Surefire AMS

Primer

Surefire is an insurance agency management system for independent P&C brokers. Designed with speed and efficiency in mind, it features several built-in productivity tools and well as a flexible plugin system for things like consolidating your APIs, writing custom integrations for data processing and a foundation on which to leverage AI with custom prompts.

Ammo

June 28th, 2025 - Quick Update I have a stable build I've been demoing around town and have started to merge into the public changeset. I started with the models and viewmodels and will be adding database services next. Then the other methods and services and finally the razor pages. Exciting things in the months ahead.

May 5th, 2025 - Quick Update So many new features are written, but I haven't had a single minute to devote to merging them into the public version. Next version is going to have a lot of AI-based features like call summaries (using RingCentral phone recordings) client summaries (using recent emails with GraphAPI and client notes) and a ton more. Contact me if you want a one-off build.

January 25th, 2025 - Release Preview v1.0.1-alpha

Take a Quick Video Tour or Download the Windows x64 Standalone Installer

Scope

• Track and manage clients, contacts, addresses, locations, policies, carriers and more using a modern and intuitive interface
• Bring all your APIs together to track payments, phone calls, leads, signed documents, forms and more
• Leverage OpenAI integration to make custom prompts to process your data and get work done faster
• Simplify your renewal workflow by putting all your renewals, quotes, leads and submissions in one central place.
• Set up a routine of tasks and keep and share status and notes on submissions to various carriers and MGAs/wholesalers.
• Set goal dates and assign sub-tasks to other employees. The homepage tells you what tasks you have to complete next for upcoming renewals and when they're due.
• Store basic policy data like limits, rates and coverages. Attach endorsements to be included in certificates.
• Issue, store and manage certificates, PDF and applications quickly and easily with a built-in PDF editor

Loadout

• ASP.NET Core 9
• Blazor (Server Side Interactivity)
• Entity Framework Core
• Microsoft FluentUI
• SyncFusion Blazor
• Outlook Interop
• SQL Server and SQLite

Plugin Lockbox

• RingCentral API
• ePayPolicy API
• AppliedEpic API
• AMS360 SDK API

Triggerfinger

Ready, Aim, Fire...

1. Clone the repository:

   git clone https://github.com/flashvenom/surefire.git
   cd Surefire

2. Set up your database (optional): Create a .env file with your database connection string. Not providing a string will default the system to use a local SQLite database.

   DEFAULTCONNECTION={CONNECTIONSTRING}

   You must exclude either the Data/Migrations (SQL Server) or the Data/MigrationsLocal (SQLite) folder in your solution.

3. Enter a SyncFusion License Key and OpenAI API Secret: Register at syncfusion.com and get your free SyncFusion license key, then add your sync function license and OpenAI Secret key to the .env file.

   SYNCFUSION={LICENSESTRING}
   OPENAI={APIKEY}

4. Apply Migrations:

   dotnet ef database update

5. Run the application to seed initial data:

   dotnet run

Line of Fire / Version History

v1.0.1-alpha - 2025-01-24

• ALPHA preview release is a massive merge from my personal branch and includes tons of new features and updates
• Complete restructure of solution and projects
• SQLite Database for local and Desktop app use
• Accounting screen for invoicing and tracking costs
• Global profile screen with system settings stored in database
• SMARTpaste: Paste in an email footer or other blob of text and AI will fill in fields on the screen
• ATTACHMENTS: Store files locally, on a network drive or on an Azure Blob
• DETAILS TAB: A centralized place to quickly save, sync and view crucial client and policy data
• LEADS: Store and prioritize leads and new business quotes and proposals
• DESKTOP OUTLOOK INTEGRATION: Perform advanced, customized searches on your Outlook emails
• INCOMING CALL: Link your RingCentral API to search incoming calls against the database so you can click to a customer's screen and see their policies before you even pick up the phone
• CLICK TO DIAL: Click a phone number to automatically place an outgoing call on your desk phone
• TRIGGER LINKS: Click to perform the function, Shift+Click to copy the text to clipboard, or Alt+Shuft+Click to search for that string in Outlook Desktop
• Add attachments and associate with clients and policies. Uses a local network drive for lightning fast document access.
• Integrated with Outlook using interop. Use preset custom searches to find emails fast.
• Control-Click a email, phone number or full name of a contact to copy it to the clipboard
• Easily create ePay Links on the renewal and client screens
• Added SL-2 forms to the forms library
• Added Logging System
• View all recent calls and payments in the profile (gear icon) pages
• Sort and group and filtering in client policies screen
• Easily create a lead by extracting data pasted in from an email or lead sheet
• Updated SyncFusion from 26.2.9 to 27.1.56
• Switched persistance to global StateService instead of database
• Renewal submissions tab asks if you want to make incumbant submission if there's none others found
• BETA: Paste in policy and client XML data on the client details tab to extract relevant data
• Added custom component: "Trigger" which handles tel, mailto, and hyperlink tags. Click to launch, Ctrl+Click to copy, Ctrl+Shift+Click to search in Outlook
• Major overhaul of dbcontext and code cleanup and refactoring
• Better error handling on FireSearch (universal search bar at the top)
• Added custom SmartPaste component to Lead and Client create and edit forms so you can paste a block of text and have Surefire fill in the appropriate fields automatically
• Migrated to .net9
• BETA: Added Plugin System for custom components
• Reorganization of file structure with a focus on components and services with a new root namespace
• ...AND MUCH MUCH MORE...

v.0.1.0 - 2024-10-17

• Leads Management - Take the layout of Carriers and create a new page for tracking leads and collecting information.
• Ring Central API - Implement a webhook that monitors incoming phone calls and displays a toast notification with the caller's name and number**
• CRUD - Confirm there is a way to safely crud all the things.
• Forms Tab: Change certificates to forms, and add a library of PDFs which can be manipulated and the JSON saved in the database.**
• Passwords: Store the user's credentials for carrier websites.
• Homepage Layout Polished and Wrapping Correctly
• • save order of tasks on homepage

v.0.0.4 - 2024-09-08

• Implemented BaseUrl and IConfigure logic for environment variables for easy development and publishing
• Many UI/UX/Style/Performance enhancements with a focus on Clients and NavMenu
• Added upload functionality for contact headshots and client logos
• Enhanced the client primary contact logic including several bugs

v.0.0.3 - 2024-09-05

• Renewal filter save state using browser session
• Enhanced renewal task lists
• Fast Search now has keyboard control
• File organization and Quality of Life fixes
• Misc bug fixes

v.0.0.2 - 2024-08-28

• Enhanced client browsing
• Policy coverage details screens for GL, WC and Auto
• Certificate editor using SfPdfViewer2
• Store endorsements as attachments and include them with certificates

v.0.0.1 - 2024-08-20

• Initial Release
• Includes all necessary tables and UI to add and edit Clients, Carriers, Contacts, Addresses, Policy Types and Policies
• Differentiates Carriers between Issuing Carriers and MGA/Wholesalers
• Uses Identity for user authentication and employee logins
• Renewal Center with submission tracking
• Master task editor to add tasks to be copied as workflow templates for renewals
• Much more...