the fuller version.
- Decided - CommissionThe agent sees their own commission as a Commission column (est. annual $) and on the detail Production card as % + est. $/yr, defined by the Commissions admin for their level. If admin has not entered it, the agent can set it themselves (self-entry fallback). Agency / L0 comp stays admin-only. (Aaron 2026-07-09.)
- Sensitive infoSSN + banking (routing / account) show on the detail like the carrier-portal handoff, so the agent can re-key them on a re-submit. Masked with reveal + copy, owner-only, and hard-excluded from the export/download. Mock values are fake (invalid 900-series SSNs). (Aaron 2026-07-09.)
- ChargebackNew Chargeback status (its own badge, sinks in My Book) with a disposition on the detail - Re-engaging / Reinstated / NSF-retry / Lost. Mirrors the agents' red = churned/charged-back convention and feeds the later lead-source-vs-chargeback analysis. (Aaron 2026-07-09.)
- Lifecycle datesDetail now shows Sold / Issued / Paid (sold = application date, separate from carrier issue/pay). One dataset row (Gwen Marsh) is a ~1-year-old policy up for an annual review - the re-touch / re-sell case. (Aaron 2026-07-09.)
- Open Q - Lead sourceCaptured as a column + filter. Richie said "a client is a client," but Aaron wants it for a lead-source-vs-chargeback analysis (Transcom quantity/higher-chargeback vs Zendesk quality/sticky). Kept as an input; the analysis is a later dashboard.
- Open Q - Spec changev1.1 spec §2 says "no filters." This comp adds search + per-column filters + sort per Aaron 2026-07-09. The spec needs updating to match.
Agent · Richard Son
My Quotes
No quotes yet
Quotes you run show up here so you can resume them, follow up, and manage your book of business.
Agent · Richard Son
To-Do
What to do next. Check-ins come from your follow-ups and auto-schedule off each policy's issue date. New leads to call show up here too.
Today 0
Missed 0
Upcoming 0
Check-in templates
Templates auto-create check-ins off each policy's issue date. Editable per agent. (Modeled on the app Richie shared.)
Calendar sync roadmap
Push these check-ins and booked appointments to Apple / Google Calendar, and pull calendar events back into Right Quote. Two-way sync + a book-appointment flow are on the roadmap.