https://unlockedcrm.ai/assets/AgencyManagement-BDx3CWIJ.js

1import{j as e,S as d,N as l,B as s,b as c,Z as m,f as n,F as x,n as i,i as p,W as g,U as h,o as u,m as b,M as f,k as j,h as N}from"./index-B4yPwh20.js";import{R as y}from"./RelatedFeatures-C6FwlEGZ.js";import{SectionCTA as r}from"./SectionCTA-CccMcRmZ.js";import{P as v,e as w}from"./entityDefinitions-DCeNKcMP.js";import{T as k}from"./trophy-CPNEvkrc.js";import{S as A}from"./search-ET6PgNXc.js";import{U as o}from"./user-check-Bkj0kuDv.js";import{N as S}from"./network-D6v2sEEW.js";import{S as C}from"./shuffle-BrWU1gqz.js";import{U as R}from"./user-plus-CoAvB24n.js";import{M as P}from"./mail-BV-ybOr7.js";import{G as M}from"./git-branch-ett2iNve.js";import{B as T}from"./book-open-C4M5TyRf.js";import{M as D}from"./monitor-Dnea-i6M.js";import{T as E}from"./triangle-alert-CYOQOV3e.js";import{D as L}from"./download-D3fH63xf.js";const B=[{icon:i,title:"See the whole practice",description:"Production, agent activity, pipeline movement, book health, and team performance — rolled up across every sub-agency without chasing updates."},{icon:o,title:"Understand every agent",description:"Every agent is a record: who is active, who is producing, who they report to, and who owns each relationship in the book."},{icon:p,title:"Protect the book",description:"Track licensing, NPN details, permissions, ownership, complaints, and audit trails before a gap becomes expensive."},{icon:g,title:"Run from one spot",description:"Route leads, reassign books, watch the live call wallboard, compare teams, and export reports from one place."}],O=[{label:"Agency premium",value:"$482k",trend:"+18% · rolled up"},{label:"Policies in force",value:"1,284",trend:"97% active"},{label:"Agents",value:"42",trend:"across 3 sub-agencies"},{label:"Leads routed this week",value:"318",trend:"2 caps reached"}],W=[{name:"Maya Johnson",action:"submitted Medicare Advantage app",time:"4m ago"},{name:"Chris Lane",action:"sent IUL quote follow-up",time:"11m ago"},{name:"Ari Patel",action:"booked final expense appointment",time:"18m ago"}],_=[{rank:"01",name:"Sarah Mitchell",policies:"47",premium:"$91k",rate:"28%"},{rank:"02",name:"James Cooper",policies:"41",premium:"$84k",rate:"24%"},{rank:"03",name:"Maria Garcia",policies:"38",premium:"$76k",rate:"22%"}],F=[{icon:h,title:"Team and permissions",text:"Invite producers, assign managers, organize groups and territories, set billing responsibility, and control exactly who can see reports, edit contacts, reassign books, or export data.",points:["Agents and seats","Admin, manager, and agent roles","Permission overrides and reporting hierarchy"]},{icon:u,title:"Sub-agencies",text:"Agencies operating under your agency get their own record — principal, entity NPN, contracting dates, agents placed there — with production rolled up through the subtree.",points:["Contracted-under relationships","Premium and policies rolled up","Direct and nested sub-agencies"]},{icon:o,title:"Agents as records",text:"An agent is a contact type. Each one carries placement, hierarchy, licensing, carrier appointments, production, and their own activity, email, and SMS history.",points:["Attributable production and commissions","Placement and organization","Activity, production, downline, and carrier tabs"]},{icon:S,title:"Downlines and overrides",text:"See direct reports and the full downline at any depth. Downline premium rolls up with the agent's own, and override calculations follow the hierarchy.",points:["Downline premium at any depth","Direct reports one level down","Hierarchy-based overrides"]},{icon:C,title:"Lead Flow",text:"Route new leads with round-robin distribution rules, cap how many each agent or team receives, and watch lead usage so nobody is starved or buried.",points:["Lead round robin by team, product, or state","Lead caps per agent and per team","Lead usage and pickup tracking"]},{icon:R,title:"Recruiting to placement",text:"Run the recruit pipeline in the same system, then place the new agent under the right manager or sub-agency the day they contract.",points:["Recruit pipeline stages","Placement on contract","Onboarding tasks and resources"]}],U=[{label:"Production status",value:"Attributable",note:"Linked CRM account"},{label:"Annualized premium",value:"$91,400",note:"Written personally"},{label:"Downline premium",value:"$212,800",note:"Including their own"},{label:"Commissions",value:"$18,240",note:"YTD, reconciled"},{label:"Active policies",value:"47",note:"47 total"},{label:"Downline",value:"6",note:"At any depth"},{label:"Direct reports",value:"2",note:"One level down"},{label:"Agency",value:"Summit Benefits",note:"Sub-agency of Axis"}],$=["Overview","Activity","Production","Downline","Carriers","N

