Business context
- Insurance distribution runs on fragmented portals: agency CRM, quote engines, policy admin, and dialers rarely share one tenant model or commission tree.
- Insurance ERP unifies superadmin, agency, DSA, agent, and customer roles on one stack with quote questionnaires, underwriting assist, policies, commissions, and campaigns.
- The live demo at /insuranceERP/ shows role-based portals, quote flows, and telephony integrated with host Asterisk—use seeded credentials from your environment.
- It is a vertical insurance product, not a universal ERP; carrier integrations and regulatory sign-off remain customer-specific.
- Deploys on eaibap.com beside EAIBAP core and shared Asterisk infrastructure where configured.
Product pillars
- Hierarchy: platform superadmin, agencies, DSAs, and agents
- Quote engine and category questionnaires (health, motor, life, travel, property)
- Policy lifecycle, renewals, and commission structures
- Campaign dialing with agent softphone (WebRTC to Asterisk)
- CMS, SMTP/SMS, calendar, and carrier product catalog admin
Who it is for
- Insurance agencies
- DSAs and aggregators
- Agents and underwriters
- Policyholders (self-service)
Key capabilities
- Role-based portals: superadmin, agency, DSA, agent, customer
- Quote engine and aggregator-backed product catalog
- AI-assisted underwriting rules and questionnaires
- Campaign dialing and agent softphone (WebRTC)
- Hosted under eaibap.com with isolated tenant data
Agency and DSA hierarchy
Manage tenants, agencies, agents, and commission structures. DSA admins see network analytics, bulk operations, and lead distribution across their tree.
Quotes and policies
Customers complete category-specific questionnaires (health, motor, life, travel, property). Agents compare quotes, issue policies, and track renewals from one CRM.
Telephony and campaigns
Browser softphone registers against Asterisk; supervisors monitor channels via AMI. Outbound campaigns tie scripts, dispositions, and lead lists to agent workspaces.
Admin and integrations
Carriers, products, trunks, DIDs, CMS pages, SMTP/SMS settings, and calendar integrations. Superadmin controls platform-wide reference data.
When it fits
| Buyer situation | Direction |
|---|---|
| Insurance agencies and DSAs need quotes, policies, and agent CRM in one tenant tree | Insurance ERP — open the demo and customer quote flow |
| General RevOps, AI agents, and integration hub as the platform you sell | EAIBAP platform — EAIBAP core platform |
| Contact-center-first outbound with lead upload, not policy admin | UnifiedCX — UnifiedCX |
| Only trunk, extension, and IVR provisioning | Unified PBX — Unified PBX |
System architecture
Browser clients (admin, agency, agent, customer) talk to a Node-based API backed by PostgreSQL for tenants, policies, and CRM data. Redis supports sessions and cache. Agents use a WebRTC softphone registered against Asterisk; supervisors use AMI for channel visibility. Campaigns tie lead lists, scripts, and dispositions to agent workspaces.
Logical modules
| Module | Layer | Responsibility |
|---|---|---|
| Tenant & IAM | app | Superadmin, agencies, DSAs, agents, customers |
| Quotes & products | app | Questionnaires, aggregator catalog, compare/issue |
| Policies & commissions | app | Lifecycle, renewals, hierarchy payouts |
| Campaigns | app | Lead lists, scripts, dispositions, dialer |
| Telephony | Asterisk | WebRTC endpoints, AMI monitoring, trunks/DIDs |
| Platform admin | app | Carriers, CMS, SMTP/SMS, reference data |
Key request flows
- Customer completes category questionnaire → quotes compared → agent assists issue → policy stored per tenant.
- Agent logs in → softphone registers → campaign assigns next lead → disposition writes CRM and CDR.
- DSA admin views network analytics and bulk operations across their agency tree.
- Superadmin maintains carriers, products, and platform-wide settings without mixing tenant data.
API reference
NestJS OpenAPI (Swagger) for Insurance ERP. Most routes require JWT Bearer auth after login. Tags group endpoints by agency hierarchy, quotes, policies, campaigns, and telephony.
| Area | Business problem | Example endpoints |
|---|---|---|
| Auth & users | Role-based login for superadmin, agency, DSA, agent, customer | Auth tag: login, profile, password reset · Users/Roles controllers |
| Quotes & questionnaires | Customer self-service and agent-assisted quoting | Quotes, questionnaires, product catalog, compare/issue flows |
| Policies & commissions | Issue, renew, and pay commissions across the hierarchy | Policies, renewals, commission structures and payouts |
| Campaigns & dialer | Outbound lists, scripts, and agent dispositions | Campaigns, leads, scripts, agent dialer and CDR-related routes |
| Agencies & platform admin | Tenant tree, carriers, trunks, CMS, SMTP/SMS | Agencies, DSAs, carriers, settings, CMS and reference-data tags |
Typical integrations
PostgreSQL · Redis (cache/sessions) · Asterisk AMI/WebRTC · OpenAI (optional underwriting assist)
Try the live demo
Use the demo buttons above to open the running product on eaibap.com (sample or seeded data).