Insurance agency CRM
Our own product. Call routing, lead distribution, sold-lead reporting and AI follow-up for life insurance sales teams.
Next.js, Supabase, Telnyx, Claude
From call-routing CRMs to multi-tenant SaaS and AI agents, we design, build and run the platforms companies depend on every day. Custom software development in San Diego, for clients everywhere.
A CRM we built and run for insurance agencies: call routing, lead distribution, quoting and AI follow-up in one system. Sample data shown.
Each one replaces something your team is fighting with today.
We also handle web design, hosting and technical SEO for the sites around your software.
The same team designs the screens, writes the code, wires the phones and keeps it running.
Built with Next.js, React, TypeScript, Postgres and Supabase, Vercel, Cloudflare, Stripe, Telnyx and the Claude API.
Most teams run on a stack of subscriptions held together by copy-paste. We replace it with software built for your workflow, where every record lives in one place.
Before scattered tools
Spreadsheet CRM, 14 seats Dialer Zap chains Accounting Shared inboxAfter one platform
One database. One login. No seat fees. You own the code.
Some are our own products. Others run our clients' businesses. Names withheld; the work speaks for itself.
Our own product. Call routing, lead distribution, sold-lead reporting and AI follow-up for life insurance sales teams.
Next.js, Supabase, Telnyx, Claude
Our own product. Media buyers submit ad sets; admins review and approve before anything goes live.
Our own internal tool. Assigns, chases and reports on team tasks over SMS, powered by Claude.
Real-time inbound call distribution, buyer and seller accounts, billing, refunds and profit reporting.
Instant quotes from carrier rate tables, feeding qualified leads straight into the CRM.
Daily goals and production tracking for managers and their downline agents.
Courses, progress tracking and certification for new agents.
Menus, orders, payments and kitchen operations, replacing a marketplace and its fees.
Captures and catalogs competitor streaming-TV ads for creative research.
Builds and maintains service-area pages across every city a home-services brand covers.
Forms, routing and instant alerts for healthcare, dental and service businesses.
We map the workflow and write a spec with a fixed price and timeline.
You approve the data model and clickable screens before the build.
Weekly demos on a live staging link, so you see progress, not reports.
Launch, monitoring and support. The code and data stay yours.
Lead distribution, call routing, quoting and downline tracking.
Restoration and home servicesJob intake, dispatch, estimating and local lead engines.
Healthcare and dentalPatient intake, lead capture and practice growth systems.
Professional servicesClient portals, scheduling and internal tools for firms.
“Focused, responsive and punctual with deliverables. They provide a level of customer engagement that makes the project succeed.”
A 30-minute call. You leave with a rough range and a plan, whether you hire us or not.
Book a scoping call