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1/60",children:t.rank}),e.jsx("span",{className:"font-semibold text-foreground",children:t.name}),e.jsx("span",{className:"text-muted-foreground",children:t.policies}),e.jsx("span",{className:"text-muted-foreground",children:t.premium}),e.jsx("span",{className:"font-semibold text-foreground",children:t.rate})]},t.name))})]}),e.jsxs("div",{className:"bg-card p-5",children:[e.jsxs("div",{className:"mb-4 flex items-center justify-between",children:[e.jsx("p",{className:"text-sm font-semibold text-foreground",children:"Activity feed"}),e.jsx(m,{className:"h-4 w-4 text-primary"})]}),e.jsx("div",{className:"space-y-2",children:W.map(t=>e.jsxs("div",{className:"rounded-md border border-border bg-background p-3",children:[e.jsxs("div",{className:"flex items-center justify-between gap-3",children:[e.jsx("p",{className:"text-sm font-semibold text-foreground",children:t.name}),e.jsx("span",{className:"text-xs text-muted-foreground",children:t.time})]}),e.jsx("p",{className:"mt-1 text-sm text-muted-foreground",children:t.action})]},t.name))})]})]})]})]})}),e.jsx("section",{"data-ai-block":"agency-management-outcomes",className:"py-12 lg:py-16",children:e.jsxs("div",{className:"container mx-auto px-4",children:[e.jsxs("div",{className:"mx-auto max-w-3xl text-center",children:[e.jsxs("h2",{className:"text-balance text-3xl font-bold tracking-tight text-foreground sm:text-4xl",children:["The Agency View Owners Have Always Needed. ",e.jsx("span",{className:"gradient-text",children:"Finally in One Place."})]}),e.jsx("p",{className:"mx-auto mt-4 max-w-2xl text-balance text-[15px] leading-relaxed text-muted-foreground sm:text-lg",children:"See the people, production, policies, pipeline, and operational risk behind the agency instead of managing from scattered reports."})]}),e.jsx("div",{className:"mx-auto mt-12 grid max-w-6xl gap-3 md:grid-cols-2 lg:grid-cols-4",children:B.map(t=>e.jsxs("div",{className:"rounded-md border border-border bg-card p-6",children:[e.jsx("div",{className:"mb-5 flex h-11 w-11 items-center justify-center rounded-xl bg-primary/10 text-primary",children:e.jsx(t.icon,{className:"h-5 w-5"})}),e.jsx("h3",{className:"text-lg font-semibold text-foreground",children:t.title}),e.jsx("p",{className:"mt-3 text-sm leading-6 text-muted-foreground",children:t.description})]},t.title))})]})}),e.jsx("section",{"data-ai-block":"agency-management-modules",className:"py-12 lg:py-16",children:e.jsxs("div",{className:"container mx-auto px-4",children:[e.jsxs("div",{className:"mx-auto max-w-3xl text-center",children:[e.jsxs("h2",{className:"text-balance text-3xl font-bold tracking-tight text-foreground sm:text-4xl",children:["Team, Sub-Agencies, Downlines, and Lead Flow — ",e.jsx("span",{className:"gradient-text",children:"One Source of Truth."})]}),e.jsx("p",{className:"mx-auto mt-4 max-w-2xl text-balance text-[15px] leading-relaxed text-muted-foreground sm:text-lg",children:"Everything an agency needs to run its people lives in the Agency module, connected to the same contacts, pipelines, and policies the agents work every day."})]}),e.jsx("div",{className:"mx-auto mt-12 grid max-w-6xl gap-3 md:grid-cols-2 lg:grid-cols-3",children:F.map(t=>e.jsxs("div",{className:"rounded-md border border-border bg-card p-6",children:[e.jsx("div",{className:"mb-5 flex h-11 w-11 items-center justify-center rounded-xl bg-primary/10 text-primary",children:e.jsx(t.icon,{className:"h-5 w-5"})}),e.jsx("h3",{className:"text-lg font-semibold text-foreground",children:t.title}),e.jsx("p",{className:"mt-3 text-sm leading-6 text-muted-foreground",children:t.text}),e.jsx("ul",{className:"mt-5 space-y-2",children:t.points.map(a=>e.jsxs("li",{className:"flex gap-3 text-sm text-foreground",children:[e.jsx(n,{className:"mt-0.5 h-5 w-5 shrink-0 text-primary"}),e.jsx("span",{children:a})]},a))})]},t.title))})]})}),e.jsx(r,{}),e.jsx("section",{"data-ai-block":"agency-management-agent-record",className:"py-12 lg:py-16",children:e.jsxs("div",{className:"container mx-auto px-4",children:[e.jsxs("div",{className:"mx-auto max-w-3xl text-center",children:[e.jsxs("h2",{className:"text-balance text-3xl font-bold tracking-tight text-foreground sm:text-4xl",children:["Every Agent Is a Record, ",e.jsx("span",{className:"gradient-text",children:"Not a Row in a Spreadsheet."})]}),e.jsx("p",{className:"mx-auto mt-4 max-w-2xl text-balance text-[15px] leading-relaxed text-muted-foreground sm:text-lg",children:"Open an agent and see their production, downline, 

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