One Insurance Tracker with two faces. Broker is for an insurance agency and its staff. Contractor is for a GC or business. They connect by invitation, and the contractor picks how much the broker can see. Click through each one; every screen uses sample data.
Today across every client, the book of business, requests, quotes, team and inviting clients.
Open the Broker walkthroughJobs plus insurance, My brokers with access levels, Ask my broker, picking a quote and disconnecting.
Open the Contractor walkthroughBoth ends side by side: invite, accept with an access level, Connected, then either side disconnects.
See the connect flow