GoSeedly Insurance Agency Kit
An independent agency does not live on new business alone. It lives on the book it already has. Harbor puts the next ninety days of recorded renewal dates on one band, a household rail underneath it, and the policies, quotes and cross-sell reviews for the selected household beside them.
YOUR HARBOR RENEWAL TIMELINE
01 — RENEWAL TIMELINE
Actual interface captures with fictional sample data. Open a screenshot for a closer look.
TAKE A CLOSER LOOK
One connected workspace, with views built around the decisions your team makes each day.
01 / Renewal timelineEvery marker is an entered renewal date placed by its distance from the selected agency date, with thin rules at day 30, 60 and 90. Emerald marks a recorded term due inside thirty days, gray marks the rest of the window, a hollow marker is a quote and red marks a recorded lapse. Records already past their renewal date sit in their own tray under the band.
02 / HouseholdsEvery household with its record count, the lines it carries, its nearest recorded renewal and its premium reference total. A household is the label entered on each record, so mixed currencies are reported as mixed rather than added together.
03 / PoliciesA dense table of every record that is not a quote, filterable by line of business and recorded status, showing the carrier label, the recorded term, the recorded status and the premium reference. Existing CRM opportunities without Harbor details are listed separately and excluded from every count.
04 / Quote queueRecords carrying a recorded status of quoted, with the carrier label, the quoted premium reference and the quote reference a producer entered, plus a ledger of the touches already recorded against them. The kit rates nothing and requests nothing.
05 / Cross-sell reviewFor each household and each of the five lines, the chip is the review a producer recorded, resolved across the household records by a fixed precedence. Beside it, a dot says whether the household actually holds a record on that line. Nothing is inferred from one to the other and no recommendation is generated.
06 / Book insightsCounts by recorded status and line of business, the recorded renewal outcome with its denominator stated on the card, and recorded touches by type. Every number comes from an entered record.
YOUR PROCESS, YOUR STARTING POINT
4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.
Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.
Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.
Explore nine fictional households holding sixteen policy and quote records spread across the ninety-day band, with recorded touches, recorded cross-sell checklists, one recorded lapse and one recorded cancellation. Example edits stay in the current page memory and reset on navigation or reload; sample records are never inserted into your CRM.
Starter setup checks selected kit additions before removal and preserves edited records and live work.
THE KIT, UNPACKED
One record is one policy or quote: a native contact-linked opportunity carrying the line of business, carrier label, policy or quote number reference, premium reference in integer minor units, effective and renewal dates, recorded status, household label, producer label, notes, a fixed five-line cross-sell checklist and recorded touches with stable IDs. Unrelated custom fields are preserved and stale record versions are rejected.
FROM KIT TO CONNECTED WORKSPACE
Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.
Deploy the included helper from your authoritative backend source before connected edits. Build your web app, then choose any optional pipelines and drafts you need.
Edit company name, descriptor, and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original Harbor helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, keeps the five recorded cross-sell lines and stable touch IDs, and checks the current record state before saving. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional.
Every field is a staff entry. This is not an agency management system and not a comparative rater. It rates nothing, quotes nothing and binds nothing. There is no carrier integration: carrier names are typed labels, nothing is downloaded from a carrier and no policy data is imported. There is no application submission, no e-signature, no commission accounting, no premium billing and no payment. Nothing renews, lapses, cancels or reinstates on its own, and no reminder leaves the CRM. Recorded touches describe contact that already happened. The premium reference is a recorded number, separate from opportunity value. Nothing here is evidence of coverage or a compliance, licensing or errors-and-omissions record.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits
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For your own compatible Seedly CRM. Seedly software, hosting and installation services are separate. Each full-interface kit uses its own web installation.
BEFORE YOU MAKE IT YOURS
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Harbor keeps its renewal navigation across the original agency views and the native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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