SentientWorks - TopInsure Broker Operations Workspace

Web Application Showcase

Broker commission dashboard with filters, KPIs, income charts, and operational navigation.

Structured transaction intake with policy, broker, payment, and receipt context.

Transaction review with commission-ready policy details.

Installment and payment schedule visibility for operations teams.

Team income and sub-agent split planning workspace.

Report preview with CSV and PDF export actions.

Team and role management for workspace control.

Key Features

Structured intake: Record policy, customer, broker, payment, and receipt context in a guided workflow.
Transaction review: Review commission-ready records and update policy or payment details from the same workspace.
Payment visibility: See installment schedules and payment status without chasing separate spreadsheets.
Team income tracking: Give managers a clearer view of broker and sub-agent income splits before review.
Report-ready exports: Prepare operational records for management, accounting, and audit review with CSV/PDF export.
Team role control: Manage workspace users and permissions with clear owner/admin/staff roles.

Intake: Start with structured policy and payment context.
Review: Open dashboards and transaction records for operational review.
Payments: Track installment status and payment visibility.
Reports: Export report-ready records for review.
Admin: Control users, broker settings, catalogs, and subscription visibility.